Stonegate Investment Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Sell |
41,150
-4,812
| -10% | -$1.11M | 0.24% | 54 |
|
|
2025
Q1 | $10.9M | Buy |
45,962
+3,025
| +7% | +$715K | 0.29% | 50 |
|
|
2024
Q4 | $9.79M | Buy |
42,937
+1,327
| +3% | +$303K | 0.26% | 51 |
|
|
2024
Q3 | $10.3M | Buy |
41,610
+69
| +0.2% | +$17K | 0.27% | 51 |
|
|
2024
Q2 | $9.4M | Sell |
41,541
-352
| -0.8% | -$79.6K | 0.27% | 49 |
|
|
2024
Q1 | $10.3M | Sell |
41,893
-43
| -0.1% | -$10.6K | 0.32% | 48 |
|
|
2023
Q4 | $10.3M | Buy |
41,936
+96
| +0.2% | +$23.6K | 0.34% | 46 |
|
|
2023
Q3 | $8.52M | Buy |
41,840
+478
| +1% | +$97.3K | 0.31% | 49 |
|
|
2023
Q2 | $8.46M | Sell |
41,362
-7
| -0% | -$1.43K | 0.3% | 51 |
|
|
2023
Q1 | $8.33M | Sell |
41,369
-1,760
| -4% | -$354K | 0.31% | 48 |
|
|
2022
Q4 | $8.93M | Sell |
43,129
-193
| -0.4% | -$40K | 0.39% | 43 |
|
|
2022
Q3 | $8.44M | Buy |
43,322
+110
| +0.3% | +$21.4K | 0.39% | 44 |
|
|
2022
Q2 | $9.22M | Buy |
43,212
+1,400
| +3% | +$299K | 0.4% | 49 |
|
|
2022
Q1 | $11.4M | Buy |
41,812
+428
| +1% | +$117K | 0.38% | 41 |
|
|
2021
Q4 | $10.4M | Buy |
+41,384
| New | +$10.4M | 0.44% | 44 |
|