Amalgamated Bank’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Hold |
996
| – | – | ﹤0.01% | 1973 |
|
|
2025
Q1 | $28K | Hold |
996
| – | – | ﹤0.01% | 1960 |
|
|
2024
Q4 | $29K | Hold |
996
| – | – | ﹤0.01% | 1994 |
|
|
2024
Q3 | $28K | Hold |
996
| – | – | ﹤0.01% | 2016 |
|
|
2024
Q2 | $23K | Hold |
996
| – | – | ﹤0.01% | 2069 |
|
|
2024
Q1 | $21K | Sell |
996
-1,553
| -61% | -$32.7K | ﹤0.01% | 2111 |
|
|
2023
Q4 | $56K | Sell |
2,549
-296
| -10% | -$6.5K | ﹤0.01% | 2196 |
|
|
2023
Q3 | $49K | Hold |
2,845
| – | – | ﹤0.01% | 2264 |
|
|
2023
Q2 | $51K | Sell |
2,845
-132
| -4% | -$2.37K | ﹤0.01% | 2317 |
|
|
2023
Q1 | $71K | Sell |
2,977
-696
| -19% | -$16.6K | ﹤0.01% | 2173 |
|
|
2022
Q4 | $96K | Hold |
3,673
| – | – | ﹤0.01% | 2152 |
|
|
2022
Q3 | $86K | Hold |
3,673
| – | – | ﹤0.01% | 2218 |
|
|
2022
Q2 | $93K | Buy |
3,673
+190
| +5% | +$4.81K | ﹤0.01% | 2194 |
|
|
2022
Q1 | $93K | Buy |
+3,483
| New | +$93K | ﹤0.01% | 2225 |
|