Jefferies 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 | $6.84M | Buy |
202,272
+50,992
| +34% | +$1.73M | 0.06% | 155 |
|
|
2025
Q1 | $4.6M | Buy |
151,280
+123,422
| +443% | +$3.75M | 0.04% | 235 |
|
|
2024
Q4 | $845K | Sell |
27,858
-7,613
| -21% | -$231K | 0.01% | 711 |
|
|
2024
Q3 | $1.09M | Sell |
35,471
-272,446
| -88% | -$8.41M | 0.01% | 556 |
|
|
2024
Q2 | $9.07M | Buy |
307,917
+286,181
| +1,317% | +$8.43M | 0.1% | 110 |
|
|
2024
Q1 | $668K | Sell |
21,736
-98,424
| -82% | -$3.02M | 0.01% | 701 |
|
|
2023
Q4 | $3.72M | Sell |
120,160
-159,501
| -57% | -$4.94M | 0.02% | 307 |
|
|
2023
Q3 | $6.93M | Buy |
+279,661
| New | +$6.93M | 0.06% | 124 |
|
|
2023
Q2 | – | Sell |
-24,011
| Closed | -$512K | – | 1468 |
|
|
2023
Q1 | $512K | Buy |
+24,011
| New | +$512K | ﹤0.01% | 703 |
|