Symphony 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 | $515K | Buy |
+2,971
| New | +$515K | 0.07% | 151 |
|
|
2025
Q1 | – | Sell |
-1,807
| Closed | -$428K | – | 216 |
|
|
2024
Q4 | $428K | Sell |
1,807
-400
| -18% | -$94.7K | 0.07% | 149 |
|
|
2024
Q3 | $539K | Buy |
2,207
+34
| +2% | +$8.3K | 0.09% | 138 |
|
|
2024
Q2 | $486K | Buy |
2,173
+592
| +37% | +$132K | 0.09% | 135 |
|
|
2024
Q1 | $389K | Buy |
1,581
+69
| +5% | +$17K | 0.09% | 132 |
|
|
2023
Q4 | $357K | Buy |
1,512
+57
| +4% | +$13.5K | 0.08% | 156 |
|
|
2023
Q3 | $295K | Buy |
1,455
+19
| +1% | +$3.85K | 0.07% | 132 |
|
|
2023
Q2 | $294K | Sell |
1,436
-274
| -16% | -$56.1K | 0.07% | 153 |
|
|
2023
Q1 | $339K | Sell |
1,710
-10
| -0.6% | -$1.98K | 0.09% | 168 |
|
|
2022
Q4 | $360K | Sell |
1,720
-50
| -3% | -$10.5K | 0.1% | 158 |
|
|
2022
Q3 | $353K | Sell |
1,770
-2
| -0.1% | -$399 | 0.12% | 157 |
|
|
2022
Q2 | $378K | Sell |
1,772
-323
| -15% | -$68.9K | 0.11% | 146 |
|
|
2022
Q1 | $513K | Buy |
2,095
+431
| +26% | +$106K | 0.12% | 124 |
|
|
2021
Q4 | $412K | Buy |
1,664
+399
| +32% | +$98.8K | 0.11% | 120 |
|
|
2021
Q3 | $255K | Sell |
1,265
-478
| -27% | -$96.4K | 0.09% | 153 |
|
|
2021
Q2 | $382K | Sell |
1,743
-1,359
| -44% | -$298K | 0.13% | 120 |
|
|
2021
Q1 | $648K | Sell |
3,102
-10,534
| -77% | -$2.2M | 0.17% | 91 |
|
|
2020
Q4 | $2.77M | Buy |
13,636
+995
| +8% | +$202K | 0.99% | 25 |
|
|
2020
Q3 | $2.49M | Buy |
12,641
+1,375
| +12% | +$271K | 1.02% | 25 |
|
|
2020
Q2 | $1.91M | Sell |
11,266
-2,419
| -18% | -$409K | 0.92% | 26 |
|
|
2020
Q1 | $1.92M | Buy |
+13,685
| New | +$1.92M | 1.32% | 18 |
|