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Hldgs shares owned by Roxbury Financial

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 330 96.50
2025-06-30 $26k 330 79.63
2025-03-31 $31k 330 93.81
2024-12-31 $32k 330 96.83