Summit 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 | $568K | Buy |
7,133
+283
| +4% | +$22.5K | 0.01% | 549 |
|
|
2025
Q1 | $473K | Buy |
6,850
+189
| +3% | +$13.1K | 0.01% | 524 |
|
|
2024
Q4 | $647K | Buy |
6,661
+243
| +4% | +$23.6K | 0.02% | 400 |
|
|
2024
Q3 | $366K | Sell |
6,418
-523
| -8% | -$29.8K | 0.01% | 428 |
|
|
2024
Q2 | $338K | Buy |
+6,941
| New | +$338K | 0.02% | 394 |
|