UBS Group’s SHF Holdings SHFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-681
Closed -$2.92K 9303
2025
Q1
$2.92K Sell
681
-611
-47% -$2.62K ﹤0.01% 7948
2024
Q4
$11.6K Buy
1,292
+985
+321% +$8.87K ﹤0.01% 6998
2024
Q3
$3.4K Buy
+307
New +$3.4K ﹤0.01% 7059
2023
Q4
Sell
-105
Closed -$1.67K 8499
2023
Q3
$1.67K Buy
105
+43
+69% +$682 ﹤0.01% 6717
2023
Q2
$661 Sell
62
-46
-43% -$490 ﹤0.01% 7061
2023
Q1
$1.1K Buy
108
+8
+8% +$82 ﹤0.01% 7712
2022
Q4
$3.57K Sell
100
-173
-63% -$6.18K ﹤0.01% 8290
2022
Q3
$38K Buy
+273
New +$38K ﹤0.01% 5539
2022
Q1
Sell
-247
Closed -$50K 9562
2021
Q4
$50K Buy
+247
New +$50K ﹤0.01% 5798