Parkside Financial Bank & Trust’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 | $44.7K | Sell |
1,321
-420
| -24% | -$14.2K | ﹤0.01% | 940 |
|
|
2025
Q1 | $53.3K | Buy |
1,741
+390
| +29% | +$11.9K | 0.01% | 811 |
|
|
2024
Q4 | $41K | Sell |
1,351
-32
| -2% | -$970 | 0.01% | 870 |
|
|
2024
Q3 | $42.7K | Sell |
1,383
-17
| -1% | -$525 | 0.01% | 833 |
|
|
2024
Q2 | $41.4K | Hold |
1,400
| – | – | 0.01% | 809 |
|
|
2024
Q1 | $43K | Buy |
1,400
+336
| +32% | +$10.3K | 0.01% | 780 |
|
|
2023
Q4 | $32.9K | Buy |
1,064
+218
| +26% | +$6.74K | 0.01% | 829 |
|
|
2023
Q3 | $20.9K | Hold |
846
| – | – | ﹤0.01% | 885 |
|
|
2023
Q2 | $17.1K | Buy |
846
+708
| +513% | +$14.4K | ﹤0.01% | 947 |
|
|
2023
Q1 | $2.95K | Sell |
138
-17
| -11% | -$363 | ﹤0.01% | 1572 |
|
|
2022
Q4 | $2.89K | Buy |
+155
| New | +$2.89K | ﹤0.01% | 1551 |
|
|
2019
Q4 | – | Sell |
-250
| Closed | -$3K | – | 1639 |
|
|
2019
Q3 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 1083 |
|
|
2016
Q3 | – | Sell |
-176
| Closed | -$2K | – | 1111 |
|
|
2016
Q2 | $2K | Hold |
176
| – | – | ﹤0.01% | 952 |
|
|
2016
Q1 | $3K | Hold |
176
| – | – | ﹤0.01% | 862 |
|
|
2015
Q4 | $3K | Hold |
176
| – | – | ﹤0.01% | 868 |
|
|
2015
Q3 | $3K | Buy |
+176
| New | +$3K | ﹤0.01% | 877 |
|