Hldgs shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Hldgs (UAL) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Hldgs
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Quarterly reported holdings in Hldgs by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $244k | 4.3k | 57.06 |
| 2024-06-30 | $208k | 4.3k | 48.66 |
| 2024-03-31 | $204k | 4.3k | 47.88 |
| 2023-06-30 | $244k | 4.5k | 54.87 |
| 2023-03-31 | $217k | 4.9k | 44.25 |
| 2022-03-31 | $227k | 4.9k | 46.39 |
| 2021-12-31 | $214k | 4.9k | 43.74 |
| 2021-09-30 | $233k | 7.3k | 32.01 |
| 2021-06-30 | $256k | 4.9k | 52.32 |
| 2021-03-31 | $282k | 4.9k | 57.63 |
| 2020-12-31 | $222k | 5.1k | 43.17 |