Lindbrook Capital’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $370K | Buy |
12,069
+822
| +7% | +$25.2K | 0.03% | 272 |
|
|
2024
Q4 | $341K | Buy |
11,247
+345
| +3% | +$10.5K | 0.03% | 288 |
|
|
2024
Q3 | $337K | Sell |
10,902
-1,923
| -15% | -$59.4K | 0.03% | 286 |
|
|
2024
Q2 | $379K | Buy |
12,825
+444
| +4% | +$13.1K | 0.04% | 244 |
|
|
2024
Q1 | $380K | Buy |
12,381
+204
| +2% | +$6.27K | 0.04% | 245 |
|
|
2023
Q4 | $376K | Buy |
12,177
+540
| +5% | +$16.7K | 0.04% | 238 |
|
|
2023
Q3 | $287K | Buy |
11,637
+1,342
| +13% | +$33.1K | 0.03% | 251 |
|
|
2023
Q2 | $209K | Sell |
10,295
-917
| -8% | -$18.6K | 0.02% | 317 |
|
|
2023
Q1 | $239K | Sell |
11,212
-5,209
| -32% | -$111K | 0.03% | 276 |
|
|
2022
Q4 | $307K | Buy |
16,421
+6,307
| +62% | +$118K | 0.04% | 248 |
|
|
2022
Q3 | $147K | Buy |
10,114
+1,227
| +14% | +$17.8K | 0.02% | 336 |
|
|
2022
Q2 | $144K | Sell |
8,887
-5,039
| -36% | -$81.6K | 0.02% | 364 |
|
|
2022
Q1 | $272K | Buy |
13,926
+89
| +0.6% | +$1.74K | 0.04% | 235 |
|
|
2021
Q4 | $247K | Buy |
13,837
+2,542
| +23% | +$45.4K | 0.04% | 261 |
|
|
2021
Q3 | $180K | Buy |
11,295
+353
| +3% | +$5.63K | 0.05% | 173 |
|
|
2021
Q2 | $168K | Sell |
10,942
-43
| -0.4% | -$660 | 0.04% | 193 |
|
|
2021
Q1 | $171K | Buy |
10,985
+425
| +4% | +$6.62K | 0.04% | 173 |
|
|
2020
Q4 | $149K | Sell |
10,560
-6,966
| -40% | -$98.3K | 0.04% | 176 |
|
|
2020
Q3 | $195K | Buy |
17,526
+53
| +0.3% | +$590 | 0.05% | 127 |
|
|
2020
Q2 | $202K | Sell |
17,473
-2,168
| -11% | -$25.1K | 0.06% | 123 |
|
|
2020
Q1 | $182K | Buy |
19,641
+6,478
| +49% | +$60K | 0.07% | 110 |
|
|
2019
Q4 | $166K | Hold |
13,163
| – | – | 0.06% | 170 |
|
|
2019
Q3 | $149K | Buy |
13,163
+286
| +2% | +$3.24K | 0.06% | 172 |
|
|
2019
Q2 | $152K | Sell |
12,877
-414
| -3% | -$4.89K | 0.06% | 173 |
|
|
2019
Q1 | $160K | Buy |
13,291
+264
| +2% | +$3.18K | 0.06% | 157 |
|
|
2018
Q4 | $161K | Buy |
+13,027
| New | +$161K | 0.08% | 133 |
|