UBS Group’s Zeo Energy ZEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.8K | Sell |
2,689
-9
| -0.3% | -$26 | ﹤0.01% | 7680 |
|
|
2025
Q1 | $4.07K | Buy |
2,698
+32
| +1% | +$48 | ﹤0.01% | 7836 |
|
|
2024
Q4 | $9.15K | Buy |
2,666
+2,032
| +321% | +$6.97K | ﹤0.01% | 7133 |
|
|
2024
Q3 | $1.07K | Sell |
634
-403
| -39% | -$681 | ﹤0.01% | 7509 |
|
|
2024
Q2 | $2.23K | Sell |
1,037
-1,147
| -53% | -$2.47K | ﹤0.01% | 7241 |
|
|
2024
Q1 | $12.4K | Buy |
2,184
+2,091
| +2,248% | +$11.9K | ﹤0.01% | 5965 |
|
|
2023
Q4 | $1.05K | Buy |
+93
| New | +$1.05K | ﹤0.01% | 7206 |
|
|
2023
Q1 | – | Sell |
-550
| Closed | -$5.69K | – | 9129 |
|
|
2022
Q4 | $5.69K | Hold |
550
| – | – | ﹤0.01% | 7945 |
|
|
2022
Q3 | $6K | Hold |
550
| – | – | ﹤0.01% | 7976 |
|
|
2022
Q2 | $6K | Buy |
+550
| New | +$6K | ﹤0.01% | 7697 |
|