Summit Financial’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 | $4.15M | Sell |
18,041
-277
| -2% | -$63.7K | 0.09% | 187 |
|
|
2025
Q1 | $4.33M | Buy |
18,318
+1,164
| +7% | +$275K | 0.12% | 150 |
|
|
2024
Q4 | $3.91M | Buy |
17,154
+251
| +1% | +$57.2K | 0.14% | 132 |
|
|
2024
Q3 | $4.17M | Sell |
16,903
-1,739
| -9% | -$429K | 0.16% | 106 |
|
|
2024
Q2 | $4.22M | Buy |
18,642
+7,988
| +75% | +$1.81M | 0.19% | 90 |
|
|
2024
Q1 | $2.62M | Sell |
10,654
-376
| -3% | -$92.5K | 0.16% | 86 |
|
|
2023
Q4 | $2.71M | Buy |
11,030
+195
| +2% | +$47.9K | 0.18% | 78 |
|
|
2023
Q3 | $2.21M | Buy |
10,835
+159
| +1% | +$32.4K | 0.16% | 83 |
|
|
2023
Q2 | $2.18M | Buy |
10,676
+789
| +8% | +$161K | 0.16% | 82 |
|
|
2023
Q1 | $1.99M | Sell |
9,887
-102
| -1% | -$20.5K | 0.17% | 65 |
|
|
2022
Q4 | $2.07M | Sell |
9,989
-239
| -2% | -$49.5K | 0.19% | 54 |
|
|
2022
Q3 | $1.99M | Buy |
10,228
+1,340
| +15% | +$261K | 0.19% | 58 |
|
|
2022
Q2 | $1.9M | Sell |
8,888
-203
| -2% | -$43.3K | 0.18% | 58 |
|
|
2022
Q1 | $2.48M | Buy |
9,091
+1,023
| +13% | +$279K | 0.19% | 54 |
|
|
2021
Q4 | $2.03M | Buy |
8,068
+1,820
| +29% | +$458K | 0.16% | 58 |
|
|
2021
Q3 | $1.22M | Buy |
6,248
+3,144
| +101% | +$616K | 0.11% | 74 |
|
|
2021
Q2 | $683K | Buy |
+3,104
| New | +$683K | 0.07% | 68 |
|