CAPTRUST Financial Advisors’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,772
| Closed | -$213K | – | 2661 |
|
|
2023
Q2 | $213K | Buy |
13,772
+1,389
| +11% | +$21.4K | ﹤0.01% | 2216 |
|
|
2023
Q1 | $226K | Buy |
+12,383
| New | +$226K | ﹤0.01% | 1969 |
|
|
2022
Q3 | – | Sell |
-13,161
| Closed | -$171K | – | 3981 |
|
|
2022
Q2 | $171K | Buy |
13,161
+3,697
| +39% | +$48K | ﹤0.01% | 1811 |
|
|
2022
Q1 | $128K | Buy |
9,464
+8,807
| +1,340% | +$119K | ﹤0.01% | 2085 |
|
|
2021
Q4 | $11K | Buy |
657
+530
| +417% | +$8.87K | ﹤0.01% | 3666 |
|
|
2021
Q3 | $2K | Buy |
127
+52
| +69% | +$819 | ﹤0.01% | 4306 |
|
|
2021
Q2 | $1K | Sell |
75
-334
| -82% | -$4.45K | ﹤0.01% | 4394 |
|
|
2021
Q1 | $6K | Buy |
409
+354
| +644% | +$5.19K | ﹤0.01% | 3678 |
|
|
2020
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 3320 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2030 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2019 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1899 |
|
|
2018
Q4 | – | Sell |
-220
| Closed | -$11K | – | 1679 |
|
|
2018
Q3 | $11K | Sell |
220
-111
| -34% | -$5.55K | ﹤0.01% | 1215 |
|
|
2018
Q2 | $12K | Sell |
331
-9
| -3% | -$326 | ﹤0.01% | 1128 |
|
|
2018
Q1 | $11K | Buy |
+340
| New | +$11K | ﹤0.01% | 1011 |
|