Concourse Financial Group Securities’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 8027 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8300 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8300 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8310 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8311 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8246 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8043 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7841 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7555 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7565 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7388 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7286 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7146 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7036 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6811 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6570 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6347 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6148 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5937 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5782 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5716 |
|
|
2019
Q4 | – | Sell |
-64
| Closed | -$2K | – | 5629 |
|
|
2019
Q3 | $2K | Buy |
64
+26
| +68% | +$813 | ﹤0.01% | 1579 |
|
|
2019
Q2 | $1K | Sell |
38
-92
| -71% | -$2.42K | ﹤0.01% | 2142 |
|
|
2019
Q1 | $4K | Sell |
130
-99
| -43% | -$3.05K | ﹤0.01% | 1855 |
|
|
2018
Q4 | $8K | Buy |
229
+18
| +9% | +$629 | ﹤0.01% | 1506 |
|
|
2018
Q3 | $10K | Buy |
+211
| New | +$10K | ﹤0.01% | 1116 |
|