Deutsche Bank’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 | $651K | Sell |
21,684
-4,248
| -16% | -$128K | ﹤0.01% | 2307 |
|
|
2025
Q1 | $735K | Sell |
25,932
-2,573
| -9% | -$73K | ﹤0.01% | 2275 |
|
|
2024
Q4 | $841K | Buy |
28,505
+10,354
| +57% | +$306K | ﹤0.01% | 2311 |
|
|
2024
Q3 | $511K | Buy |
18,151
+5,271
| +41% | +$148K | ﹤0.01% | 2406 |
|
|
2024
Q2 | $294K | Sell |
12,880
-272
| -2% | -$6.21K | ﹤0.01% | 2576 |
|
|
2024
Q1 | $274K | Buy |
13,152
+441
| +3% | +$9.18K | ﹤0.01% | 2617 |
|
|
2023
Q4 | $280K | Hold |
12,711
| – | – | ﹤0.01% | 2639 |
|
|
2023
Q3 | $221K | Hold |
12,711
| – | – | ﹤0.01% | 2697 |
|
|
2023
Q2 | $230K | Sell |
12,711
-4,974
| -28% | -$89.9K | ﹤0.01% | 2797 |
|
|
2023
Q1 | $420K | Buy |
17,685
+4,678
| +36% | +$111K | ﹤0.01% | 2593 |
|
|
2022
Q4 | $340K | Buy |
13,007
+1,237
| +11% | +$32.3K | ﹤0.01% | 2659 |
|
|
2022
Q3 | $276K | Sell |
11,770
-1,950
| -14% | -$45.7K | ﹤0.01% | 2732 |
|
|
2022
Q2 | $349K | Sell |
13,720
-1,986
| -13% | -$50.5K | ﹤0.01% | 2800 |
|
|
2022
Q1 | $420K | Sell |
15,706
-1,858
| -11% | -$49.7K | ﹤0.01% | 2840 |
|
|
2021
Q4 | $526K | Buy |
17,564
+888
| +5% | +$26.6K | ﹤0.01% | 2800 |
|
|
2021
Q3 | $457K | Sell |
16,676
-603
| -3% | -$16.5K | ﹤0.01% | 3082 |
|
|
2021
Q2 | $456K | Sell |
17,279
-1,167
| -6% | -$30.8K | ﹤0.01% | 3262 |
|
|
2021
Q1 | $527K | Sell |
18,446
-1,760
| -9% | -$50.3K | ﹤0.01% | 3048 |
|
|
2020
Q4 | $416K | Buy |
20,206
+5,567
| +38% | +$115K | ﹤0.01% | 3007 |
|
|
2020
Q3 | $210K | Buy |
14,639
+1,390
| +10% | +$19.9K | ﹤0.01% | 3156 |
|
|
2020
Q2 | $214K | Sell |
13,249
-2,771
| -17% | -$44.8K | ﹤0.01% | 3070 |
|
|
2020
Q1 | $261K | Buy |
16,020
+5,191
| +48% | +$84.6K | ﹤0.01% | 2799 |
|
|
2019
Q4 | $289K | Sell |
10,829
-3,356
| -24% | -$89.6K | ﹤0.01% | 2986 |
|
|
2019
Q3 | $360K | Sell |
14,185
-37,898
| -73% | -$962K | ﹤0.01% | 2835 |
|
|
2019
Q2 | $1.37M | Sell |
52,083
-34,672
| -40% | -$909K | ﹤0.01% | 2620 |
|
|
2019
Q1 | $2.12M | Sell |
86,755
-12,262
| -12% | -$300K | ﹤0.01% | 2453 |
|
|
2018
Q4 | $2.13M | Sell |
99,017
-48,430
| -33% | -$1.04M | ﹤0.01% | 2343 |
|
|
2018
Q3 | $3.9M | Buy |
147,447
+85,895
| +140% | +$2.27M | ﹤0.01% | 2387 |
|
|
2018
Q2 | $1.69M | Buy |
61,552
+27,114
| +79% | +$746K | ﹤0.01% | 3047 |
|
|
2018
Q1 | $952K | Sell |
34,438
-27,565
| -44% | -$762K | ﹤0.01% | 3300 |
|
|
2017
Q4 | $1.74M | Buy |
62,003
+34,364
| +124% | +$963K | ﹤0.01% | 2782 |
|
|
2017
Q3 | $882K | Sell |
27,639
-13,805
| -33% | -$441K | ﹤0.01% | 3055 |
|
|
2017
Q2 | $1.24M | Sell |
41,444
-26,076
| -39% | -$780K | ﹤0.01% | 2834 |
|
|
2017
Q1 | $1.75M | Buy |
67,520
+41,594
| +160% | +$1.08M | ﹤0.01% | 2310 |
|
|
2016
Q4 | $799K | Sell |
25,926
-39,262
| -60% | -$1.21M | ﹤0.01% | 2803 |
|
|
2016
Q3 | $1.52M | Sell |
65,188
-54,973
| -46% | -$1.28M | ﹤0.01% | 2510 |
|
|
2016
Q2 | $2.52M | Buy |
120,161
+1,832
| +2% | +$38.5K | ﹤0.01% | 2230 |
|
|
2016
Q1 | $2.31M | Buy |
118,329
+37,806
| +47% | +$737K | ﹤0.01% | 2270 |
|
|
2015
Q4 | $1.68M | Sell |
80,523
-8,905
| -10% | -$185K | ﹤0.01% | 2529 |
|
|
2015
Q3 | $1.72M | Buy |
89,428
+11,449
| +15% | +$220K | ﹤0.01% | 2560 |
|
|
2015
Q2 | $1.59M | Buy |
77,979
+46,682
| +149% | +$949K | ﹤0.01% | 2621 |
|
|
2015
Q1 | $618K | Buy |
31,297
+10,739
| +52% | +$212K | ﹤0.01% | 3120 |
|
|
2014
Q4 | $415K | Buy |
20,558
+2,955
| +17% | +$59.7K | ﹤0.01% | 3667 |
|
|
2014
Q3 | $328K | Sell |
17,603
-5,876
| -25% | -$109K | ﹤0.01% | 3631 |
|
|
2014
Q2 | $485K | Sell |
23,479
-19,934
| -46% | -$412K | ﹤0.01% | 3389 |
|
|
2014
Q1 | $890K | Sell |
43,413
-13,666
| -24% | -$280K | ﹤0.01% | 2946 |
|
|
2013
Q4 | $1.18M | Buy |
57,079
+10,965
| +24% | +$226K | ﹤0.01% | 2560 |
|
|
2013
Q3 | $867K | Buy |
46,114
+15,230
| +49% | +$286K | ﹤0.01% | 3085 |
|
|
2013
Q2 | $587K | Buy |
+30,884
| New | +$587K | ﹤0.01% | 3057 |
|