LFA
Legacy Financial Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
12,729
+233
| +2% | +$7.88K | 0.07% | 221 |
|
|
2025
Q1 | $383K | Buy |
12,496
+1,877
| +18% | +$57.5K | 0.06% | 247 |
|
|
2024
Q4 | $322K | Buy |
+10,619
| New | +$322K | 0.05% | 263 |
|
|
2024
Q3 | – | Sell |
-9,256
| Closed | -$273K | – | 367 |
|
|
2024
Q2 | $273K | Buy |
+9,256
| New | +$273K | 0.05% | 269 |
|
|
2020
Q4 | – | Sell |
-11,425
| Closed | -$127K | – | 153 |
|
|
2020
Q3 | $127K | Buy |
+11,425
| New | +$127K | 0.04% | 132 |
|
|
2019
Q2 | – | Sell |
-1,442
| Closed | -$17K | – | 857 |
|
|
2019
Q1 | $17K | Hold |
1,442
| – | – | 0.01% | 498 |
|
|
2018
Q4 | $18K | Sell |
1,442
-525
| -27% | -$6.55K | 0.01% | 437 |
|
|
2018
Q3 | $30K | Buy |
1,967
+593
| +43% | +$9.04K | 0.01% | 313 |
|
|
2018
Q2 | $21K | Sell |
1,374
-82
| -6% | -$1.25K | 0.01% | 373 |
|
|
2018
Q1 | $25K | Sell |
1,456
-193
| -12% | -$3.31K | 0.01% | 336 |
|
|
2017
Q4 | $30K | Buy |
+1,649
| New | +$30K | 0.01% | 308 |
|