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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $769K | Sell |
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|
2025
Q2 | $698K | Sell |
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|
2025
Q1 | $671K | Buy |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $195K | Sell |
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|
2024
Q2 | $169K | Sell |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q4 | $156K | Sell |
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|
2023
Q3 | $168K | Sell |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $196K | Sell |
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|
2022
Q4 | $174K | Sell |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $219K | Sell |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q4 | $141K | Sell |
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|
2020
Q3 | $115K | Sell |
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|
2020
Q2 | $116K | Buy |
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|
2020
Q1 | $80K | Buy |
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|
2019
Q4 | $214K | Sell |
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|
2019
Q3 | $216K | Hold |
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|
2019
Q2 | $213K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $207K | Buy |
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|
2018
Q3 | $214K | Sell |
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|
2018
Q2 | $181K | Buy |
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|
2018
Q1 | $70K | Sell |
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|
2017
Q4 | $69K | Hold |
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|
2017
Q3 | $63K | Sell |
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|
2017
Q2 | $78K | Buy |
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|
2017
Q1 | $73K | Buy |
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|
2016
Q4 | $58K | Buy |
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