Barclays’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 | $2.31M | Buy |
76,989
+20,480
| +36% | +$615K | ﹤0.01% | 2131 |
|
|
2025
Q1 | $1.6M | Sell |
56,509
-16,676
| -23% | -$473K | ﹤0.01% | 2175 |
|
|
2024
Q4 | $2.16M | Buy |
73,185
+6,582
| +10% | +$194K | ﹤0.01% | 2144 |
|
|
2024
Q3 | $1.88M | Buy |
66,603
+31,783
| +91% | +$895K | ﹤0.01% | 2223 |
|
|
2024
Q2 | $795K | Sell |
34,820
-22,119
| -39% | -$505K | ﹤0.01% | 2248 |
|
|
2024
Q1 | $1.19M | Sell |
56,939
-17,229
| -23% | -$359K | ﹤0.01% | 2284 |
|
|
2023
Q4 | $1.63M | Buy |
74,168
+9,570
| +15% | +$211K | ﹤0.01% | 2288 |
|
|
2023
Q3 | $1.12M | Buy |
64,598
+2,010
| +3% | +$34.9K | ﹤0.01% | 2016 |
|
|
2023
Q2 | $1.13M | Buy |
62,588
+4,162
| +7% | +$75.3K | ﹤0.01% | 2076 |
|
|
2023
Q1 | $1.39M | Buy |
58,426
+17,414
| +42% | +$413K | ﹤0.01% | 1910 |
|
|
2022
Q4 | $1.07M | Buy |
41,012
+8,231
| +25% | +$215K | ﹤0.01% | 2066 |
|
|
2022
Q3 | $769K | Sell |
32,781
-766
| -2% | -$18K | ﹤0.01% | 2303 |
|
|
2022
Q2 | $853K | Sell |
33,547
-16,820
| -33% | -$428K | ﹤0.01% | 2198 |
|
|
2022
Q1 | $1.35M | Sell |
50,367
-31,342
| -38% | -$839K | ﹤0.01% | 2086 |
|
|
2021
Q4 | $2.44M | Buy |
81,709
+28,125
| +52% | +$841K | ﹤0.01% | 1687 |
|
|
2021
Q3 | $1.47M | Buy |
53,584
+4,358
| +9% | +$119K | ﹤0.01% | 2036 |
|
|
2021
Q2 | $1.3M | Sell |
49,226
-8,390
| -15% | -$221K | ﹤0.01% | 1967 |
|
|
2021
Q1 | $1.65M | Buy |
57,616
+8,141
| +16% | +$233K | ﹤0.01% | 2020 |
|
|
2020
Q4 | $1.02M | Buy |
49,475
+742
| +2% | +$15.3K | ﹤0.01% | 1967 |
|
|
2020
Q3 | $701K | Buy |
48,733
+492
| +1% | +$7.08K | ﹤0.01% | 2127 |
|
|
2020
Q2 | $778K | Buy |
48,241
+29,136
| +153% | +$470K | ﹤0.01% | 2073 |
|
|
2020
Q1 | $313K | Sell |
19,105
-19,737
| -51% | -$323K | ﹤0.01% | 2356 |
|
|
2019
Q4 | $1.04M | Buy |
38,842
+24,207
| +165% | +$648K | ﹤0.01% | 2276 |
|
|
2019
Q3 | $374K | Sell |
14,635
-4,506
| -24% | -$115K | ﹤0.01% | 2763 |
|
|
2019
Q2 | $503K | Buy |
19,141
+9,905
| +107% | +$260K | ﹤0.01% | 2715 |
|
|
2019
Q1 | $226K | Buy |
9,236
+7,613
| +469% | +$186K | ﹤0.01% | 2973 |
|
|
2018
Q4 | $35K | Sell |
1,623
-10,599
| -87% | -$229K | ﹤0.01% | 3263 |
|
|
2018
Q3 | $323K | Buy |
12,222
+7,753
| +173% | +$205K | ﹤0.01% | 2841 |
|
|
2018
Q2 | $123K | Sell |
4,469
-1,455
| -25% | -$40K | ﹤0.01% | 2983 |
|
|
2018
Q1 | $164K | Buy |
5,924
+1,268
| +27% | +$35.1K | ﹤0.01% | 2932 |
|
|
2017
Q4 | $131K | Buy |
4,656
+4,053
| +672% | +$114K | ﹤0.01% | 2873 |
|
|
2017
Q3 | $19K | Sell |
603
-1,971
| -77% | -$62.1K | ﹤0.01% | 3226 |
|
|
2017
Q2 | $78K | Sell |
2,574
-3,613
| -58% | -$109K | ﹤0.01% | 2860 |
|
|
2017
Q1 | $160K | Buy |
6,187
+5,339
| +630% | +$138K | ﹤0.01% | 2624 |
|
|
2016
Q4 | $26K | Buy |
848
+351
| +71% | +$10.8K | ﹤0.01% | 3021 |
|
|
2016
Q3 | $12K | Sell |
497
-7,254
| -94% | -$175K | ﹤0.01% | 3204 |
|
|
2016
Q2 | $163K | Buy |
7,751
+7,711
| +19,278% | +$162K | ﹤0.01% | 2189 |
|
|
2016
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 3339 |
|
|
2015
Q4 | – | Sell |
-103
| Closed | -$2K | – | 3760 |
|
|
2015
Q3 | $2K | Sell |
103
-272
| -73% | -$5.28K | ﹤0.01% | 3557 |
|
|
2015
Q2 | $8K | Sell |
375
-113
| -23% | -$2.41K | ﹤0.01% | 3403 |
|
|
2015
Q1 | $9K | Sell |
488
-437
| -47% | -$8.06K | ﹤0.01% | 3440 |
|
|
2014
Q4 | $19K | Buy |
925
+49
| +6% | +$1.01K | ﹤0.01% | 3451 |
|
|
2014
Q3 | $17K | Sell |
876
-1,592
| -65% | -$30.9K | ﹤0.01% | 3500 |
|
|
2014
Q2 | $50K | Buy |
2,468
+1,483
| +151% | +$30K | ﹤0.01% | 3039 |
|
|
2014
Q1 | $20K | Sell |
985
-1,984
| -67% | -$40.3K | ﹤0.01% | 3566 |
|
|
2013
Q4 | $60K | Buy |
2,969
+2,804
| +1,699% | +$56.7K | ﹤0.01% | 3294 |
|
|
2013
Q3 | $3K | Sell |
165
-1,474
| -90% | -$26.8K | ﹤0.01% | 3907 |
|
|
2013
Q2 | $31K | Buy |
+1,639
| New | +$31K | ﹤0.01% | 3540 |
|