A detailed history of Sowell Financial Services LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Sowell Financial Services LLC holds 11,483 shares of UBS stock, worth $365,159. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,483
Previous 11,775 2.48%
Holding current value
$365,159
Previous $347,000 2.02%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$27.97 - $31.42 $8,167 - $9,174
-292 Reduced 2.48%
11,483 $354,000
Q2 2024

Aug 13, 2024

BUY
$26.19 - $31.88 $209 - $255
8 Added 0.07%
11,775 $347,000
Q1 2024

May 03, 2024

BUY
$27.05 - $31.93 $44,686 - $52,748
1,652 Added 16.33%
11,767 $361,000
Q4 2023

Jan 24, 2024

BUY
$23.36 - $31.19 $236,286 - $315,486
10,115 New
10,115 $312,000
Q2 2021

Aug 05, 2021

SELL
$14.96 - $16.52 $11,818 - $13,050
-790 Closed
0 $0
Q1 2021

May 07, 2021

SELL
$14.29 - $16.1 $7,202 - $8,114
-504 Reduced 38.95%
790 $12,000
Q4 2020

Jan 13, 2021

BUY
$11.22 - $14.76 $10,490 - $13,800
935 Added 260.45%
1,294 $18,000
Q3 2020

Nov 12, 2020

SELL
$10.51 - $12.52 $6,673 - $7,950
-635 Reduced 63.88%
359 $4,000
Q2 2020

Aug 13, 2020

SELL
$8.84 - $11.95 $1,794 - $2,425
-203 Reduced 16.96%
994 $11,000
Q1 2020

May 12, 2020

BUY
$7.65 - $13.4 $2,807 - $4,917
367 Added 44.22%
1,197 $11,000
Q4 2019

Feb 07, 2020

SELL
$10.58 - $12.58 $3,829 - $4,553
-362 Reduced 30.37%
830 $10,000
Q3 2019

Nov 14, 2019

BUY
$10.16 - $12.29 $12,110 - $14,649
1,192 New
1,192 $13,000

Others Institutions Holding UBS

About UBS Group AG


  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $101B
  • Description
  • UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...
More about UBS
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