Citadel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.33M | Buy |
67,925
+54,739
| +415% | +$1.85M | ﹤0.01% | 5765 |
|
|
2025
Q4 | $432K | Buy |
+13,186
| New | +$413K | ﹤0.01% | 9378 |
|
|
2025
Q2 | – | Sell |
-8,065
| Closed | -$229K | – | 15479 |
|
|
2025
Q1 | $229K | Buy |
+8,065
| New | +$239K | ﹤0.01% | 10186 |
|
|
2024
Q2 | – | Sell |
-13,959
| Closed | -$291K | – | 15572 |
|
|
2024
Q1 | $291K | Sell |
13,959
-3,863
| -22% | -$78.5K | ﹤0.01% | 9507 |
|
|
2023
Q4 | $393K | Buy |
+17,822
| New | +$334K | ﹤0.01% | 8604 |
|
|
2023
Q2 | – | Sell |
-50,530
| Closed | -$1.2M | – | 15379 |
|
|
2023
Q1 | $1.2M | Buy |
50,530
+4,442
| +10% | +$118K | ﹤0.01% | 6396 |
|
|
2022
Q4 | $1.2M | Buy |
+46,088
| New | +$1.24M | ﹤0.01% | 6456 |
|
|
2022
Q2 | – | Sell |
-40,206
| Closed | -$1.08M | – | 14361 |
|
|
2022
Q1 | $1.08M | Buy |
40,206
+26,989
| +204% | +$793K | ﹤0.01% | 7524 |
|
|
2021
Q4 | $395K | Buy |
13,217
+171
| +1% | +$4.97K | ﹤0.01% | 10256 |
|
|
2021
Q3 | $357K | Sell |
13,046
-34,290
| -72% | -$920K | ﹤0.01% | 10676 |
|
|
2021
Q2 | $1.25M | Buy |
47,336
+9,123
| +24% | +$256K | ﹤0.01% | 7758 |
|
|
2021
Q1 | $1.09M | Buy |
38,213
+14,169
| +59% | +$359K | ﹤0.01% | 7898 |
|
|
2020
Q4 | $495K | Sell |
24,044
-17,471
| -42% | -$313K | ﹤0.01% | 8171 |
|
|
2020
Q3 | $596K | Buy |
41,515
+13,044
| +46% | +$203K | ﹤0.01% | 6974 |
|
|
2020
Q2 | $459K | Sell |
28,471
-10,774
| -27% | -$173K | ﹤0.01% | 7242 |
|
|
2020
Q1 | $640K | Sell |
39,245
-50,038
| -56% | -$1.14M | ﹤0.01% | 6081 |
|
|
2019
Q4 | $2.39M | Buy |
89,283
+22,355
| +33% | +$578K | ﹤0.01% | 4129 |
|
|
2019
Q3 | $1.71M | Buy |
66,928
+8,553
| +15% | +$221K | ﹤0.01% | 4743 |
|
|
2019
Q2 | $1.53M | Sell |
58,375
-3,105
| -5% | -$77.9K | ﹤0.01% | 4977 |
|
|
2019
Q1 | $1.5M | Sell |
61,480
-19,898
| -24% | -$486K | ﹤0.01% | 4915 |
|
|
2018
Q4 | $1.76M | Sell |
81,378
-68,366
| -46% | -$1.66M | ﹤0.01% | 4359 |
|
|
2018
Q3 | $3.96M | Sell |
149,744
-9,797
| -6% | -$273K | ﹤0.01% | 3312 |
|
|
2018
Q2 | $4.39M | Buy |
159,541
+77,884
| +95% | +$2.23M | 0.01% | 2942 |
|
|
2018
Q1 | $2.26M | Buy |
81,657
+30,795
| +61% | +$863K | ﹤0.01% | 3536 |
|
|
2017
Q4 | $1.43M | Buy |
50,862
+5,707
| +13% | +$169K | ﹤0.01% | 4103 |
|
|
2017
Q3 | $1.45M | Buy |
45,155
+3,536
| +8% | +$106K | ﹤0.01% | 3810 |
|
|
2017
Q2 | $1.25M | Sell |
41,619
-4,401
| -10% | -$126K | ﹤0.01% | 3785 |
|
|
2017
Q1 | $1.19M | Buy |
+46,020
| New | +$1.29M | ﹤0.01% | 3759 |
|
|
2016
Q4 | – | Sell |
-8,696
| Closed | -$203K | – | 7999 |
|
|
2016
Q3 | $203K | Sell |
8,696
-22,109
| -72% | -$493K | ﹤0.01% | 6292 |
|
|
2016
Q2 | $648K | Buy |
+30,805
| New | +$613K | ﹤0.01% | 4140 |
|
|
2014
Q1 | – | Sell |
-1,401
| Closed | -$29K | – | 8055 |
|
|
2013
Q4 | $29K | Buy |
+1,401
| New | +$27.9K | ﹤0.01% | 6290 |
|
Other funds holding UVSP
VCM
