Stratos Wealth Advisors’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 | $377K | Sell |
1,638
-125
| -7% | -$28.8K | 0.02% | 499 |
|
|
2025
Q1 | $417K | Sell |
1,763
-12
| -0.7% | -$2.84K | 0.02% | 481 |
|
|
2024
Q4 | $405K | Buy |
1,775
+263
| +17% | +$60K | 0.02% | 523 |
|
|
2024
Q3 | $373K | Sell |
1,512
-21
| -1% | -$5.18K | 0.02% | 566 |
|
|
2024
Q2 | $347K | Buy |
1,533
+351
| +30% | +$79.5K | 0.02% | 551 |
|
|
2024
Q1 | $291K | Sell |
1,182
-29
| -2% | -$7.14K | 0.02% | 557 |
|
|
2023
Q4 | $298K | Sell |
1,211
-327
| -21% | -$80.4K | 0.02% | 555 |
|
|
2023
Q3 | $313K | Buy |
1,538
+145
| +10% | +$29.5K | 0.02% | 519 |
|
|
2023
Q2 | $285K | Buy |
1,393
+254
| +22% | +$52K | 0.02% | 517 |
|
|
2023
Q1 | $229K | Sell |
1,139
-6
| -0.5% | -$1.21K | 0.02% | 554 |
|
|
2022
Q4 | $237K | Sell |
1,145
-120
| -9% | -$24.9K | 0.02% | 514 |
|
|
2022
Q3 | $247K | Sell |
1,265
-538
| -30% | -$105K | 0.03% | 442 |
|
|
2022
Q2 | $385K | Sell |
1,803
-13
| -0.7% | -$2.78K | 0.03% | 404 |
|
|
2022
Q1 | $496K | Sell |
1,816
-1,618
| -47% | -$442K | 0.04% | 377 |
|
|
2021
Q4 | $865K | Buy |
3,434
+147
| +4% | +$37K | 0.06% | 307 |
|
|
2021
Q3 | $644K | Sell |
3,287
-2,505
| -43% | -$491K | 0.06% | 311 |
|
|
2021
Q2 | $1.27M | Buy |
5,792
+967
| +20% | +$213K | 0.11% | 208 |
|
|
2021
Q1 | $1.06M | Buy |
4,825
+1,168
| +32% | +$258K | 0.11% | 203 |
|
|
2020
Q4 | $762K | Buy |
3,657
+2,573
| +237% | +$536K | 0.11% | 193 |
|
|
2020
Q3 | $214K | Buy |
+1,084
| New | +$214K | 0.05% | 290 |
|
|
2020
Q1 | – | Sell |
-1,185
| Closed | -$214K | – | 303 |
|
|
2019
Q4 | $214K | Sell |
1,185
-501
| -30% | -$90.5K | 0.12% | 152 |
|
|
2019
Q3 | $273K | Sell |
1,686
-66
| -4% | -$10.7K | 0.1% | 196 |
|
|
2019
Q2 | $296K | Buy |
1,752
+552
| +46% | +$93.3K | 0.12% | 179 |
|
|
2019
Q1 | $201K | Buy |
+1,200
| New | +$201K | 0.11% | 208 |
|