UBS Group’s Regional Management Corp RM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
101,668
+47,918
| +89% | +$1.4M | ﹤0.01% | 3503 |
|
|
2025
Q1 | $1.62M | Buy |
53,750
+8,448
| +19% | +$254K | ﹤0.01% | 3842 |
|
|
2024
Q4 | $1.54M | Buy |
45,302
+39,050
| +625% | +$1.33M | ﹤0.01% | 3915 |
|
|
2024
Q3 | $205K | Buy |
6,252
+3,430
| +122% | +$112K | ﹤0.01% | 4684 |
|
|
2024
Q2 | $81.1K | Sell |
2,822
-5,221
| -65% | -$150K | ﹤0.01% | 5193 |
|
|
2024
Q1 | $195K | Sell |
8,043
-1,080
| -12% | -$26.1K | ﹤0.01% | 4732 |
|
|
2023
Q4 | $229K | Buy |
9,123
+4,595
| +101% | +$115K | ﹤0.01% | 4529 |
|
|
2023
Q3 | $125K | Sell |
4,528
-13
| -0.3% | -$360 | ﹤0.01% | 4576 |
|
|
2023
Q2 | $139K | Buy |
4,541
+2,054
| +83% | +$62.6K | ﹤0.01% | 4710 |
|
|
2023
Q1 | $64.9K | Sell |
2,487
-2,154
| -46% | -$56.2K | ﹤0.01% | 5178 |
|
|
2022
Q4 | $130K | Buy |
4,641
+4,631
| +46,310% | +$130K | ﹤0.01% | 4742 |
|
|
2022
Q3 | $0 | Sell |
10
-5,041
| -100% | – | ﹤0.01% | 9612 |
|
|
2022
Q2 | $190K | Sell |
5,051
-933
| -16% | -$35.1K | ﹤0.01% | 3990 |
|
|
2022
Q1 | $290K | Sell |
5,984
-600
| -9% | -$29.1K | ﹤0.01% | 4123 |
|
|
2021
Q4 | $378K | Buy |
6,584
+2,123
| +48% | +$122K | ﹤0.01% | 4188 |
|
|
2021
Q3 | $259K | Buy |
4,461
+319
| +8% | +$18.5K | ﹤0.01% | 4106 |
|
|
2021
Q2 | $193K | Buy |
4,142
+2,355
| +132% | +$110K | ﹤0.01% | 4355 |
|
|
2021
Q1 | $62K | Buy |
1,787
+59
| +3% | +$2.05K | ﹤0.01% | 5343 |
|
|
2020
Q4 | $52K | Buy |
1,728
+636
| +58% | +$19.1K | ﹤0.01% | 5155 |
|
|
2020
Q3 | $18K | Sell |
1,092
-2,556
| -70% | -$42.1K | ﹤0.01% | 5528 |
|
|
2020
Q2 | $65K | Sell |
3,648
-1,679
| -32% | -$29.9K | ﹤0.01% | 4825 |
|
|
2020
Q1 | $73K | Sell |
5,327
-5,246
| -50% | -$71.9K | ﹤0.01% | 4666 |
|
|
2019
Q4 | $318K | Buy |
10,573
+3,098
| +41% | +$93.2K | ﹤0.01% | 4258 |
|
|
2019
Q3 | $210K | Buy |
7,475
+3,618
| +94% | +$102K | ﹤0.01% | 4324 |
|
|
2019
Q2 | $102K | Buy |
3,857
+2,708
| +236% | +$71.6K | ﹤0.01% | 4521 |
|
|
2019
Q1 | $28K | Sell |
1,149
-3,559
| -76% | -$86.7K | ﹤0.01% | 5186 |
|
|
2018
Q4 | $113K | Buy |
4,708
+645
| +16% | +$15.5K | ﹤0.01% | 4560 |
|
|
2018
Q3 | $117K | Buy |
4,063
+1,152
| +40% | +$33.2K | ﹤0.01% | 4603 |
|
|
2018
Q2 | $102K | Buy |
2,911
+69
| +2% | +$2.42K | ﹤0.01% | 4547 |
|
|
2018
Q1 | $90K | Sell |
2,842
-1,883
| -40% | -$59.6K | ﹤0.01% | 4449 |
|
|
2017
Q4 | $124K | Sell |
4,725
-487
| -9% | -$12.8K | ﹤0.01% | 4299 |
|
|
2017
Q3 | $126K | Sell |
5,212
-2,415
| -32% | -$58.4K | ﹤0.01% | 4310 |
|
|
2017
Q2 | $180K | Buy |
7,627
+490
| +7% | +$11.6K | ﹤0.01% | 3948 |
|
|
2017
Q1 | $138K | Buy |
7,137
+3,818
| +115% | +$73.8K | ﹤0.01% | 4037 |
|
|
2016
Q4 | $87K | Buy |
3,319
+614
| +23% | +$16.1K | ﹤0.01% | 4494 |
|
|
2016
Q3 | $58K | Buy |
2,705
+2,205
| +441% | +$47.3K | ﹤0.01% | 4529 |
|
|
2016
Q2 | $7K | Sell |
500
-1,592
| -76% | -$22.3K | ﹤0.01% | 6085 |
|
|
2016
Q1 | $36K | Buy |
2,092
+661
| +46% | +$11.4K | ﹤0.01% | 4943 |
|
|
2015
Q4 | $22K | Sell |
1,431
-713
| -33% | -$11K | ﹤0.01% | 5490 |
|
|
2015
Q3 | $33K | Buy |
2,144
+330
| +18% | +$5.08K | ﹤0.01% | 5034 |
|
|
2015
Q2 | $32K | Buy |
1,814
+1,314
| +263% | +$23.2K | ﹤0.01% | 5115 |
|
|
2015
Q1 | $7K | Sell |
500
-2,887
| -85% | -$40.4K | ﹤0.01% | 6055 |
|
|
2014
Q4 | $54K | Buy |
+3,387
| New | +$54K | ﹤0.01% | 4663 |
|