United Capital Financial Advisors’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 | $8.77M | Sell |
38,118
-4,952
| -11% | -$1.14M | 0.07% | 216 |
|
|
2025
Q1 | $10.2M | Buy |
43,070
+482
| +1% | +$114K | 0.09% | 173 |
|
|
2024
Q4 | $9.71M | Sell |
42,588
-2,271
| -5% | -$518K | 0.08% | 177 |
|
|
2024
Q3 | $11.1M | Sell |
44,859
-605
| -1% | -$149K | 0.09% | 171 |
|
|
2024
Q2 | $10.3M | Sell |
45,464
-3,046
| -6% | -$689K | 0.09% | 174 |
|
|
2024
Q1 | $11.9M | Sell |
48,510
-12,790
| -21% | -$3.15M | 0.1% | 167 |
|
|
2023
Q4 | $15.1M | Sell |
61,300
-70,912
| -54% | -$17.4M | 0.12% | 152 |
|
|
2023
Q3 | $26.9M | Sell |
132,212
-12,299
| -9% | -$2.5M | 0.18% | 116 |
|
|
2023
Q2 | $29.6M | Sell |
144,511
-7,134
| -5% | -$1.46M | 0.16% | 119 |
|
|
2023
Q1 | $30.5M | Sell |
151,645
-8,324
| -5% | -$1.68M | 0.17% | 118 |
|
|
2022
Q4 | $33.1M | Sell |
159,969
-143,612
| -47% | -$29.7M | 0.19% | 113 |
|
|
2022
Q3 | $59.1M | Sell |
303,581
-4,132
| -1% | -$805K | 0.35% | 58 |
|
|
2022
Q2 | $65.6M | Buy |
307,713
+1,550
| +0.5% | +$331K | 0.36% | 58 |
|
|
2022
Q1 | $83.6M | Sell |
306,163
-8,812
| -3% | -$2.41M | 0.41% | 45 |
|
|
2021
Q4 | $79.4M | Sell |
314,975
-24
| -0% | -$6.05K | 0.37% | 52 |
|
|
2021
Q3 | $61.7M | Sell |
314,999
-6,181
| -2% | -$1.21M | 0.31% | 66 |
|
|
2021
Q2 | $70.6M | Buy |
321,180
+3,607
| +1% | +$793K | 0.36% | 59 |
|
|
2021
Q1 | $70M | Buy |
317,573
+9,463
| +3% | +$2.09M | 0.39% | 52 |
|
|
2020
Q4 | $64.2M | Buy |
308,110
+9,437
| +3% | +$1.96M | 0.39% | 52 |
|
|
2020
Q3 | $58.8M | Sell |
298,673
-2,806
| -0.9% | -$552K | 0.38% | 55 |
|
|
2020
Q2 | $51M | Sell |
301,479
-485
| -0.2% | -$82K | 0.37% | 62 |
|
|
2020
Q1 | $38.9M | Sell |
301,964
-43,377
| -13% | -$5.59M | 0.32% | 70 |
|
|
2019
Q4 | $62.4M | Buy |
345,341
+13,266
| +4% | +$2.4M | 0.4% | 47 |
|
|
2019
Q3 | $53.8M | Sell |
332,075
-40,516
| -11% | -$6.56M | 0.38% | 54 |
|
|
2019
Q2 | $63M | Buy |
372,591
+1,329
| +0.4% | +$225K | 0.41% | 50 |
|
|
2019
Q1 | $62.1M | Sell |
371,262
-2,389
| -0.6% | -$399K | 0.44% | 46 |
|
|
2018
Q4 | $51.7M | Buy |
373,651
+17,919
| +5% | +$2.48M | 0.41% | 54 |
|
|
2018
Q3 | $57.9M | Buy |
355,732
+9,728
| +3% | +$1.58M | 0.41% | 53 |
|
|
2018
Q2 | $49M | Buy |
346,004
+7,013
| +2% | +$994K | 0.37% | 52 |
|
|
2018
Q1 | $45.6M | Buy |
338,991
+5,617
| +2% | +$755K | 0.35% | 58 |
|
|
2017
Q4 | $45M | Buy |
333,374
+64
| +0% | +$8.65K | 0.36% | 59 |
|
|
2017
Q3 | $38.7M | Buy |
333,310
+1,436
| +0.4% | +$167K | 0.33% | 62 |
|
|
2017
Q2 | $36.1M | Buy |
331,874
+106,374
| +47% | +$11.6M | 0.32% | 64 |
|
|
2017
Q1 | $23.9M | Sell |
225,500
-293
| -0.1% | -$31K | 0.22% | 102 |
|
|
2016
Q4 | $23.4M | Buy |
225,793
+1,653
| +0.7% | +$171K | 0.23% | 95 |
|
|
2016
Q3 | $21.9M | Buy |
224,140
+6,492
| +3% | +$633K | 0.21% | 106 |
|
|
2016
Q2 | $18.9M | Buy |
217,648
+16,435
| +8% | +$1.43M | 0.19% | 111 |
|
|
2016
Q1 | $16M | Buy |
201,213
+22,009
| +12% | +$1.75M | 0.18% | 123 |
|
|
2015
Q4 | $14M | Buy |
179,204
+12,196
| +7% | +$954K | 0.16% | 137 |
|
|
2015
Q3 | $14.8M | Buy |
167,008
+26,434
| +19% | +$2.34M | 0.18% | 120 |
|
|
2015
Q2 | $13.4M | Buy |
140,574
+10,374
| +8% | +$989K | 0.16% | 152 |
|
|
2015
Q1 | $13.8M | Buy |
130,200
+7,511
| +6% | +$798K | 0.17% | 141 |
|
|
2014
Q4 | $14.6M | Buy |
122,689
+23,479
| +24% | +$2.8M | 0.22% | 112 |
|
|
2014
Q3 | $10.8M | Buy |
99,210
+1,841
| +2% | +$200K | 0.19% | 138 |
|
|
2014
Q2 | $9.71M | Buy |
97,369
+8,191
| +9% | +$817K | 0.18% | 145 |
|
|
2014
Q1 | $8.37M | Buy |
89,178
+75,460
| +550% | +$7.08M | 0.18% | 136 |
|
|
2013
Q4 | $1.15M | Sell |
13,718
-19,462
| -59% | -$1.63M | 0.04% | 314 |
|
|
2013
Q3 | $2.58M | Sell |
33,180
-19,158
| -37% | -$1.49M | 0.08% | 221 |
|
|
2013
Q2 | $4.04M | Buy |
+52,338
| New | +$4.04M | 0.11% | 221 |
|