Truist Financial’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 | $1.41M | Sell |
41,782
-9,622
| -19% | -$325K | ﹤0.01% | 1437 |
|
|
2025
Q1 | $1.57M | Sell |
51,404
-7,333
| -12% | -$225K | ﹤0.01% | 1321 |
|
|
2024
Q4 | $1.78M | Sell |
58,737
-3,633
| -6% | -$110K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $1.93M | Sell |
62,370
-698
| -1% | -$21.6K | ﹤0.01% | 1240 |
|
|
2024
Q2 | $1.86M | Sell |
63,068
-3,341
| -5% | -$98.7K | ﹤0.01% | 1298 |
|
|
2024
Q1 | $2.04M | Sell |
66,409
-32,421
| -33% | -$996K | ﹤0.01% | 1267 |
|
|
2023
Q4 | $3.05M | Buy |
98,830
+52,668
| +114% | +$1.63M | ﹤0.01% | 1056 |
|
|
2023
Q3 | $1.14M | Sell |
46,162
-502
| -1% | -$12.4K | ﹤0.01% | 1500 |
|
|
2023
Q2 | $946K | Sell |
46,664
-4,098
| -8% | -$83.1K | ﹤0.01% | 1601 |
|
|
2023
Q1 | $1.08M | Buy |
50,762
+10,237
| +25% | +$218K | ﹤0.01% | 1513 |
|
|
2022
Q4 | $757K | Buy |
40,525
+2,454
| +6% | +$45.8K | ﹤0.01% | 1694 |
|
|
2022
Q3 | $553K | Sell |
38,071
-4,385
| -10% | -$63.7K | ﹤0.01% | 1766 |
|
|
2022
Q2 | $688K | Sell |
42,456
-17,386
| -29% | -$282K | ﹤0.01% | 1720 |
|
|
2022
Q1 | $1.17M | Sell |
59,842
-4,750
| -7% | -$92.8K | ﹤0.01% | 1550 |
|
|
2021
Q4 | $1.16M | Buy |
64,592
+9,852
| +18% | +$176K | ﹤0.01% | 1542 |
|
|
2021
Q3 | $872K | Buy |
54,740
+466
| +0.9% | +$7.42K | ﹤0.01% | 1679 |
|
|
2021
Q2 | $832K | Buy |
54,274
+7,487
| +16% | +$115K | ﹤0.01% | 1734 |
|
|
2021
Q1 | $727K | Buy |
46,787
+13,169
| +39% | +$205K | ﹤0.01% | 1759 |
|
|
2020
Q4 | $475K | Buy |
33,618
+2,410
| +8% | +$34.1K | ﹤0.01% | 1860 |
|
|
2020
Q3 | $348K | Sell |
31,208
-5,134
| -14% | -$57.2K | ﹤0.01% | 1904 |
|
|
2020
Q2 | $419K | Buy |
36,342
+4,681
| +15% | +$54K | ﹤0.01% | 1712 |
|
|
2020
Q1 | $293K | Sell |
31,661
-7,620
| -19% | -$70.5K | ﹤0.01% | 1853 |
|
|
2019
Q4 | $495K | Buy |
39,281
+29,067
| +285% | +$366K | ﹤0.01% | 1852 |
|
|
2019
Q3 | $116K | Sell |
10,214
-90
| -0.9% | -$1.02K | ﹤0.01% | 770 |
|
|
2019
Q2 | $122K | Sell |
10,304
-2,608
| -20% | -$30.9K | ﹤0.01% | 765 |
|
|
2019
Q1 | $156K | Sell |
12,912
-280
| -2% | -$3.38K | ﹤0.01% | 751 |
|
|
2018
Q4 | $163K | Buy |
13,192
+77
| +0.6% | +$951 | ﹤0.01% | 736 |
|
|
2018
Q3 | $206K | Sell |
13,115
-97
| -0.7% | -$1.52K | ﹤0.01% | 748 |
|
|
2018
Q2 | $203K | Buy |
+13,212
| New | +$203K | ﹤0.01% | 731 |
|
|
2017
Q3 | – | Sell |
-12,500
| Closed | -$212K | – | 814 |
|
|
2017
Q2 | $212K | Sell |
12,500
-9,222
| -42% | -$156K | ﹤0.01% | 738 |
|
|
2017
Q1 | $347K | Sell |
21,722
-3,445
| -14% | -$55K | 0.01% | 639 |
|
|
2016
Q4 | $395K | Sell |
25,167
-2,214
| -8% | -$34.7K | 0.01% | 632 |
|
|
2016
Q3 | $373K | Sell |
27,381
-6,915
| -20% | -$94.2K | 0.01% | 644 |
|
|
2016
Q2 | $444K | Sell |
34,296
-34,169
| -50% | -$442K | 0.01% | 609 |
|
|
2016
Q1 | $1.1M | Sell |
68,465
-18,482
| -21% | -$296K | 0.03% | 418 |
|
|
2015
Q4 | $1.69M | Sell |
86,947
-26,302
| -23% | -$510K | 0.04% | 339 |
|
|
2015
Q3 | $2.1M | Sell |
113,249
-23,594
| -17% | -$437K | 0.05% | 307 |
|
|
2015
Q2 | $2.9M | Buy |
136,843
+5,528
| +4% | +$117K | 0.08% | 247 |
|
|
2015
Q1 | $2.47M | Buy |
131,315
+16,183
| +14% | +$304K | 0.07% | 261 |
|
|
2014
Q4 | $1.96M | Buy |
+115,132
| New | +$1.96M | 0.06% | 288 |
|