UBS Group’s LM Funding America LMFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04K | Sell |
364
-3,389
| -90% | -$9.69K | ﹤0.01% | 8356 |
|
|
2025
Q1 | $4.65K | Buy |
3,753
+2,146
| +134% | +$2.66K | ﹤0.01% | 7766 |
|
|
2024
Q4 | $3.46K | Buy |
+1,607
| New | +$3.46K | ﹤0.01% | 7632 |
|
|
2024
Q3 | – | Sell |
-5,118
| Closed | -$20.7K | – | 8551 |
|
|
2024
Q2 | $20.7K | Buy |
+5,118
| New | +$20.7K | ﹤0.01% | 6127 |
|
|
2023
Q4 | – | Sell |
-12
| Closed | -$35 | – | 8352 |
|
|
2023
Q3 | $35 | Sell |
12
-384
| -97% | -$1.12K | ﹤0.01% | 7909 |
|
|
2023
Q2 | $1.66K | Sell |
396
-2,231
| -85% | -$9.37K | ﹤0.01% | 6793 |
|
|
2023
Q1 | $12.3K | Sell |
2,627
-367
| -12% | -$1.72K | ﹤0.01% | 6360 |
|
|
2022
Q4 | $9.88K | Buy |
2,994
+2,289
| +325% | +$7.55K | ﹤0.01% | 7404 |
|
|
2022
Q3 | $4K | Buy |
+705
| New | +$4K | ﹤0.01% | 8267 |
|
|
2022
Q1 | – | Sell |
-168
| Closed | -$5K | – | 9412 |
|
|
2021
Q4 | $5K | Buy |
+168
| New | +$5K | ﹤0.01% | 8278 |
|
|
2021
Q1 | – | Sell |
-345
| Closed | -$7K | – | 8094 |
|
|
2020
Q4 | $7K | Buy |
345
+320
| +1,280% | +$6.49K | ﹤0.01% | 6664 |
|
|
2020
Q3 | $1K | Sell |
25
-6
| -19% | -$240 | ﹤0.01% | 6912 |
|
|
2020
Q2 | $1K | Sell |
31
-204
| -87% | -$6.58K | ﹤0.01% | 6914 |
|
|
2020
Q1 | $4K | Buy |
235
+210
| +840% | +$3.57K | ﹤0.01% | 6475 |
|
|
2019
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 6874 |
|
|
2019
Q3 | – | Sell |
-197
| Closed | -$7K | – | 7085 |
|
|
2019
Q2 | $7K | Buy |
+197
| New | +$7K | ﹤0.01% | 6362 |
|
|
2018
Q3 | – | Sell |
-29
| Closed | -$4K | – | 7100 |
|
|
2018
Q2 | $4K | Buy |
29
+19
| +190% | +$2.62K | ﹤0.01% | 6624 |
|
|
2018
Q1 | $2K | Buy |
10
+5
| +100% | +$1K | ﹤0.01% | 6642 |
|
|
2017
Q4 | $2K | Sell |
5
-9
| -64% | -$3.6K | ﹤0.01% | 6631 |
|
|
2017
Q3 | $7K | Buy |
+14
| New | +$7K | ﹤0.01% | 6152 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 6748 |
|
|
2016
Q4 | – | Sell |
-4
| Closed | -$10K | – | 6830 |
|
|
2016
Q3 | $10K | Hold |
4
| – | – | ﹤0.01% | 5866 |
|
|
2016
Q2 | $11K | Sell |
4
-1
| -20% | -$2.75K | ﹤0.01% | 5832 |
|
|
2016
Q1 | $13K | Buy |
5
+3
| +150% | +$7.8K | ﹤0.01% | 5655 |
|
|
2015
Q4 | $6K | Buy |
+2
| New | +$6K | ﹤0.01% | 6259 |
|