United Capital Financial Advisors’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
9,095
-503
| -5% | -$129K | 0.02% | 410 |
|
|
2025
Q1 | $2.27M | Buy |
9,598
+2,040
| +27% | +$483K | 0.02% | 399 |
|
|
2024
Q4 | $1.77M | Sell |
7,558
-1,072
| -12% | -$252K | 0.02% | 441 |
|
|
2024
Q3 | $2.14M | Sell |
8,630
-307
| -3% | -$76.3K | 0.02% | 404 |
|
|
2024
Q2 | $1.92M | Buy |
8,937
+242
| +3% | +$52K | 0.02% | 414 |
|
|
2024
Q1 | $2.22M | Sell |
8,695
-561
| -6% | -$143K | 0.02% | 407 |
|
|
2023
Q4 | $2.19M | Buy |
9,256
+3,793
| +69% | +$897K | 0.02% | 402 |
|
|
2023
Q3 | $1.08M | Sell |
5,463
-919
| -14% | -$181K | 0.01% | 503 |
|
|
2023
Q2 | $1.45M | Sell |
6,382
-2,378
| -27% | -$539K | 0.01% | 485 |
|
|
2023
Q1 | $1.86M | Sell |
8,760
-3,318
| -27% | -$703K | 0.01% | 461 |
|
|
2022
Q4 | $2.98M | Buy |
12,078
+9
| +0.1% | +$2.22K | 0.02% | 406 |
|
|
2022
Q3 | $2.53M | Sell |
12,069
-592
| -5% | -$124K | 0.01% | 431 |
|
|
2022
Q2 | $2.88M | Buy |
12,661
+709
| +6% | +$161K | 0.02% | 423 |
|
|
2022
Q1 | $3.41M | Sell |
11,952
-419
| -3% | -$120K | 0.02% | 425 |
|
|
2021
Q4 | $3.68M | Sell |
12,371
-24
| -0.2% | -$7.15K | 0.02% | 426 |
|
|
2021
Q3 | $2.97M | Buy |
12,395
+76
| +0.6% | +$18.2K | 0.01% | 463 |
|
|
2021
Q2 | $3.27M | Buy |
12,319
+2,168
| +21% | +$575K | 0.02% | 444 |
|
|
2021
Q1 | $2.73M | Sell |
10,151
-698
| -6% | -$187K | 0.02% | 454 |
|
|
2020
Q4 | $2.58M | Buy |
10,849
+507
| +5% | +$120K | 0.02% | 452 |
|
|
2020
Q3 | $2.21M | Buy |
10,342
+165
| +2% | +$35.3K | 0.01% | 477 |
|
|
2020
Q2 | $1.79M | Sell |
10,177
-72
| -0.7% | -$12.6K | 0.01% | 541 |
|
|
2020
Q1 | $1.5M | Sell |
10,249
-3,190
| -24% | -$466K | 0.01% | 548 |
|
|
2019
Q4 | $2.61M | Sell |
13,439
-8,347
| -38% | -$1.62M | 0.02% | 551 |
|
|
2019
Q3 | $3.91M | Sell |
21,786
-8,270
| -28% | -$1.49M | 0.03% | 466 |
|
|
2019
Q2 | $5.99M | Sell |
30,056
-483
| -2% | -$96.3K | 0.04% | 386 |
|
|
2019
Q1 | $5.69M | Buy |
30,539
+597
| +2% | +$111K | 0.04% | 388 |
|
|
2018
Q4 | $4.48M | Buy |
29,942
+6,823
| +30% | +$1.02M | 0.04% | 401 |
|
|
2018
Q3 | $4.17M | Buy |
23,119
+135
| +0.6% | +$24.4K | 0.03% | 467 |
|
|
2018
Q2 | $3.47M | Buy |
22,984
+338
| +1% | +$51K | 0.03% | 481 |
|
|
2018
Q1 | $3.08M | Sell |
22,646
-581
| -3% | -$78.9K | 0.02% | 494 |
|
|
2017
Q4 | $3.38M | Sell |
23,227
-496
| -2% | -$72.1K | 0.03% | 480 |
|
|
2017
Q3 | $3.14M | Sell |
23,723
-56
| -0.2% | -$7.41K | 0.03% | 475 |
|
|
2017
Q2 | $2.89M | Buy |
23,779
+80
| +0.3% | +$9.74K | 0.03% | 493 |
|
|
2017
Q1 | $2.65M | Buy |
23,699
+2,027
| +9% | +$227K | 0.02% | 498 |
|
|
2016
Q4 | $2.34M | Sell |
21,672
-888
| -4% | -$96K | 0.02% | 529 |
|
|
2016
Q3 | $2.19M | Buy |
22,560
+325
| +1% | +$31.5K | 0.02% | 563 |
|
|
2016
Q2 | $1.89M | Buy |
22,235
+74
| +0.3% | +$6.29K | 0.02% | 565 |
|
|
2016
Q1 | $1.85M | Sell |
22,161
-812
| -4% | -$67.6K | 0.02% | 552 |
|
|
2015
Q4 | $1.94M | Sell |
22,973
-4,274
| -16% | -$361K | 0.02% | 554 |
|
|
2015
Q3 | $2.08M | Sell |
27,247
-2,949
| -10% | -$225K | 0.03% | 519 |
|
|
2015
Q2 | $2.64M | Buy |
30,196
+2,677
| +10% | +$234K | 0.03% | 515 |
|
|
2015
Q1 | $2.78M | Sell |
27,519
-56,359
| -67% | -$5.68M | 0.03% | 485 |
|
|
2014
Q4 | $9.19M | Buy |
83,878
+78,332
| +1,412% | +$8.59M | 0.14% | 175 |
|
|
2014
Q3 | $619K | Buy |
+5,546
| New | +$619K | 0.01% | 729 |
|
|
2014
Q2 | – | Sell |
-5,327
| Closed | -$518K | – | 888 |
|
|
2014
Q1 | $518K | Buy |
5,327
+1,909
| +56% | +$186K | 0.01% | 629 |
|
|
2013
Q4 | $317K | Buy |
+3,418
| New | +$317K | 0.01% | 521 |
|