HRT Financial’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 | $583K | Buy |
+17,254
| New | +$583K | ﹤0.01% | 1295 |
|
|
2024
Q3 | – | Sell |
-15,703
| Closed | -$463K | – | 2948 |
|
|
2024
Q2 | $463K | Sell |
15,703
-459
| -3% | -$13.5K | ﹤0.01% | 1221 |
|
|
2024
Q1 | $496K | Sell |
16,162
-4,644
| -22% | -$143K | ﹤0.01% | 1204 |
|
|
2023
Q4 | $642K | Buy |
20,806
+6,612
| +47% | +$204K | ﹤0.01% | 1135 |
|
|
2023
Q3 | $349K | Sell |
14,194
-8,708
| -38% | -$214K | ﹤0.01% | 1414 |
|
|
2023
Q2 | $464K | Buy |
+22,902
| New | +$464K | ﹤0.01% | 1275 |
|
|
2022
Q4 | – | Sell |
-26,332
| Closed | -$382K | – | 2959 |
|
|
2022
Q3 | $382K | Buy |
+26,332
| New | +$382K | ﹤0.01% | 1729 |
|
|
2021
Q3 | – | Sell |
-43,054
| Closed | -$660K | – | 3520 |
|
|
2021
Q2 | $660K | Buy |
+43,054
| New | +$660K | 0.01% | 1462 |
|
|
2021
Q1 | – | Sell |
-22,345
| Closed | -$315K | – | 2944 |
|
|
2020
Q4 | $315K | Buy |
+22,345
| New | +$315K | 0.01% | 1198 |
|
|
2019
Q3 | – | Sell |
-17,001
| Closed | -$201K | – | 1510 |
|
|
2019
Q2 | $201K | Buy |
+17,001
| New | +$201K | 0.01% | 614 |
|
|
2019
Q1 | – | Sell |
-16,201
| Closed | -$200K | – | 759 |
|
|
2018
Q4 | $200K | Buy |
+16,201
| New | +$200K | 0.03% | 469 |
|