Citigroup’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 | $833K | Sell |
27,721
-7,137
| -20% | -$214K | ﹤0.01% | 2615 |
|
|
2025
Q1 | $989K | Sell |
34,858
-5,243
| -13% | -$149K | ﹤0.01% | 2562 |
|
|
2024
Q4 | $1.18M | Buy |
40,101
+2,234
| +6% | +$65.9K | ﹤0.01% | 2487 |
|
|
2024
Q3 | $1.07M | Buy |
37,867
+14,736
| +64% | +$415K | ﹤0.01% | 2519 |
|
|
2024
Q2 | $528K | Sell |
23,131
-2,317
| -9% | -$52.9K | ﹤0.01% | 2664 |
|
|
2024
Q1 | $530K | Buy |
25,448
+720
| +3% | +$15K | ﹤0.01% | 2813 |
|
|
2023
Q4 | $545K | Buy |
24,728
+15,109
| +157% | +$333K | ﹤0.01% | 2633 |
|
|
2023
Q3 | $167K | Sell |
9,619
-11,690
| -55% | -$203K | ﹤0.01% | 3065 |
|
|
2023
Q2 | $385K | Buy |
21,309
+20,521
| +2,604% | +$371K | ﹤0.01% | 2903 |
|
|
2023
Q1 | $18.7K | Sell |
788
-2,675
| -77% | -$63.5K | ﹤0.01% | 3884 |
|
|
2022
Q4 | $90.5K | Sell |
3,463
-133
| -4% | -$3.48K | ﹤0.01% | 3383 |
|
|
2022
Q3 | $84K | Sell |
3,596
-352
| -9% | -$8.22K | ﹤0.01% | 3466 |
|
|
2022
Q2 | $100K | Buy |
3,948
+736
| +23% | +$18.6K | ﹤0.01% | 3556 |
|
|
2022
Q1 | $85K | Sell |
3,212
-6,558
| -67% | -$174K | ﹤0.01% | 3801 |
|
|
2021
Q4 | $292K | Buy |
9,770
+3,961
| +68% | +$118K | ﹤0.01% | 3390 |
|
|
2021
Q3 | $159K | Sell |
5,809
-9,830
| -63% | -$269K | ﹤0.01% | 3492 |
|
|
2021
Q2 | $412K | Buy |
15,639
+1,799
| +13% | +$47.4K | ﹤0.01% | 3194 |
|
|
2021
Q1 | $395K | Buy |
13,840
+7,125
| +106% | +$203K | ﹤0.01% | 2971 |
|
|
2020
Q4 | $138K | Sell |
6,715
-1,545
| -19% | -$31.8K | ﹤0.01% | 3460 |
|
|
2020
Q3 | $119K | Sell |
8,260
-5,258
| -39% | -$75.8K | ﹤0.01% | 3042 |
|
|
2020
Q2 | $218K | Buy |
13,518
+4,154
| +44% | +$67K | ﹤0.01% | 3039 |
|
|
2020
Q1 | $153K | Buy |
9,364
+2,006
| +27% | +$32.8K | ﹤0.01% | 3021 |
|
|
2019
Q4 | $197K | Sell |
7,358
-2,092
| -22% | -$56K | ﹤0.01% | 3148 |
|
|
2019
Q3 | $241K | Sell |
9,450
-382
| -4% | -$9.74K | ﹤0.01% | 2984 |
|
|
2019
Q2 | $258K | Buy |
9,832
+1,102
| +13% | +$28.9K | ﹤0.01% | 3066 |
|
|
2019
Q1 | $214K | Sell |
8,730
-3,033
| -26% | -$74.3K | ﹤0.01% | 3087 |
|
|
2018
Q4 | $254K | Buy |
11,763
+3,974
| +51% | +$85.8K | ﹤0.01% | 2936 |
|
|
2018
Q3 | $206K | Sell |
7,789
-1,202
| -13% | -$31.8K | ﹤0.01% | 3141 |
|
|
2018
Q2 | $247K | Buy |
8,991
+326
| +4% | +$8.96K | ﹤0.01% | 2808 |
|
|
2018
Q1 | $240K | Buy |
8,665
+2,513
| +41% | +$69.6K | ﹤0.01% | 2821 |
|
|
2017
Q4 | $172K | Buy |
6,152
+6,073
| +7,687% | +$170K | ﹤0.01% | 3070 |
|
|
2017
Q3 | $3K | Sell |
79
-8,163
| -99% | -$310K | ﹤0.01% | 4447 |
|
|
2017
Q2 | $247K | Buy |
8,242
+7,026
| +578% | +$211K | ﹤0.01% | 2802 |
|
|
2017
Q1 | $32K | Sell |
1,216
-24,791
| -95% | -$652K | ﹤0.01% | 3887 |
|
|
2016
Q4 | $804K | Buy |
26,007
+23,072
| +786% | +$713K | ﹤0.01% | 2549 |
|
|
2016
Q3 | $69K | Sell |
2,935
-763
| -21% | -$17.9K | ﹤0.01% | 3572 |
|
|
2016
Q2 | $78K | Sell |
3,698
-13,266
| -78% | -$280K | ﹤0.01% | 3466 |
|
|
2016
Q1 | $331K | Buy |
16,964
+10,699
| +171% | +$209K | ﹤0.01% | 3066 |
|
|
2015
Q4 | $131K | Buy |
6,265
+5,917
| +1,700% | +$124K | ﹤0.01% | 3382 |
|
|
2015
Q3 | $7K | Sell |
348
-39
| -10% | -$784 | ﹤0.01% | 4537 |
|
|
2015
Q2 | $8K | Sell |
387
-6,234
| -94% | -$129K | ﹤0.01% | 4693 |
|
|
2015
Q1 | $131K | Sell |
6,621
-4,555
| -41% | -$90.1K | ﹤0.01% | 3226 |
|
|
2014
Q4 | $226K | Buy |
11,176
+6,681
| +149% | +$135K | ﹤0.01% | 3062 |
|
|
2014
Q3 | $85K | Buy |
4,495
+1,947
| +76% | +$36.8K | ﹤0.01% | 3288 |
|
|
2014
Q2 | $53K | Sell |
2,548
-6,001
| -70% | -$125K | ﹤0.01% | 3521 |
|
|
2014
Q1 | $175K | Sell |
8,549
-5,250
| -38% | -$107K | ﹤0.01% | 3000 |
|
|
2013
Q4 | $285K | Buy |
13,799
+8,734
| +172% | +$180K | ﹤0.01% | 2838 |
|
|
2013
Q3 | $96K | Sell |
5,065
-4,188
| -45% | -$79.4K | ﹤0.01% | 3164 |
|
|
2013
Q2 | $176K | Buy |
+9,253
| New | +$176K | ﹤0.01% | 2842 |
|