Covestor’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
Q2
$11K Sell
399
-170
-30% -$4.69K 0.01% 1566
2025
Q1
$13K Sell
569
-1,600
-74% -$36.6K 0.01% 1368
2024
Q4
$45K Buy
2,169
+288
+15% +$5.98K 0.03% 900
2024
Q3
$42K Buy
1,881
+1,328
+240% +$29.7K 0.03% 934
2024
Q2
$11K Buy
+553
New +$11K 0.01% 1498
2024
Q1
Sell
-308
Closed -$5K 2797
2023
Q4
$5K Buy
+308
New +$5K ﹤0.01% 1770
2023
Q2
Sell
-4
Closed 2707
2023
Q1
$0 Sell
4
-384
-99% ﹤0.01% 2640
2022
Q4
$4K Buy
388
+254
+190% +$2.62K ﹤0.01% 1653
2022
Q3
$1K Buy
+134
New +$1K ﹤0.01% 1861