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Hldgs shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Hldgs

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All positions including Hldgs held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $17k 400 41.26
2023-09-30 $17k 400 42.30
2023-06-30 $22k 400 54.87
2023-03-31 $18k 400 44.25