UBS Group’s Intercorp Financial Services IFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
27,201
+20,870
| +330% | +$796K | ﹤0.01% | 4333 |
|
|
2025
Q1 | $210K | Sell |
6,331
-11,900
| -65% | -$394K | ﹤0.01% | 5291 |
|
|
2024
Q4 | $535K | Buy |
+18,231
| New | +$535K | ﹤0.01% | 4645 |
|
|
2024
Q3 | – | Sell |
-6
| Closed | -$134 | – | 8490 |
|
|
2024
Q2 | $134 | Sell |
6
-432
| -99% | -$9.65K | ﹤0.01% | 7955 |
|
|
2024
Q1 | $10.4K | Buy |
438
+336
| +329% | +$8K | ﹤0.01% | 6059 |
|
|
2023
Q4 | $2.24K | Buy |
+102
| New | +$2.24K | ﹤0.01% | 6927 |
|
|
2023
Q3 | – | Sell |
-463
| Closed | -$11.5K | – | 8476 |
|
|
2023
Q2 | $11.5K | Buy |
463
+2
| +0.4% | +$50 | ﹤0.01% | 6027 |
|
|
2023
Q1 | $10.5K | Sell |
461
-468
| -50% | -$10.7K | ﹤0.01% | 6480 |
|
|
2022
Q4 | $21.8K | Buy |
929
+228
| +33% | +$5.36K | ﹤0.01% | 6386 |
|
|
2022
Q3 | $14K | Buy |
701
+15
| +2% | +$300 | ﹤0.01% | 6810 |
|
|
2022
Q2 | $16K | Buy |
+686
| New | +$16K | ﹤0.01% | 6158 |
|
|
2022
Q1 | – | Sell |
-927
| Closed | -$24K | – | 9349 |
|
|
2021
Q4 | $24K | Sell |
927
-154
| -14% | -$3.99K | ﹤0.01% | 6515 |
|
|
2021
Q3 | $24K | Sell |
1,081
-43
| -4% | -$955 | ﹤0.01% | 5836 |
|
|
2021
Q2 | $28K | Sell |
1,124
-2,100
| -65% | -$52.3K | ﹤0.01% | 5922 |
|
|
2021
Q1 | $96K | Buy |
+3,224
| New | +$96K | ﹤0.01% | 5010 |
|
|
2020
Q4 | – | Sell |
-425
| Closed | -$10K | – | 7471 |
|
|
2020
Q3 | $10K | Buy |
425
+318
| +297% | +$7.48K | ﹤0.01% | 5972 |
|
|
2020
Q2 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 6677 |
|
|
2020
Q1 | – | Sell |
-1,122
| Closed | -$46K | – | 7099 |
|
|
2019
Q4 | $46K | Buy |
1,122
+161
| +17% | +$6.6K | ﹤0.01% | 5345 |
|
|
2019
Q3 | $40K | Buy |
+961
| New | +$40K | ﹤0.01% | 5369 |
|