Citizens Financial Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
12,479
+3,543
| +40% | +$120K | 0.01% | 509 |
|
|
2025
Q1 | $274K | Buy |
+8,936
| New | +$274K | 0.01% | 519 |
|
|
2020
Q3 | – | Sell |
-1,225
| Closed | -$14K | – | 896 |
|
|
2020
Q2 | $14K | Hold |
1,225
| – | – | ﹤0.01% | 700 |
|
|
2020
Q1 | $11K | Sell |
1,225
-1,031
| -46% | -$9.26K | ﹤0.01% | 739 |
|
|
2019
Q4 | $28K | Sell |
2,256
-366
| -14% | -$4.54K | ﹤0.01% | 554 |
|
|
2019
Q3 | $30K | Buy |
2,622
+255
| +11% | +$2.92K | ﹤0.01% | 421 |
|
|
2019
Q2 | $28K | Sell |
2,367
-1,734
| -42% | -$20.5K | ﹤0.01% | 417 |
|
|
2019
Q1 | $50K | Buy |
4,101
+1,713
| +72% | +$20.9K | ﹤0.01% | 358 |
|
|
2018
Q4 | $29K | Sell |
2,388
-869
| -27% | -$10.6K | ﹤0.01% | 338 |
|
|
2018
Q3 | $51K | Buy |
3,257
+424
| +15% | +$6.64K | ﹤0.01% | 327 |
|
|
2018
Q2 | $44K | Sell |
2,833
-190
| -6% | -$2.95K | ﹤0.01% | 321 |
|
|
2018
Q1 | $53K | Buy |
3,023
+541
| +22% | +$9.49K | ﹤0.01% | 317 |
|
|
2017
Q4 | $46K | Sell |
2,482
-506
| -17% | -$9.38K | ﹤0.01% | 336 |
|
|
2017
Q3 | $51K | Buy |
2,988
+69
| +2% | +$1.18K | ﹤0.01% | 327 |
|
|
2017
Q2 | $50K | Sell |
2,919
-1,082
| -27% | -$18.5K | ﹤0.01% | 334 |
|
|
2017
Q1 | $64K | Sell |
4,001
-245
| -6% | -$3.92K | 0.01% | 326 |
|
|
2016
Q4 | $67K | Sell |
4,246
-26
| -0.6% | -$410 | 0.01% | 325 |
|
|
2016
Q3 | $58K | Sell |
4,272
-90
| -2% | -$1.22K | 0.01% | 349 |
|
|
2016
Q2 | $56K | Sell |
4,362
-1,339
| -23% | -$17.2K | 0.01% | 354 |
|
|
2016
Q1 | $91K | Buy |
5,701
+420
| +8% | +$6.7K | 0.01% | 306 |
|
|
2015
Q4 | $102K | Buy |
+5,281
| New | +$102K | 0.01% | 296 |
|