Symphony 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 | $219K | Buy |
+2,374
| New | +$219K | 0.03% | 240 |
|
|
2025
Q1 | – | Sell |
-2,082
| Closed | -$230K | – | 213 |
|
|
2024
Q4 | $230K | Buy |
+2,082
| New | +$230K | 0.04% | 206 |
|
|
2021
Q2 | – | Sell |
-3,901
| Closed | -$260K | – | 200 |
|
|
2021
Q1 | $260K | Buy |
+3,901
| New | +$260K | 0.07% | 171 |
|