Jefferies Financial Group’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
13,250
-9,920
| -43% | -$361K | ﹤0.01% | 673 |
|
|
2025
Q1 | $803K | Buy |
+23,170
| New | +$803K | 0.01% | 695 |
|
|
2024
Q3 | – | Sell |
-33,400
| Closed | -$1.08M | – | 1402 |
|
|
2024
Q2 | $1.08M | Hold |
33,400
| – | – | 0.01% | 527 |
|
|
2024
Q1 | $1.2M | Hold |
33,400
| – | – | 0.01% | 534 |
|
|
2023
Q4 | $1.25M | Sell |
33,400
-6,290
| -16% | -$236K | 0.01% | 578 |
|
|
2023
Q3 | $1.1M | Buy |
+39,690
| New | +$1.1M | 0.01% | 500 |
|