Summit Global Investments’s United Airlines UAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,016	Closed	-$390K	–	584
2024 Q4	$390K	Buy	+4,016	New	+$390K	0.02%	405
2023 Q4	–	Sell	-144,208	Closed	-$6.1M	–	598
2023 Q3	$6.1M	Buy	144,208 +13,211	+10%	+$559K	0.41%	55
2023 Q2	$7.19M	Buy	+130,997	New	+$7.19M	0.48%	56