Concourse Financial Group Securities’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 8030 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8303 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8303 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8313 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8314 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8249 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8046 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7844 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7558 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7568 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7391 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7289 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7149 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7038 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6813 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6572 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6349 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6150 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5939 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5784 |
|
|
2020
Q1 | – | Sell |
-717
| Closed | -$19K | – | 5718 |
|
|
2019
Q4 | $19K | Hold |
717
| – | – | ﹤0.01% | 1272 |
|
|
2019
Q3 | $18K | Hold |
717
| – | – | ﹤0.01% | 997 |
|
|
2019
Q2 | $19K | Hold |
717
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q1 | $17K | Hold |
717
| – | – | ﹤0.01% | 1327 |
|
|
2018
Q4 | $15K | Hold |
717
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q3 | $19K | Buy |
+717
| New | +$19K | 0.01% | 873 |
|