Stifel Financial’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
38,441
-1,526
| -4% | -$122K | ﹤0.01% | 1543 |
|
|
2025
Q1 | $2.76M | Sell |
39,967
-64,966
| -62% | -$4.49M | ﹤0.01% | 1532 |
|
|
2024
Q4 | $10.2M | Sell |
104,933
-2,577
| -2% | -$250K | 0.01% | 842 |
|
|
2024
Q3 | $6.13M | Buy |
107,510
+509
| +0.5% | +$29K | 0.01% | 1090 |
|
|
2024
Q2 | $5.21M | Buy |
107,001
+19,563
| +22% | +$952K | 0.01% | 1107 |
|
|
2024
Q1 | $4.19M | Buy |
87,438
+10,501
| +14% | +$503K | ﹤0.01% | 1246 |
|
|
2023
Q4 | $3.17M | Buy |
76,937
+523
| +0.7% | +$21.6K | ﹤0.01% | 1366 |
|
|
2023
Q3 | $3.23M | Buy |
76,414
+1,985
| +3% | +$84K | ﹤0.01% | 1284 |
|
|
2023
Q2 | $4.08M | Buy |
74,429
+615
| +0.8% | +$33.7K | 0.01% | 1167 |
|
|
2023
Q1 | $3.27M | Buy |
73,814
+314
| +0.4% | +$13.9K | ﹤0.01% | 1278 |
|
|
2022
Q4 | $2.77M | Buy |
73,500
+21,886
| +42% | +$825K | ﹤0.01% | 1291 |
|
|
2022
Q3 | $1.68M | Buy |
51,614
+3,310
| +7% | +$108K | ﹤0.01% | 1599 |
|
|
2022
Q2 | $1.71M | Buy |
48,304
+4,262
| +10% | +$151K | ﹤0.01% | 1602 |
|
|
2022
Q1 | $2.04M | Buy |
44,042
+13,504
| +44% | +$626K | ﹤0.01% | 1599 |
|
|
2021
Q4 | $1.34M | Sell |
30,538
-16,510
| -35% | -$723K | ﹤0.01% | 1905 |
|
|
2021
Q3 | $2.24M | Buy |
47,048
+2,137
| +5% | +$102K | ﹤0.01% | 1499 |
|
|
2021
Q2 | $2.35M | Buy |
44,911
+2,914
| +7% | +$152K | ﹤0.01% | 1496 |
|
|
2021
Q1 | $2.42M | Buy |
41,997
+27,170
| +183% | +$1.56M | ﹤0.01% | 1405 |
|
|
2020
Q4 | $641K | Buy |
14,827
+1,045
| +8% | +$45.2K | ﹤0.01% | 2158 |
|
|
2020
Q3 | $479K | Sell |
13,782
-3,850
| -22% | -$134K | ﹤0.01% | 2120 |
|
|
2020
Q2 | $611K | Sell |
17,632
-8,509
| -33% | -$295K | ﹤0.01% | 1899 |
|
|
2020
Q1 | $824K | Sell |
26,141
-61,968
| -70% | -$1.95M | ﹤0.01% | 1558 |
|
|
2019
Q4 | $7.76M | Buy |
88,109
+8,416
| +11% | +$741K | 0.02% | 703 |
|
|
2019
Q3 | $7.05M | Buy |
79,693
+44,693
| +128% | +$3.96M | 0.02% | 682 |
|
|
2019
Q2 | $3.07M | Buy |
35,000
+5,209
| +17% | +$457K | 0.01% | 1064 |
|
|
2019
Q1 | $2.39M | Sell |
29,791
-942
| -3% | -$75.4K | 0.01% | 1152 |
|
|
2018
Q4 | $2.58M | Sell |
30,733
-212
| -0.7% | -$17.8K | 0.01% | 1041 |
|
|
2018
Q3 | $2.76M | Sell |
30,945
-13,084
| -30% | -$1.17M | 0.01% | 1101 |
|
|
2018
Q2 | $3.06M | Sell |
44,029
-1,968
| -4% | -$137K | 0.01% | 1009 |
|
|
2018
Q1 | $3.19M | Buy |
45,997
+8,707
| +23% | +$604K | 0.01% | 966 |
|
|
2017
Q4 | $2.51M | Buy |
37,290
+20,422
| +121% | +$1.37M | 0.01% | 1050 |
|
|
2017
Q3 | $1.02M | Buy |
16,868
+3,709
| +28% | +$224K | ﹤0.01% | 1477 |
|
|
2017
Q2 | $991K | Buy |
13,159
+6,597
| +101% | +$497K | ﹤0.01% | 1477 |
|
|
2017
Q1 | $463K | Buy |
6,562
+606
| +10% | +$42.8K | ﹤0.01% | 1858 |
|
|
2016
Q4 | $432K | Sell |
5,956
-4,219
| -41% | -$306K | ﹤0.01% | 1858 |
|
|
2016
Q3 | $528K | Sell |
10,175
-20,288
| -67% | -$1.05M | ﹤0.01% | 1701 |
|
|
2016
Q2 | $1.25M | Buy |
30,463
+8,332
| +38% | +$342K | 0.01% | 1216 |
|
|
2016
Q1 | $1.32M | Sell |
22,131
-12,192
| -36% | -$727K | 0.01% | 1109 |
|
|
2015
Q4 | $1.97M | Sell |
34,323
-15,414
| -31% | -$883K | 0.01% | 970 |
|
|
2015
Q3 | $2.64M | Sell |
49,737
-12,356
| -20% | -$655K | 0.01% | 798 |
|
|
2015
Q2 | $3.23M | Buy |
62,093
+39,714
| +177% | +$2.06M | 0.02% | 754 |
|
|
2015
Q1 | $1.51M | Buy |
22,379
+897
| +4% | +$60.3K | 0.01% | 1073 |
|
|
2014
Q4 | $1.44M | Buy |
21,482
+14,995
| +231% | +$1M | 0.01% | 1082 |
|
|
2014
Q3 | $304K | Buy |
6,487
+250
| +4% | +$11.7K | ﹤0.01% | 1792 |
|
|
2014
Q2 | $256K | Buy |
6,237
+572
| +10% | +$23.5K | ﹤0.01% | 1861 |
|
|
2014
Q1 | $253K | Buy |
+5,665
| New | +$253K | ﹤0.01% | 1806 |
|