Sowell Financial Services LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in UAL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,357,860

+$560,811 QoQ

Shares Held

9,985

+15.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#409

of 1,061 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Sowell Financial Services LLC holds $4,661,392 across 4 Airlines names. UAL ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	31,766	$2,975,203
2	UAL	United Airlines Holdings, Inc. This page	9,985	$1,357,860
3	LUV	Southwest Airlines Co	6,152	$316,335
4	SRFM	Surf Air Mobility Inc.	10,340	$11,994

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,357,860	9,985	+15.3%	Shares	Sole	2026-07-20
2026-03-31	$797,049	8,657	+104.1%	Shares	Sole	2026-04-20
2025-12-31	$474,228	4,241	-3.7%	Shares	Sole	2026-01-21
2025-09-30	$424,889	4,403	-47.6%	Shares	Sole	2025-10-17
2025-06-30	$669,290	8,405	+5.9%	Shares	Sole	2025-07-14
2025-03-31	$547,911	7,935	+409.3%	Shares	Sole	2025-04-17
2021-03-31	$89,647	1,558	-61.6%	Shares	Sole	2021-05-07
2020-12-31	$175,595	4,060	+75.1%	Shares	Sole	2021-01-13
2020-09-30	$80,585	2,319	-20.8%	Shares	Sole	2020-11-12
2020-06-30	$101,303	2,927	+428.3%	Shares	Sole	2020-08-13
2020-03-31	$17,478	554	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.