Stratos Wealth Partners’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 | $3.49M | Buy |
15,185
+621
| +4% | +$143K | 0.05% | 359 |
|
|
2025
Q1 | $3.44M | Sell |
14,564
-1,698
| -10% | -$401K | 0.05% | 331 |
|
|
2024
Q4 | $3.71M | Buy |
16,262
+322
| +2% | +$73.4K | 0.05% | 328 |
|
|
2024
Q3 | $3.93M | Buy |
15,940
+1,530
| +11% | +$377K | 0.06% | 308 |
|
|
2024
Q2 | $3.26M | Sell |
14,410
-1,267
| -8% | -$287K | 0.05% | 333 |
|
|
2024
Q1 | $3.86M | Sell |
15,677
-564
| -3% | -$139K | 0.06% | 290 |
|
|
2023
Q4 | $3.99M | Sell |
16,241
-287
| -2% | -$70.5K | 0.07% | 265 |
|
|
2023
Q3 | $3.37M | Sell |
16,528
-9,101
| -36% | -$1.85M | 0.07% | 268 |
|
|
2023
Q2 | $5.24M | Buy |
25,629
+4,820
| +23% | +$986K | 0.12% | 187 |
|
|
2023
Q1 | $4.19M | Sell |
20,809
-4,078
| -16% | -$821K | 0.11% | 187 |
|
|
2022
Q4 | $5.15M | Sell |
24,887
-396
| -2% | -$82K | 0.13% | 172 |
|
|
2022
Q3 | $4.93M | Sell |
25,283
-3,011
| -11% | -$587K | 0.14% | 156 |
|
|
2022
Q2 | $6.04M | Buy |
28,294
+1,193
| +4% | +$254K | 0.15% | 138 |
|
|
2022
Q1 | $7.4M | Buy |
27,101
+4,461
| +20% | +$1.22M | 0.17% | 125 |
|
|
2021
Q4 | $5.7M | Buy |
22,640
+639
| +3% | +$161K | 0.13% | 171 |
|
|
2021
Q3 | $4.31M | Buy |
22,001
+1,345
| +7% | +$264K | 0.11% | 198 |
|
|
2021
Q2 | $4.54M | Buy |
20,656
+1,351
| +7% | +$297K | 0.11% | 198 |
|
|
2021
Q1 | $4.26M | Buy |
19,305
+513
| +3% | +$113K | 0.12% | 194 |
|
|
2020
Q4 | $3.91M | Buy |
18,792
+571
| +3% | +$119K | 0.12% | 192 |
|
|
2020
Q3 | $3.59M | Sell |
18,221
-4
| -0% | -$787 | 0.12% | 190 |
|
|
2020
Q2 | $3.08M | Buy |
18,225
+1,159
| +7% | +$196K | 0.11% | 196 |
|
|
2020
Q1 | $2.41M | Sell |
17,066
-1,613
| -9% | -$227K | 0.11% | 190 |
|
|
2019
Q4 | $3.38M | Buy |
18,679
+474
| +3% | +$85.7K | 0.13% | 167 |
|
|
2019
Q3 | $2.95M | Sell |
18,205
-2,000
| -10% | -$324K | 0.13% | 175 |
|
|
2019
Q2 | $3.42M | Buy |
20,205
+547
| +3% | +$92.5K | 0.15% | 152 |
|
|
2019
Q1 | $3.29M | Buy |
19,658
+591
| +3% | +$98.8K | 0.15% | 158 |
|
|
2018
Q4 | $2.64M | Sell |
19,067
-488
| -2% | -$67.5K | 0.14% | 167 |
|
|
2018
Q3 | $3.18M | Sell |
19,555
-5,042
| -20% | -$821K | 0.14% | 151 |
|
|
2018
Q2 | $3.49M | Buy |
24,597
+5,385
| +28% | +$763K | 0.16% | 138 |
|
|
2018
Q1 | $2.58M | Sell |
19,212
-313
| -2% | -$42.1K | 0.11% | 202 |
|
|
2017
Q4 | $2.62M | Sell |
19,525
-8,246
| -30% | -$1.11M | 0.12% | 186 |
|
|
2017
Q3 | $3.22M | Buy |
27,771
+10,047
| +57% | +$1.17M | 0.15% | 145 |
|
|
2017
Q2 | $1.93M | Buy |
17,724
+1,304
| +8% | +$142K | 0.1% | 199 |
|
|
2017
Q1 | $1.74M | Buy |
16,420
+3,335
| +25% | +$353K | 0.1% | 198 |
|
|
2016
Q4 | $1.36M | Sell |
13,085
-15,363
| -54% | -$1.59M | 0.08% | 219 |
|
|
2016
Q3 | $2.78M | Buy |
28,448
+675
| +2% | +$65.8K | 0.19% | 112 |
|
|
2016
Q2 | $2.42M | Buy |
27,773
+2,680
| +11% | +$234K | 0.18% | 114 |
|
|
2016
Q1 | $2M | Buy |
25,093
+16,143
| +180% | +$1.28M | 0.17% | 108 |
|
|
2015
Q4 | $700K | Sell |
8,950
-4,181
| -32% | -$327K | 0.06% | 232 |
|
|
2015
Q3 | $1.16M | Buy |
13,131
+2,822
| +27% | +$249K | 0.15% | 129 |
|
|
2015
Q2 | $983K | Sell |
10,309
-5,460
| -35% | -$521K | 0.13% | 158 |
|
|
2015
Q1 | $1.7M | Buy |
15,769
+2,867
| +22% | +$309K | 0.2% | 104 |
|
|
2014
Q4 | $1.54M | Buy |
12,902
+4,023
| +45% | +$479K | 0.28% | 94 |
|
|
2014
Q3 | $963K | Buy |
8,879
+160
| +2% | +$17.4K | 0.23% | 101 |
|
|
2014
Q2 | $871K | Buy |
+8,719
| New | +$871K | 0.29% | 100 |
|