UBS Group’s SelectQuote SLQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $145K | Buy |
230,986
+13,209
| +6% | +$13.9K | ﹤0.01% | 6804 |
|
|
2025
Q4 | $307K | Buy |
217,777
+124,405
| +133% | +$208K | ﹤0.01% | 6351 |
|
|
2025
Q3 | $183K | Sell |
93,372
-176,205
| -65% | -$373K | ﹤0.01% | 6725 |
|
|
2025
Q2 | $642K | Buy |
269,577
+113,535
| +73% | +$298K | ﹤0.01% | 5806 |
|
|
2025
Q1 | $521K | Buy |
156,042
+65,244
| +72% | +$277K | ﹤0.01% | 5825 |
|
|
2024
Q4 | $338K | Sell |
90,798
-14,576
| -14% | -$37.2K | ﹤0.01% | 6116 |
|
|
2024
Q3 | $229K | Buy |
105,374
+54,248
| +106% | +$178K | ﹤0.01% | 5769 |
|
|
2024
Q2 | $141K | Sell |
51,126
-141,092
| -73% | -$340K | ﹤0.01% | 5917 |
|
|
2024
Q1 | $384K | Buy |
192,218
+58,516
| +44% | +$87.5K | ﹤0.01% | 5391 |
|
|
2023
Q4 | $183K | Buy |
133,702
+50,213
| +60% | +$65.5K | ﹤0.01% | 5828 |
|
|
2023
Q3 | $97.7K | Sell |
83,489
-9,183
| -10% | -$13.9K | ﹤0.01% | 5843 |
|
|
2023
Q2 | $181K | Buy |
92,672
+37,610
| +68% | +$63.3K | ﹤0.01% | 5553 |
|
|
2023
Q1 | $119K | Sell |
55,062
-3,374
| -6% | -$5.44K | ﹤0.01% | 5780 |
|
|
2022
Q4 | $39.2K | Buy |
58,436
+44,776
| +328% | +$29.3K | ﹤0.01% | 6993 |
|
|
2022
Q3 | $10K | Buy |
13,660
+3,660
| +37% | +$6.08K | ﹤0.01% | 8455 |
|
|
2022
Q2 | $25K | Sell |
10,000
-3,600
| -26% | -$9.23K | ﹤0.01% | 6615 |
|
|
2022
Q1 | $38K | Sell |
13,600
-289
| -2% | -$1.39K | ﹤0.01% | 6765 |
|
|
2021
Q4 | $126K | Buy |
13,889
+2,596
| +23% | +$28.5K | ﹤0.01% | 6096 |
|
|
2021
Q3 | $146K | Buy |
11,293
+10,895
| +2,737% | +$164K | ﹤0.01% | 5561 |
|
|
2021
Q2 | $8K | Sell |
398
-35,160
| -99% | -$877K | ﹤0.01% | 8252 |
|
|
2021
Q1 | $1.05M | Buy |
35,558
+31,846
| +858% | +$835K | ﹤0.01% | 4197 |
|
|
2020
Q4 | $77K | Buy |
3,712
+3,362
| +961% | +$69K | ﹤0.01% | 5876 |
|
|
2020
Q3 | $7K | Hold |
350
| – | – | ﹤0.01% | 7140 |
|
|
2020
Q2 | $9K | Buy |
+350
| New | +$9.39K | ﹤0.01% | 7093 |
|
Other funds holding SLQT
ABI
VCM
OCM
DC
