Ubs Group Ag Bank Of The James Financial Group Inc Transaction History

Ubs Group Ag

$528 Billion
Q1 2025

A detailed history of Ubs Group Ag transactions in Bank Of The James Financial Group Inc stock. As of the latest transaction made, Ubs Group Ag holds 3,037 shares of BOTJ stock, worth $43,429. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,037

Holding current value

$43,429

% of portfolio

0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$11.72 - $15.35 $35,593 - $46,617	3,037 New	3,037 $44,000
Q3 2024 Nov 14, 2024	BUY	$10.64 - $14.6 $6,192 - $8,497	582 New	582 $7,000
Q1 2024 May 13, 2024	BUY	$10.36 - $12.25 $6,350 - $7,509	613 New	613 $6,000
Q2 2023 Aug 11, 2023	SELL	$8.7 - $11.0 $1,800 - $2,277	-207 Reduced 65.3%	110 $1,000
Q1 2023 May 12, 2023	BUY	$10.51 - $13.2 $3,026 - $3,801	288 Added 993.1%	317 $3,000
Q4 2022 Feb 08, 2023	BUY	$10.68 - $12.7 $309 - $368	29 New	29 $0
Q2 2022 Aug 10, 2022	SELL	$12.25 - $15.2 $5,647 - $7,007	-461 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$14.64 - $16.48 $1,551 - $1,746	106 Added 29.86%	461 $7,000
Q4 2021 Feb 14, 2022	BUY	$14.1 - $16.51 $5,005 - $5,861	355 New	355 $5,000
Q3 2021 Nov 15, 2021	SELL	$13.67 - $16.81 $2,501 - $3,076	-183 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$12.95 - $18.17 $1,036 - $1,453	80 Added 77.67%	183 $3,000
Q1 2021 May 12, 2021	BUY	$11.33 - $13.82 $1,166 - $1,423	103 New	103 $1,000
Q2 2020 Jul 31, 2020	SELL	$7.91 - $9.86 $3,274 - $4,082	-414 Closed	0 $0
Q1 2020 May 01, 2020	SELL	$7.51 - $14.68 $11,122 - $21,741	-1,481 Reduced 78.15%	414 $4,000
Q4 2019 Feb 14, 2020	BUY	$12.73 - $14.45 $12,730 - $14,450	1,000 Added 111.73%	1,895 $29,000
Q3 2019 Nov 14, 2019	BUY	$12.59 - $13.86 $11,268 - $12,404	895 New	895 $13,000
Q4 2018 Feb 14, 2019	SELL	$11.58 - $14.45 $12,703 - $15,851	-1,097 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$13.95 - $14.97 $251 - $269	-18 Reduced 1.61%	1,097 $17,000
Q2 2018 Aug 14, 2018	SELL	$13.36 - $15.45 $4,168 - $4,820	-312 Reduced 21.86%	1,115 $18,000
Q1 2018 May 15, 2018	SELL	$13.28 - $14.32 $2,084 - $2,248	-157 Reduced 9.91%	1,427 $22,000
Q4 2017 Feb 14, 2018	BUY	$12.94 - $13.91 $16,459 - $17,693	1,272 Added 407.69%	1,584 $24,000
Q3 2017 Nov 14, 2017	SELL	$12.61 - $14.41 $8,335 - $9,525	-661 Reduced 67.93%	312 $5,000
Q2 2017 Aug 14, 2017	SELL	N/A	-152 Reduced 13.51%	973 $15,000
Q1 2017 Nov 14, 2017	BUY	N/A	1,125	1,125 $16,000

Others Institutions Holding BOTJ

# of Institutions

Shares Held

1.27M

Call Options Held

Put Options Held

Pettyjohn, Wood & White, Inc Lynchburg, VA

257K
Shares

$3.68 Million
0.73% of portfolio
Eidelman Virant Capital

232K
Shares

$3.32 Million
2.17% of portfolio
Vanguard Group Inc Valley Forge, PA

193K
Shares

$2.75 Million
0.0% of portfolio
Fourthstone LLC St Louis, MO

177K
Shares

$2.54 Million
1.21% of portfolio
Captrust Financial Advisors Raleigh, NC

143K
Shares

$2.05 Million
0.01% of portfolio

View Full List

About BANK OF THE JAMES FINANCIAL GROUP INC

Ticker BOTJ
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 4,628,660
Market Cap $66.2M
Description
Bank of the James Financial Group, Inc. operates as the bank holding company for Bank of the James that provides general retail and commercial banking services to individuals, businesses, associations and organizations, and governmental authorities in Virginia, the Unites States. It offers checking, savings, individual retirement, and health car...

More about BOTJ

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