UBS Group’s Summit State Bank SSBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Buy |
10,739
+10,738
| +1,073,800% | +$116K | ﹤0.01% | 5845 |
|
|
2025
Q1 | $9 | Hold |
1
| – | – | ﹤0.01% | 8808 |
|
|
2024
Q4 | $8 | Hold |
1
| – | – | ﹤0.01% | 8572 |
|
|
2024
Q3 | $8 | Sell |
1
-1,526
| -100% | -$12.2K | ﹤0.01% | 8152 |
|
|
2024
Q2 | $14.4K | Buy |
1,527
+1,526
| +152,600% | +$14.4K | ﹤0.01% | 6361 |
|
|
2024
Q1 | $11 | Sell |
1
-644
| -100% | -$7.08K | ﹤0.01% | 7911 |
|
|
2023
Q4 | $7.93K | Buy |
645
+476
| +282% | +$5.85K | ﹤0.01% | 6388 |
|
|
2023
Q3 | $2.71K | Sell |
169
-1,188
| -88% | -$19.1K | ﹤0.01% | 6514 |
|
|
2023
Q2 | $20.5K | Sell |
1,357
-108
| -7% | -$1.63K | ﹤0.01% | 5784 |
|
|
2023
Q1 | $20.3K | Buy |
1,465
+1,297
| +772% | +$18K | ﹤0.01% | 5975 |
|
|
2022
Q4 | $2.65K | Sell |
168
-1,500
| -90% | -$23.7K | ﹤0.01% | 8448 |
|
|
2022
Q3 | $24K | Buy |
+1,668
| New | +$24K | ﹤0.01% | 6065 |
|
|
2021
Q2 | – | Sell |
-305
| Closed | -$5K | – | 8570 |
|
|
2021
Q1 | $5K | Sell |
305
-964
| -76% | -$15.8K | ﹤0.01% | 7289 |
|
|
2020
Q4 | $16K | Buy |
1,269
+578
| +84% | +$7.29K | ﹤0.01% | 6098 |
|
|
2020
Q3 | $7K | Sell |
691
-215
| -24% | -$2.18K | ﹤0.01% | 6261 |
|
|
2020
Q2 | $7K | Buy |
+906
| New | +$7K | ﹤0.01% | 6376 |
|
|
2019
Q1 | – | Sell |
-1,713
| Closed | -$18K | – | 7105 |
|
|
2018
Q4 | $18K | Buy |
1,713
+1,019
| +147% | +$10.7K | ﹤0.01% | 5954 |
|
|
2018
Q3 | $10K | Sell |
694
-1,392
| -67% | -$20.1K | ﹤0.01% | 6255 |
|
|
2018
Q2 | $29K | Buy |
+2,086
| New | +$29K | ﹤0.01% | 5499 |
|
|
2018
Q1 | – | Sell |
-2,415
| Closed | -$28K | – | 7059 |
|
|
2017
Q4 | $28K | Sell |
2,415
-217
| -8% | -$2.52K | ﹤0.01% | 5343 |
|
|
2017
Q3 | $30K | Buy |
2,632
+1,669
| +173% | +$19K | ﹤0.01% | 5269 |
|
|
2017
Q2 | $11K | Sell |
963
-1,420
| -60% | -$16.2K | ﹤0.01% | 5779 |
|
|
2017
Q1 | $28K | Buy |
2,383
+645
| +37% | +$7.58K | ﹤0.01% | 5009 |
|
|
2016
Q4 | $19K | Sell |
1,738
-2,597
| -60% | -$28.4K | ﹤0.01% | 5610 |
|
|
2016
Q3 | $43K | Buy |
4,335
+3,372
| +350% | +$33.4K | ﹤0.01% | 4772 |
|
|
2016
Q2 | $10K | Sell |
963
-1,941
| -67% | -$20.2K | ﹤0.01% | 5902 |
|
|
2016
Q1 | $28K | Buy |
+2,904
| New | +$28K | ﹤0.01% | 5128 |
|
|
2015
Q4 | – | Sell |
-1,716
| Closed | -$16K | – | 7003 |
|
|
2015
Q3 | $16K | Buy |
+1,716
| New | +$16K | ﹤0.01% | 5625 |
|
|
2015
Q2 | – | Sell |
-1,183
| Closed | -$11K | – | 6871 |
|
|
2015
Q1 | $11K | Buy |
1,183
+900
| +318% | +$8.37K | ﹤0.01% | 5807 |
|
|
2014
Q4 | $3K | Buy |
+283
| New | +$3K | ﹤0.01% | 6520 |
|