BBA
BLB&B Advisors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
25,418
+1
| +0% | +$30 | 0.04% | 144 |
|
|
2025
Q1 | $721K | Buy |
25,417
+1,500
| +6% | +$42.5K | 0.04% | 150 |
|
|
2024
Q4 | $706K | Sell |
23,917
-2,999
| -11% | -$88.5K | 0.04% | 147 |
|
|
2024
Q3 | $757K | Sell |
26,916
-6,249
| -19% | -$176K | 0.04% | 144 |
|
|
2024
Q2 | $757K | Buy |
33,165
+1
| +0% | +$23 | 0.04% | 147 |
|
|
2024
Q1 | $690K | Buy |
33,164
+1
| +0% | +$21 | 0.04% | 151 |
|
|
2023
Q4 | $731K | Buy |
33,163
+1
| +0% | +$22 | 0.05% | 139 |
|
|
2023
Q3 | $576K | Buy |
33,162
+1
| +0% | +$17 | 0.04% | 143 |
|
|
2023
Q2 | $600K | Sell |
33,161
-23
| -0.1% | -$416 | 0.04% | 143 |
|
|
2023
Q1 | $788K | Sell |
33,184
-25
| -0.1% | -$593 | 0.06% | 124 |
|
|
2022
Q4 | $868K | Sell |
33,209
-1,649
| -5% | -$43.1K | 0.07% | 117 |
|
|
2022
Q3 | $818K | Buy |
34,858
+100
| +0.3% | +$2.35K | 0.07% | 115 |
|
|
2022
Q2 | $884K | Hold |
34,758
| – | – | 0.07% | 116 |
|
|
2022
Q1 | $930K | Sell |
34,758
-1,791
| -5% | -$47.9K | 0.06% | 120 |
|
|
2021
Q4 | $1.09M | Sell |
36,549
-350
| -0.9% | -$10.5K | 0.07% | 119 |
|
|
2021
Q3 | $1.01M | Sell |
36,899
-3,062
| -8% | -$83.9K | 0.07% | 131 |
|
|
2021
Q2 | $1.05M | Buy |
39,961
+2,912
| +8% | +$76.8K | 0.08% | 120 |
|
|
2021
Q1 | $1.06M | Sell |
37,049
-8,844
| -19% | -$253K | 0.08% | 117 |
|
|
2020
Q4 | $944K | Buy |
45,893
+4,081
| +10% | +$83.9K | 0.08% | 129 |
|
|
2020
Q3 | $601K | Sell |
41,812
-3,000
| -7% | -$43.1K | 0.06% | 146 |
|
|
2020
Q2 | $723K | Hold |
44,812
| – | – | 0.08% | 130 |
|
|
2020
Q1 | $731K | Sell |
44,812
-1,416
| -3% | -$23.1K | 0.1% | 124 |
|
|
2019
Q4 | $1.24M | Hold |
46,228
| – | – | 0.13% | 112 |
|
|
2019
Q3 | $1.18M | Buy |
46,228
+104
| +0.2% | +$2.65K | 0.13% | 119 |
|
|
2019
Q2 | $1.21M | Buy |
46,124
+187
| +0.4% | +$4.91K | 0.14% | 121 |
|
|
2019
Q1 | $1.12M | Hold |
45,937
| – | – | 0.13% | 124 |
|
|
2018
Q4 | $991K | Hold |
45,937
| – | – | 0.14% | 126 |
|
|
2018
Q3 | $1.22M | Hold |
45,937
| – | – | 0.15% | 116 |
|
|
2018
Q2 | $1.26M | Buy |
45,937
+226
| +0.5% | +$6.21K | 0.17% | 113 |
|
|
2018
Q1 | $1.27M | Hold |
45,711
| – | – | 0.17% | 116 |
|
|
2017
Q4 | $1.28M | Sell |
45,711
-486
| -1% | -$13.6K | 0.18% | 113 |
|
|
2017
Q3 | $1.48M | Hold |
46,197
| – | – | 0.23% | 106 |
|
|
2017
Q2 | $1.38M | Hold |
46,197
| – | – | 0.23% | 104 |
|
|
2017
Q1 | $1.2M | Hold |
46,197
| – | – | 0.2% | 108 |
|
|
2016
Q4 | $1.43M | Buy |
46,197
+14,344
| +45% | +$443K | 0.25% | 99 |
|
|
2016
Q3 | $744K | Buy |
31,853
+486
| +2% | +$11.4K | 0.14% | 141 |
|
|
2016
Q2 | $659K | Hold |
31,367
| – | – | 0.12% | 145 |
|
|
2016
Q1 | $612K | Sell |
31,367
-192
| -0.6% | -$3.75K | 0.12% | 147 |
|
|
2015
Q4 | $658K | Hold |
31,559
| – | – | 0.14% | 133 |
|
|
2015
Q3 | $607K | Hold |
31,559
| – | – | 0.13% | 139 |
|
|
2015
Q2 | $643K | Hold |
31,559
| – | – | 0.13% | 131 |
|
|
2015
Q1 | $625K | Buy |
31,559
+150
| +0.5% | +$2.97K | 0.13% | 132 |
|
|
2014
Q4 | $636K | Hold |
31,409
| – | – | 0.13% | 133 |
|
|
2014
Q3 | $589K | Hold |
31,409
| – | – | 0.13% | 146 |
|
|
2014
Q2 | $650K | Sell |
31,409
-14,344
| -31% | -$297K | 0.14% | 144 |
|
|
2014
Q1 | $939K | Hold |
45,753
| – | – | 0.21% | 112 |
|
|
2013
Q4 | $946K | Buy |
+45,753
| New | +$946K | 0.23% | 102 |
|