Kestra Advisory Services’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 | $4.37M | Sell |
129,280
-16,100
| -11% | -$545K | 0.02% | 705 |
|
|
2025
Q1 | $4.45M | Buy |
145,380
+386
| +0.3% | +$11.8K | 0.02% | 623 |
|
|
2024
Q4 | $4.4M | Buy |
144,994
+3,651
| +3% | +$111K | 0.02% | 623 |
|
|
2024
Q3 | $4.37M | Sell |
141,343
-5,955
| -4% | -$184K | 0.02% | 636 |
|
|
2024
Q2 | $4.35M | Buy |
147,298
+4,308
| +3% | +$127K | 0.02% | 636 |
|
|
2024
Q1 | $4.39M | Buy |
142,990
+8,704
| +6% | +$267K | 0.03% | 568 |
|
|
2023
Q4 | $4.15M | Buy |
134,286
+3,076
| +2% | +$95K | 0.03% | 522 |
|
|
2023
Q3 | $3.23M | Buy |
131,210
+108,399
| +475% | +$2.67M | 0.03% | 521 |
|
|
2023
Q2 | $462K | Buy |
+22,811
| New | +$462K | ﹤0.01% | 1363 |
|
|
2023
Q1 | – | Sell |
-32,799
| Closed | -$612K | – | 2307 |
|
|
2022
Q4 | $612K | Buy |
32,799
+3,049
| +10% | +$56.9K | 0.01% | 1280 |
|
|
2022
Q3 | $432K | Buy |
29,750
+9,988
| +51% | +$145K | ﹤0.01% | 1398 |
|
|
2022
Q2 | $321K | Buy |
19,762
+3,259
| +20% | +$52.9K | ﹤0.01% | 1577 |
|
|
2022
Q1 | $322K | Sell |
16,503
-8,738
| -35% | -$170K | ﹤0.01% | 1551 |
|
|
2021
Q4 | $451K | Sell |
25,241
-9,928
| -28% | -$177K | ﹤0.01% | 1373 |
|
|
2021
Q3 | $561K | Sell |
35,169
-4,155
| -11% | -$66.3K | 0.01% | 1325 |
|
|
2021
Q2 | $603K | Buy |
39,324
+190
| +0.5% | +$2.91K | 0.01% | 1192 |
|
|
2021
Q1 | $608K | Buy |
39,134
+25,130
| +179% | +$390K | 0.01% | 1101 |
|
|
2020
Q4 | $197K | Sell |
14,004
-6,063
| -30% | -$85.3K | ﹤0.01% | 1725 |
|
|
2020
Q3 | $224K | Buy |
+20,067
| New | +$224K | ﹤0.01% | 1246 |
|