Allworth Financial’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.1K | Buy |
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|
2025
Q2 | $7.72K | Buy |
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|
2025
Q1 | $5.38K | Sell |
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|
2024
Q4 | $7.13K | Buy |
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|
2024
Q3 | $5.97K | Buy |
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|
2024
Q2 | $3.75K | Buy |
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|
2024
Q1 | $2.62K | Sell |
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|
2023
Q4 | $2.93K | Buy |
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|
2023
Q3 | $1.36K | Buy |
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|
2023
Q2 | $1.01K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.57K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $33K | Buy |
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|
2021
Q4 | $0 | Buy |
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