Sowell Financial Services’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $225K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $325K | Sell |
|
|||||
|
2024
Q3 | $355K | Sell |
|
|||||
|
2024
Q2 | $348K | Buy |
|
|||||
|
2024
Q1 | $361K | Buy |
|
|||||
|
2023
Q4 | $313K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $12K | Sell |
|
|||||
|
2020
Q4 | $18K | Buy |
|
|||||
|
2020
Q3 | $4K | Sell |
|
|||||
|
2020
Q2 | $11K | Sell |
|
|||||
|
2020
Q1 | $11K | Buy |
|
|||||
|
2019
Q4 | $10K | Sell |
|
|||||
|
2019
Q3 | $13K | Buy |
|