Amalgamated Bank’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
Q2 | $30K | Hold |
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|
2025
Q1 | $28K | Hold |
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|
2024
Q4 | $29K | Hold |
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|
2024
Q3 | $28K | Hold |
|
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|
2024
Q2 | $23K | Hold |
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|
2024
Q1 | $21K | Sell |
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|
2023
Q4 | $56K | Sell |
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|
2023
Q3 | $49K | Hold |
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|
2023
Q2 | $51K | Sell |
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|
2023
Q1 | $71K | Sell |
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|
2022
Q4 | $96K | Hold |
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|
2022
Q3 | $86K | Hold |
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|
2022
Q2 | $93K | Buy |
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|
2022
Q1 | $93K | Buy |
|