Raymond James Financial Services Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $910K | Sell |
29,429
-6,519
| -18% | -$202K | ﹤0.01% | 2223 |
|
|
2024
Q2 | $1.06M | Buy |
35,948
+7,700
| +27% | +$227K | ﹤0.01% | 2044 |
|
|
2024
Q1 | $868K | Sell |
28,248
-577
| -2% | -$17.7K | ﹤0.01% | 2149 |
|
|
2023
Q4 | $891K | Sell |
28,825
-961
| -3% | -$29.7K | ﹤0.01% | 2047 |
|
|
2023
Q3 | $734K | Buy |
29,786
+2,055
| +7% | +$50.7K | ﹤0.01% | 2089 |
|
|
2023
Q2 | $562K | Buy |
27,731
+2,152
| +8% | +$43.6K | ﹤0.01% | 2274 |
|
|
2023
Q1 | $546K | Buy |
25,579
+7,376
| +41% | +$157K | ﹤0.01% | 2272 |
|
|
2022
Q4 | $340K | Sell |
18,203
-939
| -5% | -$17.5K | ﹤0.01% | 2503 |
|
|
2022
Q3 | $278K | Buy |
19,142
+3,941
| +26% | +$57.2K | ﹤0.01% | 2612 |
|
|
2022
Q2 | $247K | Sell |
15,201
-1,757
| -10% | -$28.5K | ﹤0.01% | 2716 |
|
|
2022
Q1 | $331K | Sell |
16,958
-19,140
| -53% | -$374K | ﹤0.01% | 2641 |
|
|
2021
Q4 | $649K | Sell |
36,098
-15,893
| -31% | -$286K | ﹤0.01% | 2221 |
|
|
2021
Q3 | $836K | Buy |
51,991
+37,621
| +262% | +$605K | ﹤0.01% | 2078 |
|
|
2021
Q2 | $220K | Sell |
14,370
-4,221
| -23% | -$64.6K | ﹤0.01% | 2939 |
|
|
2021
Q1 | $288K | Buy |
18,591
+5,644
| +44% | +$87.4K | ﹤0.01% | 2650 |
|
|
2020
Q4 | $183K | Sell |
12,947
-1,598
| -11% | -$22.6K | ﹤0.01% | 2745 |
|
|
2020
Q3 | $163K | Buy |
14,545
+2,333
| +19% | +$26.1K | ﹤0.01% | 2582 |
|
|
2020
Q2 | $141K | Buy |
12,212
+1,138
| +10% | +$13.1K | ﹤0.01% | 2563 |
|
|
2020
Q1 | $104K | Buy |
11,074
+179
| +2% | +$1.68K | ﹤0.01% | 2216 |
|
|
2019
Q4 | $137K | Sell |
10,895
-173
| -2% | -$2.18K | ﹤0.01% | 2661 |
|
|
2019
Q3 | $126K | Buy |
+11,068
| New | +$126K | ﹤0.01% | 2600 |
|
|
2019
Q2 | – | Sell |
-177,704
| Closed | -$2.16M | – | 2870 |
|
|
2019
Q1 | $2.16M | Buy |
177,704
+57,826
| +48% | +$701K | 0.01% | 1025 |
|
|
2018
Q4 | $1.49M | Sell |
119,878
-26,956
| -18% | -$335K | 0.01% | 1059 |
|
|
2018
Q3 | $2.32M | Buy |
146,834
+8,126
| +6% | +$128K | 0.01% | 995 |
|
|
2018
Q2 | $2.15M | Buy |
138,708
+20,418
| +17% | +$316K | 0.01% | 978 |
|
|
2018
Q1 | $2.08M | Buy |
+118,290
| New | +$2.08M | 0.01% | 911 |
|