Allworth Financial’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 | $7.72K | Buy |
257
+74
| +40% | +$2.22K | ﹤0.01% | 3014 |
|
|
2025
Q1 | $5.38K | Sell |
183
-55
| -23% | -$1.62K | ﹤0.01% | 2718 |
|
|
2024
Q4 | $7.13K | Buy |
238
+26
| +12% | +$779 | ﹤0.01% | 2588 |
|
|
2024
Q3 | $5.97K | Buy |
212
+72
| +51% | +$2.03K | ﹤0.01% | 2491 |
|
|
2024
Q2 | $3.76K | Buy |
140
+14
| +11% | +$376 | ﹤0.01% | 2650 |
|
|
2024
Q1 | $2.62K | Sell |
126
-7
| -5% | -$146 | ﹤0.01% | 2710 |
|
|
2023
Q4 | $2.93K | Buy |
133
+55
| +71% | +$1.21K | ﹤0.01% | 2503 |
|
|
2023
Q3 | $1.36K | Buy |
78
+22
| +39% | +$382 | ﹤0.01% | 2724 |
|
|
2023
Q2 | $1.01K | Buy |
+56
| New | +$1.01K | ﹤0.01% | 2731 |
|
|
2023
Q1 | – | Sell |
-175
| Closed | -$4.57K | – | 3297 |
|
|
2022
Q4 | $4.57K | Buy |
175
+120
| +218% | +$3.14K | ﹤0.01% | 1930 |
|
|
2022
Q3 | $1K | Buy |
55
+47
| +588% | +$855 | ﹤0.01% | 2530 |
|
|
2022
Q2 | $0 | Sell |
8
-1,241
| -99% | – | ﹤0.01% | 2841 |
|
|
2022
Q1 | $33K | Buy |
1,249
+1,233
| +7,706% | +$32.6K | ﹤0.01% | 1043 |
|
|
2021
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 2132 |
|