AllianceBernstein’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
35,306
+9,250
| +36% | +$278K | ﹤0.01% | 2254 |
|
|
2025
Q1 | $739K | Hold |
26,056
| – | – | ﹤0.01% | 2387 |
|
|
2024
Q4 | $769K | Hold |
26,056
| – | – | ﹤0.01% | 2452 |
|
|
2024
Q3 | $733K | Hold |
26,056
| – | – | ﹤0.01% | 2470 |
|
|
2024
Q2 | $595K | Hold |
26,056
| – | – | ﹤0.01% | 2573 |
|
|
2024
Q1 | $542K | Hold |
26,056
| – | – | ﹤0.01% | 2554 |
|
|
2023
Q4 | $574K | Hold |
26,056
| – | – | ﹤0.01% | 2540 |
|
|
2023
Q3 | $453K | Hold |
26,056
| – | – | ﹤0.01% | 2613 |
|
|
2023
Q2 | $471K | Buy |
26,056
+1,040
| +4% | +$18.8K | ﹤0.01% | 2671 |
|
|
2023
Q1 | $594K | Hold |
25,016
| – | – | ﹤0.01% | 2479 |
|
|
2022
Q4 | $654K | Hold |
25,016
| – | – | ﹤0.01% | 2491 |
|
|
2022
Q3 | $587K | Sell |
25,016
-700
| -3% | -$16.4K | ﹤0.01% | 2563 |
|
|
2022
Q2 | $654K | Hold |
25,716
| – | – | ﹤0.01% | 2552 |
|
|
2022
Q1 | $688K | Buy |
25,716
+13,500
| +111% | +$361K | ﹤0.01% | 2543 |
|
|
2021
Q4 | $366K | Sell |
12,216
-878
| -7% | -$26.3K | ﹤0.01% | 2862 |
|
|
2021
Q3 | $359K | Sell |
13,094
-938
| -7% | -$25.7K | ﹤0.01% | 2885 |
|
|
2021
Q2 | $370K | Sell |
14,032
-2,500
| -15% | -$65.9K | ﹤0.01% | 2929 |
|
|
2021
Q1 | $473K | Sell |
16,532
-7,193
| -30% | -$206K | ﹤0.01% | 2671 |
|
|
2020
Q4 | $488K | Sell |
23,725
-4,089
| -15% | -$84.1K | ﹤0.01% | 2594 |
|
|
2020
Q3 | $400K | Sell |
27,814
-5,530
| -17% | -$79.5K | ﹤0.01% | 2642 |
|
|
2020
Q2 | $538K | Buy |
33,344
+2,590
| +8% | +$41.8K | ﹤0.01% | 2555 |
|
|
2020
Q1 | $502K | Hold |
30,754
| – | – | ﹤0.01% | 2344 |
|
|
2019
Q4 | $824K | Hold |
30,754
| – | – | ﹤0.01% | 2346 |
|
|
2019
Q3 | $785K | Sell |
30,754
-900
| -3% | -$23K | ﹤0.01% | 2341 |
|
|
2019
Q2 | $831K | Buy |
31,654
+900
| +3% | +$23.6K | ﹤0.01% | 2389 |
|
|
2019
Q1 | $752K | Hold |
30,754
| – | – | ﹤0.01% | 2371 |
|
|
2018
Q4 | $663K | Hold |
30,754
| – | – | ﹤0.01% | 2362 |
|
|
2018
Q3 | $813K | Hold |
30,754
| – | – | ﹤0.01% | 2417 |
|
|
2018
Q2 | $846K | Hold |
30,754
| – | – | ﹤0.01% | 2384 |
|
|
2018
Q1 | $852K | Hold |
30,754
| – | – | ﹤0.01% | 2322 |
|
|
2017
Q4 | $863K | Hold |
30,754
| – | – | ﹤0.01% | 2345 |
|
|
2017
Q3 | $984K | Hold |
30,754
| – | – | ﹤0.01% | 2275 |
|
|
2017
Q2 | $921K | Hold |
30,754
| – | – | ﹤0.01% | 2311 |
|
|
2017
Q1 | $797K | Sell |
30,754
-600
| -2% | -$15.5K | ﹤0.01% | 2331 |
|
|
2016
Q4 | $969K | Hold |
31,354
| – | – | ﹤0.01% | 2248 |
|
|
2016
Q3 | $732K | Buy |
31,354
+17,873
| +133% | +$417K | ﹤0.01% | 2355 |
|
|
2016
Q2 | $283K | Buy |
13,481
+3,200
| +31% | +$67.2K | ﹤0.01% | 2690 |
|
|
2016
Q1 | $201K | Buy |
10,281
+300
| +3% | +$5.87K | ﹤0.01% | 2709 |
|
|
2015
Q4 | $208K | Buy |
+9,981
| New | +$208K | ﹤0.01% | 2728 |
|
|
2015
Q3 | – | Sell |
-9,881
| Closed | -$201K | – | 2985 |
|
|
2015
Q2 | $201K | Sell |
9,881
-100
| -1% | -$2.03K | ﹤0.01% | 2863 |
|
|
2015
Q1 | $198K | Buy |
9,981
+1,200
| +14% | +$23.8K | ﹤0.01% | 2826 |
|
|
2014
Q4 | $178K | Sell |
8,781
-708
| -7% | -$14.4K | ﹤0.01% | 2831 |
|
|
2014
Q3 | $178K | Sell |
9,489
-900
| -9% | -$16.9K | ﹤0.01% | 2797 |
|
|
2014
Q2 | $215K | Sell |
10,389
-2,200
| -17% | -$45.5K | ﹤0.01% | 2787 |
|
|
2014
Q1 | $258K | Sell |
12,589
-4,531
| -26% | -$92.9K | ﹤0.01% | 2671 |
|
|
2013
Q4 | $354K | Sell |
17,120
-5,269
| -24% | -$109K | ﹤0.01% | 2588 |
|
|
2013
Q3 | $422K | Sell |
22,389
-900
| -4% | -$17K | ﹤0.01% | 2546 |
|
|
2013
Q2 | $444K | Buy |
+23,289
| New | +$444K | ﹤0.01% | 2537 |
|