United Capital Financial Advisors’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 | $869K | Buy |
10,919
+1,501
| +16% | +$120K | 0.01% | 622 |
|
|
2025
Q1 | $650K | Sell |
9,418
-324
| -3% | -$22.4K | 0.01% | 669 |
|
|
2024
Q4 | $946K | Sell |
9,742
-1,428
| -13% | -$139K | 0.01% | 556 |
|
|
2024
Q3 | $637K | Sell |
11,170
-488
| -4% | -$27.8K | 0.01% | 663 |
|
|
2024
Q2 | $567K | Sell |
11,658
-71
| -0.6% | -$3.46K | ﹤0.01% | 669 |
|
|
2024
Q1 | $562K | Buy |
11,729
+447
| +4% | +$21.4K | ﹤0.01% | 704 |
|
|
2023
Q4 | $465K | Buy |
+11,282
| New | +$465K | ﹤0.01% | 742 |
|
|
2023
Q3 | – | Sell |
-4,841
| Closed | -$266K | – | 898 |
|
|
2023
Q2 | $266K | Sell |
4,841
-2,445
| -34% | -$134K | ﹤0.01% | 794 |
|
|
2023
Q1 | $322K | Buy |
7,286
+1,054
| +17% | +$46.6K | ﹤0.01% | 803 |
|
|
2022
Q4 | $235K | Sell |
6,232
-705
| -10% | -$26.6K | ﹤0.01% | 943 |
|
|
2022
Q3 | $226K | Sell |
6,937
-1,357
| -16% | -$44.2K | ﹤0.01% | 982 |
|
|
2022
Q2 | $294K | Sell |
8,294
-2,612
| -24% | -$92.6K | ﹤0.01% | 947 |
|
|
2022
Q1 | $506K | Sell |
10,906
-1,015
| -9% | -$47.1K | ﹤0.01% | 828 |
|
|
2021
Q4 | $522K | Sell |
11,921
-440
| -4% | -$19.3K | ﹤0.01% | 843 |
|
|
2021
Q3 | $588K | Sell |
12,361
-1,782
| -13% | -$84.8K | ﹤0.01% | 813 |
|
|
2021
Q2 | $740K | Buy |
14,143
+94
| +0.7% | +$4.92K | ﹤0.01% | 769 |
|
|
2021
Q1 | $808K | Sell |
14,049
-1,478
| -10% | -$85K | ﹤0.01% | 721 |
|
|
2020
Q4 | $672K | Buy |
15,527
+1,877
| +14% | +$81.2K | ﹤0.01% | 772 |
|
|
2020
Q3 | $474K | Sell |
13,650
-595
| -4% | -$20.7K | ﹤0.01% | 836 |
|
|
2020
Q2 | $493K | Buy |
14,245
+3,911
| +38% | +$135K | ﹤0.01% | 866 |
|
|
2020
Q1 | $326K | Buy |
10,334
+7,017
| +212% | +$221K | ﹤0.01% | 949 |
|
|
2019
Q4 | $292K | Buy |
3,317
+100
| +3% | +$8.8K | ﹤0.01% | 1131 |
|
|
2019
Q3 | $284K | Sell |
3,217
-2,782
| -46% | -$246K | ﹤0.01% | 1084 |
|
|
2019
Q2 | $525K | Buy |
5,999
+117
| +2% | +$10.2K | ﹤0.01% | 1027 |
|
|
2019
Q1 | $469K | Sell |
5,882
-305
| -5% | -$24.3K | ﹤0.01% | 989 |
|
|
2018
Q4 | $518K | Buy |
6,187
+163
| +3% | +$13.6K | ﹤0.01% | 909 |
|
|
2018
Q3 | $536K | Buy |
6,024
+219
| +4% | +$19.5K | ﹤0.01% | 954 |
|
|
2018
Q2 | $405K | Sell |
5,805
-35,175
| -86% | -$2.45M | ﹤0.01% | 990 |
|
|
2018
Q1 | $2.85M | Sell |
40,980
-16,824
| -29% | -$1.17M | 0.02% | 509 |
|
|
2017
Q4 | $3.9M | Buy |
57,804
+7,757
| +15% | +$523K | 0.03% | 455 |
|
|
2017
Q3 | $3.05M | Buy |
50,047
+44,065
| +737% | +$2.68M | 0.03% | 483 |
|
|
2017
Q2 | $450K | Buy |
5,982
+2,189
| +58% | +$165K | ﹤0.01% | 950 |
|
|
2017
Q1 | $268K | Sell |
3,793
-26,626
| -88% | -$1.88M | ﹤0.01% | 1088 |
|
|
2016
Q4 | $2.22M | Buy |
30,419
+4,295
| +16% | +$313K | 0.02% | 540 |
|
|
2016
Q3 | $1.37M | Buy |
26,124
+9,162
| +54% | +$481K | 0.01% | 691 |
|
|
2016
Q2 | $695K | Buy |
16,962
+13,563
| +399% | +$556K | 0.01% | 836 |
|
|
2016
Q1 | $203K | Buy |
+3,399
| New | +$203K | ﹤0.01% | 1121 |
|
|
2015
Q4 | – | Sell |
-3,890
| Closed | -$206K | – | 1290 |
|
|
2015
Q3 | $206K | Buy |
+3,890
| New | +$206K | ﹤0.01% | 1152 |
|