UBS Group’s Conifer Holdings CNFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25K | Sell |
3,107
-13,488
| -81% | -$9.78K | ﹤0.01% | 8171 |
|
|
2025
Q1 | $8.48K | Sell |
16,595
-3,362
| -17% | -$1.72K | ﹤0.01% | 7440 |
|
|
2024
Q4 | $23.4K | Buy |
19,957
+6,386
| +47% | +$7.47K | ﹤0.01% | 6546 |
|
|
2024
Q3 | $14.8K | Buy |
13,571
+10,492
| +341% | +$11.4K | ﹤0.01% | 6323 |
|
|
2024
Q2 | $2.31K | Sell |
3,079
-2,330
| -43% | -$1.75K | ﹤0.01% | 7221 |
|
|
2024
Q1 | $6.11K | Buy |
5,409
+5,389
| +26,945% | +$6.09K | ﹤0.01% | 6310 |
|
|
2023
Q4 | $22 | Sell |
20
-19,774
| -100% | -$21.8K | ﹤0.01% | 7850 |
|
|
2023
Q3 | $22.8K | Buy |
+19,794
| New | +$22.8K | ﹤0.01% | 5605 |
|
|
2023
Q1 | – | Sell |
-1,333
| Closed | -$2.09K | – | 8527 |
|
|
2022
Q4 | $2.09K | Buy |
+1,333
| New | +$2.09K | ﹤0.01% | 8538 |
|
|
2022
Q3 | – | Sell |
-3,738
| Closed | -$6K | – | 9261 |
|
|
2022
Q2 | $6K | Buy |
3,738
+3,214
| +613% | +$5.16K | ﹤0.01% | 7619 |
|
|
2022
Q1 | $1K | Buy |
+524
| New | +$1K | ﹤0.01% | 8794 |
|
|
2021
Q3 | – | Sell |
-684
| Closed | -$2K | – | 8401 |
|
|
2021
Q2 | $2K | Buy |
+684
| New | +$2K | ﹤0.01% | 7820 |
|
|
2019
Q2 | – | Sell |
-2,562
| Closed | -$12K | – | 6977 |
|
|
2019
Q1 | $12K | Sell |
2,562
-110
| -4% | -$515 | ﹤0.01% | 5844 |
|
|
2018
Q4 | $9K | Buy |
2,672
+2,281
| +583% | +$7.68K | ﹤0.01% | 6347 |
|
|
2018
Q3 | $2K | Buy |
391
+191
| +96% | +$977 | ﹤0.01% | 6801 |
|
|
2018
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 6876 |
|
|
2018
Q1 | $1K | Sell |
200
-1,313
| -87% | -$6.57K | ﹤0.01% | 6727 |
|
|
2017
Q4 | $9K | Buy |
+1,513
| New | +$9K | ﹤0.01% | 6103 |
|
|
2017
Q2 | – | Sell |
-6
| Closed | – | – | 6707 |
|
|
2017
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 6686 |
|
|
2016
Q4 | $0 | Sell |
6
-231
| -97% | – | ﹤0.01% | 6759 |
|
|
2016
Q3 | $2K | Buy |
+237
| New | +$2K | ﹤0.01% | 6449 |
|
|
2016
Q1 | – | Sell |
-369
| Closed | -$3K | – | 6707 |
|
|
2015
Q4 | $3K | Sell |
369
-1,706
| -82% | -$13.9K | ﹤0.01% | 6465 |
|
|
2015
Q3 | $20K | Buy |
+2,075
| New | +$20K | ﹤0.01% | 5431 |
|