Sowell Financial Services’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 | – | Sell |
-10,713
| Closed | -$325K | – | 1040 |
|
|
2024
Q4 | $325K | Sell |
10,713
-770
| -7% | -$23.3K | 0.02% | 460 |
|
|
2024
Q3 | $355K | Sell |
11,483
-292
| -2% | -$9.03K | 0.02% | 484 |
|
|
2024
Q2 | $348K | Buy |
11,775
+8
| +0.1% | +$236 | 0.02% | 478 |
|
|
2024
Q1 | $361K | Buy |
11,767
+1,652
| +16% | +$50.7K | 0.02% | 497 |
|
|
2023
Q4 | $313K | Buy |
+10,115
| New | +$313K | 0.02% | 493 |
|
|
2021
Q2 | – | Sell |
-790
| Closed | -$12K | – | 2579 |
|
|
2021
Q1 | $12K | Sell |
790
-504
| -39% | -$7.66K | ﹤0.01% | 2252 |
|
|
2020
Q4 | $18K | Buy |
1,294
+935
| +260% | +$13K | ﹤0.01% | 1784 |
|
|
2020
Q3 | $4K | Sell |
359
-635
| -64% | -$7.08K | ﹤0.01% | 2085 |
|
|
2020
Q2 | $11K | Sell |
994
-203
| -17% | -$2.25K | ﹤0.01% | 1671 |
|
|
2020
Q1 | $11K | Buy |
1,197
+367
| +44% | +$3.37K | ﹤0.01% | 1589 |
|
|
2019
Q4 | $10K | Sell |
830
-362
| -30% | -$4.36K | ﹤0.01% | 1691 |
|
|
2019
Q3 | $13K | Buy |
+1,192
| New | +$13K | ﹤0.01% | 1452 |
|