Steward Partners Investment Advisory’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $692K | Buy |
7,514
+2,103
| +39% | +$220K | ﹤0.01% | 1353 |
|
|
2025
Q4 | $605K | Sell |
5,411
-2,558
| -32% | -$258K | ﹤0.01% | 1319 |
|
|
2025
Q3 | $769K | Sell |
7,969
-800
| -9% | -$76.9K | ﹤0.01% | 1172 |
|
|
2025
Q2 | $698K | Sell |
8,769
-949
| -10% | -$69.9K | 0.01% | 1140 |
|
|
2025
Q1 | $671K | Buy |
9,718
+2,130
| +28% | +$201K | 0.01% | 1082 |
|
|
2024
Q4 | $737K | Buy |
7,588
+4,174
| +122% | +$353K | 0.01% | 983 |
|
|
2024
Q3 | $195K | Sell |
3,414
-51
| -1% | -$2.36K | ﹤0.01% | 1543 |
|
|
2024
Q2 | $169K | Sell |
3,465
-781
| -18% | -$39.3K | ﹤0.01% | 1523 |
|
|
2024
Q1 | $203K | Buy |
4,246
+469
| +12% | +$20.1K | ﹤0.01% | 1426 |
|
|
2023
Q4 | $156K | Sell |
3,777
-204
| -5% | -$8.02K | ﹤0.01% | 1477 |
|
|
2023
Q3 | $168K | Sell |
3,981
-3
| -0.1% | -$152 | ﹤0.01% | 1365 |
|
|
2023
Q2 | $219K | Sell |
3,984
-455
| -10% | -$21.5K | ﹤0.01% | 1242 |
|
|
2023
Q1 | $196K | Sell |
4,439
-178
| -4% | -$8.53K | ﹤0.01% | 1295 |
|
|
2022
Q4 | $174K | Sell |
4,617
-3,016
| -40% | -$122K | ﹤0.01% | 1302 |
|
|
2022
Q3 | $248K | Buy |
7,633
+726
| +11% | +$27K | ﹤0.01% | 1113 |
|
|
2022
Q2 | $245K | Buy |
6,907
+242
| +4% | +$10.6K | ﹤0.01% | 1123 |
|
|
2022
Q1 | $309K | Buy |
6,665
+50
| +0.8% | +$2.17K | ﹤0.01% | 1121 |
|
|
2021
Q4 | $290K | Sell |
6,615
-1,311
| -17% | -$60.8K | ﹤0.01% | 1154 |
|
|
2021
Q3 | $377K | Buy |
7,926
+3,746
| +90% | +$176K | 0.01% | 1017 |
|
|
2021
Q2 | $219K | Sell |
4,180
-200
| -5% | -$11.1K | ﹤0.01% | 1471 |
|
|
2021
Q1 | $252K | Buy |
4,380
+1,110
| +34% | +$54.2K | ﹤0.01% | 1188 |
|
|
2020
Q4 | $141K | Sell |
3,270
-50
| -2% | -$2.02K | ﹤0.01% | 1218 |
|
|
2020
Q3 | $115K | Sell |
3,320
-25
| -0.7% | -$865 | ﹤0.01% | 1169 |
|
|
2020
Q2 | $116K | Buy |
3,345
+787
| +31% | +$23.6K | ﹤0.01% | 1090 |
|
|
2020
Q1 | $80K | Buy |
2,558
+125
| +5% | +$8.27K | ﹤0.01% | 1081 |
|
|
2019
Q4 | $214K | Sell |
2,433
-11
| -0.5% | -$987 | 0.01% | 859 |
|
|
2019
Q3 | $216K | Hold |
2,444
| – | – | 0.01% | 822 |
|
|
2019
Q2 | $213K | Buy |
+2,444
| New | +$207K | 0.01% | 793 |
|
|
2019
Q1 | – | Sell |
-2,483
| Closed | -$207K | – | 839 |
|
|
2018
Q4 | $207K | Buy |
2,483
+75
| +3% | +$6.59K | 0.01% | 704 |
|
|
2018
Q3 | $214K | Sell |
2,408
-188
| -7% | -$15.5K | 0.01% | 700 |
|
|
2018
Q2 | $181K | Buy |
2,596
+1,580
| +156% | +$110K | 0.01% | 678 |
|
|
2018
Q1 | $70K | Sell |
1,016
-19
| -2% | -$1.31K | ﹤0.01% | 880 |
|
|
2017
Q4 | $69K | Hold |
1,035
| – | – | 0.01% | 731 |
|
|
2017
Q3 | $63K | Sell |
1,035
-12
| -1% | -$799 | 0.01% | 639 |
|
|
2017
Q2 | $78K | Buy |
1,047
+4
| +0.4% | +$302 | 0.01% | 538 |
|
|
2017
Q1 | $73K | Buy |
1,043
+241
| +30% | +$17.4K | 0.01% | 480 |
|
|
2016
Q4 | $58K | Buy |
+802
| New | +$51.1K | 0.03% | 308 |
|
Other funds holding UAL
VCM
VPM
