Sunbelt Securities’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 | $163K | Sell |
1,683
-190
| -10% | -$18.4K | 0.01% | 641 |
|
|
2025
Q1 | $129K | Buy |
1,873
+190
| +11% | +$13.1K | 0.01% | 671 |
|
|
2024
Q4 | $165K | Sell |
1,683
-59
| -3% | -$5.79K | 0.01% | 640 |
|
|
2024
Q3 | $99.4K | Buy |
1,742
+21
| +1% | +$1.2K | 0.01% | 765 |
|
|
2024
Q2 | $83.7K | Hold |
1,721
| – | – | 0.01% | 778 |
|
|
2024
Q1 | $82.4K | Sell |
1,721
-1,039
| -38% | -$49.7K | 0.01% | 758 |
|
|
2023
Q4 | $114K | Buy |
2,760
+779
| +39% | +$32.1K | 0.01% | 646 |
|
|
2023
Q3 | $83.8K | Hold |
1,981
| – | – | 0.01% | 694 |
|
|
2023
Q2 | $109K | Buy |
1,981
+38
| +2% | +$2.09K | 0.02% | 627 |
|
|
2023
Q1 | $84.9K | Buy |
+1,943
| New | +$84.9K | 0.01% | 622 |
|
|
2021
Q2 | – | Sell |
-3,653
| Closed | -$210K | – | 462 |
|
|
2021
Q1 | $210K | Sell |
3,653
-1,080
| -23% | -$62.1K | 0.04% | 391 |
|
|
2020
Q4 | $205K | Buy |
+4,733
| New | +$205K | 0.04% | 370 |
|
|
2020
Q1 | – | Sell |
-2,379
| Closed | -$210K | – | 634 |
|
|
2019
Q4 | $210K | Hold |
2,379
| – | – | 0.02% | 531 |
|
|
2019
Q3 | $210K | Buy |
+2,379
| New | +$210K | 0.02% | 505 |
|