Summit Securities Group’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 | $17.5K | Buy |
+220
| New | +$17.5K | ﹤0.01% | 624 |
|
|
2024
Q1 | – | Sell |
-7,400
| Closed | -$305K | – | 718 |
|
|
2023
Q4 | $305K | Buy |
7,400
+6,470
| +696% | +$267K | 0.03% | 93 |
|
|
2023
Q3 | $39K | Buy |
930
+501
| +117% | +$21K | ﹤0.01% | 170 |
|
|
2023
Q2 | $24K | Sell |
429
-213
| -33% | -$11.9K | ﹤0.01% | 462 |
|
|
2023
Q1 | $28K | Sell |
642
-13,189
| -95% | -$575K | ﹤0.01% | 434 |
|
|
2022
Q4 | $521K | Sell |
13,831
-10,210
| -42% | -$385K | 0.02% | 102 |
|
|
2022
Q3 | $782K | Buy |
24,041
+23,358
| +3,420% | +$760K | 0.06% | 99 |
|
|
2022
Q2 | $24K | Buy |
683
+550
| +414% | +$19.3K | ﹤0.01% | 546 |
|
|
2022
Q1 | $6K | Buy |
+133
| New | +$6K | ﹤0.01% | 705 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 536 |
|
|
2021
Q3 | – | Sell |
-9,501
| Closed | -$497K | – | 491 |
|
|
2021
Q2 | $497K | Buy |
+9,501
| New | +$497K | 0.04% | 191 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 345 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 268 |
|
|
2020
Q2 | – | Sell |
-53,200
| Closed | -$1.68M | – | 236 |
|
|
2020
Q1 | $1.68M | Buy |
+53,200
| New | +$1.68M | 0.3% | 27 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 293 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 229 |
|