Cullen/Frost Bankers’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 | $1.05M | Buy |
30,923
+24,125
| +355% | +$816K | 0.01% | 314 |
|
2025
Q1 | $208K | Sell |
6,798
-2,077
| -23% | -$63.6K | ﹤0.01% | 507 |
|
2024
Q4 | $269K | Sell |
8,875
-206
| -2% | -$6.25K | ﹤0.01% | 451 |
|
2024
Q3 | $281K | Buy |
9,081
+2,192
| +32% | +$67.8K | ﹤0.01% | 454 |
|
2024
Q2 | $204K | Sell |
6,889
-2,595
| -27% | -$76.7K | ﹤0.01% | 486 |
|
2024
Q1 | $291K | Buy |
9,484
+50
| +0.5% | +$1.54K | ﹤0.01% | 430 |
|
2023
Q4 | $292K | Sell |
9,434
-1,200
| -11% | -$37.1K | ﹤0.01% | 433 |
|
2023
Q3 | $262K | Hold |
10,634
| – | – | ﹤0.01% | 464 |
|
2023
Q2 | $216K | Hold |
10,634
| – | – | ﹤0.01% | 493 |
|
2023
Q1 | $227K | Sell |
10,634
-240
| -2% | -$5.12K | ﹤0.01% | 481 |
|
2022
Q4 | $203K | Hold |
10,874
| – | – | ﹤0.01% | 501 |
|
2022
Q3 | $158K | Buy |
10,874
+418
| +4% | +$6.07K | ﹤0.01% | 523 |
|
2022
Q2 | $170K | Sell |
10,456
-1,182
| -10% | -$19.2K | ﹤0.01% | 524 |
|
2022
Q1 | $227K | Buy |
11,638
+500
| +4% | +$9.75K | ﹤0.01% | 502 |
|
2021
Q4 | $199K | Sell |
11,138
-500
| -4% | -$8.93K | ﹤0.01% | 537 |
|
2021
Q3 | $186K | Sell |
11,638
-1,296
| -10% | -$20.7K | ﹤0.01% | 536 |
|
2021
Q2 | $198K | Buy |
12,934
+500
| +4% | +$7.65K | ﹤0.01% | 536 |
|
2021
Q1 | $193K | Sell |
12,434
-28,380
| -70% | -$441K | ﹤0.01% | 523 |
|
2020
Q4 | $577K | Hold |
40,814
| – | – | 0.01% | 347 |
|
2020
Q3 | $455K | Buy |
40,814
+28,380
| +228% | +$316K | 0.01% | 351 |
|
2020
Q2 | $143K | Buy |
12,434
+11,927
| +2,352% | +$137K | ﹤0.01% | 484 |
|
2020
Q1 | $5K | Buy |
507
+395
| +353% | +$3.9K | ﹤0.01% | 799 |
|
2019
Q4 | $1K | Buy |
+112
| New | +$1K | ﹤0.01% | 1024 |
|
2019
Q3 | – | Sell |
-870
| Closed | -$10K | – | 1095 |
|
2019
Q2 | $10K | Buy |
+870
| New | +$10K | ﹤0.01% | 842 |
|