Hldgs shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Hldgs
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Quarterly reported holdings in Hldgs by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $545k | 9.5k | 57.06 |
| 2024-06-30 | $465k | 9.5k | 48.66 |
| 2024-03-31 | $474k | 9.9k | 47.88 |
| 2023-12-31 | $409k | 9.9k | 41.26 |
| 2023-09-30 | $419k | 9.9k | 42.30 |
| 2023-06-30 | $544k | 9.9k | 54.87 |
| 2023-03-31 | $423k | 9.6k | 44.25 |
| 2022-12-31 | $482k | 13k | 37.70 |
| 2022-09-30 | $415k | 13k | 32.56 |
| 2022-06-30 | $453k | 13k | 35.45 |
| 2022-03-31 | $635k | 14k | 46.38 |
| 2021-12-31 | $470k | 11k | 43.77 |