UBS Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58M | Buy |
785,075
+232,616
| +42% | +$18.5M | 0.01% | 1498 |
|
|
2025
Q4 | $46.1M | Sell |
552,459
-292,670
| -35% | -$23.4M | 0.01% | 1703 |
|
|
2025
Q3 | $63.9M | Buy |
845,129
+569,726
| +207% | +$42.7M | 0.01% | 1388 |
|
|
2025
Q2 | $19.1M | Sell |
275,403
-56,589
| -17% | -$3.48M | ﹤0.01% | 2410 |
|
|
2025
Q1 | $20.9M | Buy |
331,992
+174,721
| +111% | +$12.3M | ﹤0.01% | 2277 |
|
|
2024
Q4 | $11.1M | Buy |
157,271
+43,760
| +39% | +$3.12M | ﹤0.01% | 2922 |
|
|
2024
Q3 | $7.11M | Buy |
113,511
+51,658
| +84% | +$2.95M | ﹤0.01% | 2721 |
|
|
2024
Q2 | $3.47M | Sell |
61,853
-16,489
| -21% | -$874K | ﹤0.01% | 3205 |
|
|
2024
Q1 | $4.08M | Buy |
78,342
+12,316
| +19% | +$606K | ﹤0.01% | 3188 |
|
|
2023
Q4 | $3.04M | Buy |
66,026
+26,240
| +66% | +$1.08M | ﹤0.01% | 3346 |
|
|
2023
Q3 | $1.63M | Sell |
39,786
-95,571
| -71% | -$4.03M | ﹤0.01% | 3642 |
|
|
2023
Q2 | $5.38M | Buy |
135,357
+39,783
| +42% | +$1.55M | ﹤0.01% | 2509 |
|
|
2023
Q1 | $3.76M | Buy |
95,574
+65,127
| +214% | +$2.74M | ﹤0.01% | 2797 |
|
|
2022
Q4 | $1.18M | Sell |
30,447
-1,403
| -4% | -$55.5K | ﹤0.01% | 3910 |
|
|
2022
Q3 | $1.1M | Buy |
31,850
+5,418
| +20% | +$213K | ﹤0.01% | 3672 |
|
|
2022
Q2 | $988K | Sell |
26,432
-108,444
| -80% | -$4.5M | ﹤0.01% | 3753 |
|
|
2022
Q1 | $6.11M | Sell |
134,876
-19,777
| -13% | -$950K | ﹤0.01% | 2351 |
|
|
2021
Q4 | $7.26M | Buy |
154,653
+11,353
| +8% | +$551K | ﹤0.01% | 2446 |
|
|
2021
Q3 | $6.49M | Sell |
143,300
-52,600
| -27% | -$2.35M | ﹤0.01% | 2412 |
|
|
2021
Q2 | $8.47M | Buy |
195,900
+73,432
| +60% | +$3.29M | ﹤0.01% | 2186 |
|
|
2021
Q1 | $5.23M | Buy |
122,468
+21,593
| +21% | +$841K | ﹤0.01% | 2546 |
|
|
2020
Q4 | $3.39M | Sell |
100,875
-58,794
| -37% | -$1.75M | ﹤0.01% | 2867 |
|
|
2020
Q3 | $3.59M | Buy |
159,669
+123,410
| +340% | +$2.76M | ﹤0.01% | 2506 |
|
|
2020
Q2 | $764K | Sell |
36,259
-237,287
| -87% | -$4.77M | ﹤0.01% | 3745 |
|
|
2020
Q1 | $5.02M | Sell |
273,546
-186,232
| -41% | -$4.66M | ﹤0.01% | 1929 |
|
|
2019
Q4 | $12.4M | Buy |
459,778
+269,432
| +142% | +$7.04M | 0.01% | 1755 |
|
|
2019
Q3 | $4.85M | Buy |
190,346
+82,663
| +77% | +$2.08M | ﹤0.01% | 2410 |
|
|
2019
Q2 | $2.83M | Buy |
107,683
+51,433
| +91% | +$1.31M | ﹤0.01% | 2835 |
|
|
2019
Q1 | $1.32M | Sell |
56,250
-77,859
| -58% | -$1.76M | ﹤0.01% | 3348 |
|
|
2018
Q4 | $2.47M | Buy |
134,109
+17,471
| +15% | +$362K | ﹤0.01% | 2836 |
|
|
2018
Q3 | $2.66M | Buy |
116,638
+16,828
| +17% | +$405K | ﹤0.01% | 2949 |
|
|
2018
Q2 | $2.32M | Buy |
99,810
+34,407
| +53% | +$895K | ﹤0.01% | 3038 |
|
|
2018
Q1 | $1.72M | Buy |
65,403
+16,713
| +34% | +$474K | ﹤0.01% | 3255 |
|
|
2017
Q4 | $1.29M | Buy |
48,690
+12,348
| +34% | +$302K | ﹤0.01% | 3561 |
|
|
2017
Q3 | $864K | Buy |
36,342
+4,689
| +15% | +$102K | ﹤0.01% | 3823 |
|
|
2017
Q2 | $647K | Sell |
31,653
-60,514
| -66% | -$1.24M | ﹤0.01% | 3935 |
|
|
2017
Q1 | $2.06M | Buy |
92,167
+63,614
| +223% | +$1.46M | ﹤0.01% | 2915 |
|
|
2016
Q4 | $634K | Sell |
28,553
-10,248
| -26% | -$206K | ﹤0.01% | 3930 |
|
|
2016
Q3 | $663K | Sell |
38,801
-601
| -2% | -$9.65K | ﹤0.01% | 3715 |
|
|
2016
Q2 | $551K | Buy |
39,402
+1,789
| +5% | +$26.6K | ﹤0.01% | 3810 |
|
|
2016
Q1 | $495K | Buy |
37,613
+13,995
| +59% | +$199K | ﹤0.01% | 3787 |
|
|
2015
Q4 | $445K | Sell |
23,618
-43,571
| -65% | -$847K | ﹤0.01% | 4047 |
|
|
2015
Q3 | $1.26M | Sell |
67,189
-68,736
| -51% | -$1.56M | ﹤0.01% | 3147 |
|
|
2015
Q2 | $3.49M | Buy |
135,925
+119,680
| +737% | +$2.95M | ﹤0.01% | 2435 |
|
|
2015
Q1 | $403K | Buy |
16,245
+5,947
| +58% | +$137K | ﹤0.01% | 4319 |
|
|
2014
Q4 | $233K | Buy |
+10,298
| New | +$218K | ﹤0.01% | 4894 |
|
Other funds holding SF
VPM
VCM
