Allworth Financial’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Buy |
378
+4
| +1% | +$233 | ﹤0.01% | 2452 |
|
|
2025
Q1 | $21.6K | Buy |
374
+33
| +10% | +$1.9K | ﹤0.01% | 2029 |
|
|
2024
Q4 | $17.1K | Buy |
341
+25
| +8% | +$1.26K | ﹤0.01% | 2184 |
|
|
2024
Q3 | $16.8K | Hold |
316
| – | – | ﹤0.01% | 2020 |
|
|
2024
Q2 | $16.1K | Buy |
316
+3
| +1% | +$153 | ﹤0.01% | 2011 |
|
|
2024
Q1 | $16.2K | Sell |
313
-3
| -0.9% | -$155 | ﹤0.01% | 1889 |
|
|
2023
Q4 | $21.3K | Buy |
316
+41
| +15% | +$2.76K | ﹤0.01% | 1616 |
|
|
2023
Q3 | $13K | Buy |
+275
| New | +$13K | ﹤0.01% | 1744 |
|