BLB&B Advisors’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 | $764K | Buy |
|
|||||
|
2025
Q1 | $721K | Buy |
|
|||||
|
2024
Q4 | $706K | Sell |
|
|||||
|
2024
Q3 | $757K | Sell |
|
|||||
|
2024
Q2 | $757K | Buy |
|
|||||
|
2024
Q1 | $690K | Buy |
|
|||||
|
2023
Q4 | $731K | Buy |
|
|||||
|
2023
Q3 | $576K | Buy |
|
|||||
|
2023
Q2 | $600K | Sell |
|
|||||
|
2023
Q1 | $788K | Sell |
|
|||||
|
2022
Q4 | $868K | Sell |
|
|||||
|
2022
Q3 | $818K | Buy |
|
|||||
|
2022
Q2 | $884K | Hold |
|
|||||
|
2022
Q1 | $930K | Sell |
|
|||||
|
2021
Q4 | $1.09M | Sell |
|
|||||
|
2021
Q3 | $1.01M | Sell |
|
|||||
|
2021
Q2 | $1.05M | Buy |
|
|||||
|
2021
Q1 | $1.06M | Sell |
|
|||||
|
2020
Q4 | $944K | Buy |
|
|||||
|
2020
Q3 | $601K | Sell |
|
|||||
|
2020
Q2 | $723K | Hold |
|
|||||
|
2020
Q1 | $731K | Sell |
|
|||||
|
2019
Q4 | $1.24M | Hold |
|
|||||
|
2019
Q3 | $1.18M | Buy |
|
|||||
|
2019
Q2 | $1.21M | Buy |
|
|||||
|
2019
Q1 | $1.12M | Hold |
|
|||||
|
2018
Q4 | $991K | Hold |
|
|||||
|
2018
Q3 | $1.22M | Hold |
|
|||||
|
2018
Q2 | $1.26M | Buy |
|
|||||
|
2018
Q1 | $1.27M | Hold |
|
|||||
|
2017
Q4 | $1.28M | Sell |
|
|||||
|
2017
Q3 | $1.48M | Hold |
|
|||||
|
2017
Q2 | $1.38M | Hold |
|
|||||
|
2017
Q1 | $1.2M | Hold |
|
|||||
|
2016
Q4 | $1.43M | Buy |
|
|||||
|
2016
Q3 | $744K | Buy |
|
|||||
|
2016
Q2 | $659K | Hold |
|
|||||
|
2016
Q1 | $612K | Sell |
|
|||||
|
2015
Q4 | $658K | Hold |
|
|||||
|
2015
Q3 | $607K | Hold |
|
|||||
|
2015
Q2 | $643K | Hold |
|
|||||
|
2015
Q1 | $625K | Buy |
|
|||||
|
2014
Q4 | $636K | Hold |
|
|||||
|
2014
Q3 | $589K | Hold |
|
|||||
|
2014
Q2 | $650K | Sell |
|
|||||
|
2014
Q1 | $939K | Hold |
|
|||||
|
2013
Q4 | $946K | Buy |
|