Simmons Bank’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 | $297K | Sell |
8,770
-7,606
| -46% | -$257K | 0.02% | 295 |
|
|
2025
Q1 | $502K | Sell |
16,376
-3,084
| -16% | -$94.5K | 0.04% | 235 |
|
|
2024
Q4 | $590K | Sell |
19,460
-5,309
| -21% | -$161K | 0.04% | 216 |
|
|
2024
Q3 | $766K | Sell |
24,769
-2,234
| -8% | -$69.1K | 0.06% | 204 |
|
|
2024
Q2 | $798K | Sell |
27,003
-44,163
| -62% | -$1.3M | 0.06% | 197 |
|
|
2024
Q1 | $2.19M | Buy |
71,166
+322
| +0.5% | +$9.89K | 0.16% | 132 |
|
|
2023
Q4 | $2.19M | Buy |
70,844
+4,104
| +6% | +$127K | 0.18% | 123 |
|
|
2023
Q3 | $1.65M | Buy |
66,740
+3,104
| +5% | +$76.5K | 0.15% | 143 |
|
|
2023
Q2 | $1.29M | Buy |
63,636
+9,471
| +17% | +$192K | 0.11% | 163 |
|
|
2023
Q1 | $1.16M | Buy |
+54,165
| New | +$1.16M | 0.1% | 170 |
|