Citigroup’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
Q3 | $636K | Sell |
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|
2025
Q2 | $833K | Sell |
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|
2025
Q1 | $989K | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $545K | Buy |
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|
2023
Q3 | $167K | Sell |
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|
2023
Q2 | $385K | Buy |
|
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|
2023
Q1 | $18.7K | Sell |
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|
2022
Q4 | $90.5K | Sell |
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|
2022
Q3 | $84K | Sell |
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|
2022
Q2 | $100K | Buy |
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|
2022
Q1 | $85K | Sell |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $159K | Sell |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $395K | Buy |
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|
2020
Q4 | $138K | Sell |
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|
2020
Q3 | $119K | Sell |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | $153K | Buy |
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|
2019
Q4 | $197K | Sell |
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|
2019
Q3 | $241K | Sell |
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|
2019
Q2 | $258K | Buy |
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|
2019
Q1 | $214K | Sell |
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|
2018
Q4 | $254K | Buy |
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|
2018
Q3 | $206K | Sell |
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|
2018
Q2 | $247K | Buy |
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|
2018
Q1 | $240K | Buy |
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|
2017
Q4 | $172K | Buy |
|
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|
2017
Q3 | $3K | Sell |
|
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|
2017
Q2 | $247K | Buy |
|
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|
2017
Q1 | $32K | Sell |
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|
2016
Q4 | $804K | Buy |
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|
2016
Q3 | $69K | Sell |
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|
2016
Q2 | $78K | Sell |
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|
2016
Q1 | $331K | Buy |
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|
2015
Q4 | $131K | Buy |
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|
2015
Q3 | $7K | Sell |
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|
2015
Q2 | $8K | Sell |
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|
2015
Q1 | $131K | Sell |
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|
2014
Q4 | $226K | Buy |
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|
2014
Q3 | $85K | Buy |
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|
2014
Q2 | $53K | Sell |
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|
2014
Q1 | $175K | Sell |
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|
2013
Q4 | $285K | Buy |
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|
2013
Q3 | $96K | Sell |
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|
2013
Q2 | $176K | Buy |
|