Stephens Inc’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 | $367K | Sell |
10,865
-25
| -0.2% | -$845 | 0.01% | 941 |
|
|
2025
Q1 | $334K | Buy |
10,890
+458
| +4% | +$14K | ﹤0.01% | 947 |
|
|
2024
Q4 | $316K | Hold |
10,432
| – | – | ﹤0.01% | 998 |
|
|
2024
Q3 | $322K | Hold |
10,432
| – | – | ﹤0.01% | 999 |
|
|
2024
Q2 | $308K | Hold |
10,432
| – | – | ﹤0.01% | 992 |
|
|
2024
Q1 | $320K | Sell |
10,432
-444
| -4% | -$13.6K | 0.01% | 989 |
|
|
2023
Q4 | $336K | Sell |
10,876
-223
| -2% | -$6.89K | 0.01% | 894 |
|
|
2023
Q3 | $274K | Buy |
11,099
+906
| +9% | +$22.3K | 0.01% | 931 |
|
|
2023
Q2 | $207K | Sell |
10,193
-633
| -6% | -$12.8K | ﹤0.01% | 1052 |
|
|
2023
Q1 | $231K | Buy |
10,826
+308
| +3% | +$6.57K | ﹤0.01% | 980 |
|
|
2022
Q4 | $196K | Hold |
10,518
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q3 | $153K | Sell |
10,518
-85
| -0.8% | -$1.24K | ﹤0.01% | 1056 |
|
|
2022
Q2 | $172K | Sell |
10,603
-1,733
| -14% | -$28.1K | ﹤0.01% | 1080 |
|
|
2022
Q1 | $241K | Hold |
12,336
| – | – | ﹤0.01% | 1099 |
|
|
2021
Q4 | $220K | Sell |
12,336
-84
| -0.7% | -$1.5K | ﹤0.01% | 1170 |
|
|
2021
Q3 | $198K | Sell |
12,420
-190
| -2% | -$3.03K | ﹤0.01% | 1225 |
|
|
2021
Q2 | $193K | Buy |
12,610
+24
| +0.2% | +$367 | ﹤0.01% | 1212 |
|
|
2021
Q1 | $195K | Buy |
12,586
+2,108
| +20% | +$32.7K | ﹤0.01% | 1175 |
|
|
2020
Q4 | $148K | Sell |
10,478
-154
| -1% | -$2.18K | ﹤0.01% | 1118 |
|
|
2020
Q3 | $119K | Sell |
10,632
-24
| -0.2% | -$269 | ﹤0.01% | 1082 |
|
|
2020
Q2 | $123K | Buy |
10,656
+520
| +5% | +$6K | ﹤0.01% | 1030 |
|
|
2020
Q1 | $94K | Sell |
10,136
-349
| -3% | -$3.24K | ﹤0.01% | 987 |
|
|
2019
Q4 | $132K | Sell |
10,485
-1,058
| -9% | -$13.3K | ﹤0.01% | 1046 |
|
|
2019
Q3 | $131K | Sell |
11,543
-3,338
| -22% | -$37.9K | ﹤0.01% | 1079 |
|
|
2019
Q2 | $176K | Sell |
14,881
-616
| -4% | -$7.29K | ﹤0.01% | 1085 |
|
|
2019
Q1 | $188K | Sell |
15,497
-37
| -0.2% | -$449 | ﹤0.01% | 1064 |
|
|
2018
Q4 | $192K | Buy |
15,534
+505
| +3% | +$6.24K | 0.01% | 989 |
|
|
2018
Q3 | $236K | Hold |
15,029
| – | – | 0.01% | 1000 |
|
|
2018
Q2 | $231K | Buy |
+15,029
| New | +$231K | 0.01% | 777 |
|