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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

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by LBMC Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
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