Hldgs shares owned by Affinity Investment Advisors
Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Affinity Investment Advisors
from 13F filings
Historical chart of Affinity Investment Advisors investment in Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Hldgs held by Affinity Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Hldgs by Affinity Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $408k | 4.2k | 96.50 |
| 2025-06-30 | $311k | 3.9k | 79.63 |
| 2024-09-30 | $212k | 3.7k | 57.06 |
| 2023-06-30 | $262k | 4.8k | 54.87 |
| 2023-03-31 | $235k | 5.3k | 44.25 |
| 2022-12-31 | $201k | 5.3k | 37.70 |
| 2018-06-30 | $2.2M | 31k | 69.73 |
More positions owned by Affinity Investment Advisors
View all positions for Affinity Investment Advisors