SFG
StrategIQ Financial Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $12M | Sell |
76,524
-66
| -0.1% | -$10.4K | 1.36% | 19 |
|
|
2023
Q3 | $11.9M | Sell |
76,590
-394
| -0.5% | -$61.4K | 1.38% | 18 |
|
|
2023
Q2 | $13.8M | Buy |
76,984
+10
| +0% | +$1.79K | 1.57% | 17 |
|
|
2023
Q1 | $14.9M | Sell |
76,974
-35
| -0% | -$6.79K | 1.72% | 14 |
|
|
2022
Q4 | $13.4M | Buy |
77,009
+14,057
| +22% | +$2.44M | 1.55% | 14 |
|
|
2022
Q3 | $10.2M | Sell |
62,952
-10
| -0% | -$1.62K | 1.29% | 18 |
|
|
2022
Q2 | $11.5M | Sell |
62,962
-199
| -0.3% | -$36.3K | 1.39% | 17 |
|
|
2022
Q1 | $13.5M | Buy |
63,161
+118
| +0.2% | +$25.3K | 1.47% | 15 |
|
|
2021
Q4 | $13.5M | Buy |
63,043
+1,224
| +2% | +$262K | 1.35% | 15 |
|
|
2021
Q3 | $11.3M | Buy |
61,819
+20
| +0% | +$3.64K | 2.24% | 9 |
|
|
2021
Q2 | $12.9M | Sell |
61,799
-220
| -0.4% | -$45.8K | 2.54% | 5 |
|
|
2021
Q1 | $10.5M | Buy |
62,019
+25
| +0% | +$4.25K | 2.22% | 10 |
|
|
2020
Q4 | $10.4M | Sell |
61,994
-115
| -0.2% | -$19.4K | 2.34% | 9 |
|
|
2020
Q3 | $10.3M | Sell |
62,109
-14,825
| -19% | -$2.47M | 2.59% | 9 |
|
|
2020
Q2 | $8.55M | Sell |
76,934
-497
| -0.6% | -$55.3K | 2.31% | 12 |
|
|
2020
Q1 | $7.23M | Sell |
77,431
-157
| -0.2% | -$14.7K | 2.24% | 11 |
|
|
2019
Q4 | $9.08M | Sell |
77,588
-2,641
| -3% | -$309K | 2.34% | 10 |
|
|
2019
Q3 | $9.61M | Sell |
80,229
-5,500
| -6% | -$659K | 2.71% | 7 |
|
|
2019
Q2 | $8.85M | Buy |
85,729
+11,081
| +15% | +$1.14M | 2.56% | 7 |
|
|
2019
Q1 | $8.34M | Hold |
74,648
| – | – | 2.57% | 8 |
|
|
2018
Q4 | $7.28M | Buy |
74,648
+1
| +0% | +$98 | 2.49% | 9 |
|
|
2018
Q3 | $8.72M | Buy |
74,647
+17,803
| +31% | +$2.08M | 2.76% | 6 |
|
|
2018
Q2 | $6.04M | Buy |
56,844
+2,409
| +4% | +$256K | 2.09% | 14 |
|
|
2018
Q1 | $5.7M | Buy |
54,435
+675
| +1% | +$70.6K | 2.26% | 12 |
|
|
2017
Q4 | $6.41M | Buy |
53,760
+100
| +0.2% | +$11.9K | 2.49% | 7 |
|
|
2017
Q3 | $6.44M | Sell |
53,660
-450
| -0.8% | -$54K | 2.59% | 8 |
|
|
2017
Q2 | $5.98M | Sell |
54,110
-100
| -0.2% | -$11.1K | 2.54% | 8 |
|
|
2017
Q1 | $5.82M | Buy |
54,210
+6,500
| +14% | +$697K | 2.64% | 8 |
|
|
2016
Q4 | $5.47M | Buy |
47,710
+15,210
| +47% | +$1.74M | 2.73% | 8 |
|
|
2016
Q3 | $3.55M | Buy |
+32,500
| New | +$3.55M | 1.95% | 14 |
|