Endeavour Capital Advisors’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 | $7.71M | Hold |
256,631
| – | – | 2.65% | 14 |
|
|
2025
Q1 | $7.28M | Buy |
256,631
+14,547
| +6% | +$413K | 2.7% | 15 |
|
|
2024
Q4 | $7.14M | Sell |
242,084
-31,105
| -11% | -$918K | 2.27% | 16 |
|
|
2024
Q3 | $7.69M | Sell |
273,189
-11,750
| -4% | -$331K | 2.41% | 16 |
|
|
2024
Q2 | $6.51M | Sell |
284,939
-1,500
| -0.5% | -$34.2K | 2.26% | 18 |
|
|
2024
Q1 | $5.96M | Buy |
286,439
+209,673
| +273% | +$4.37M | 2.06% | 16 |
|
|
2023
Q4 | $1.69M | Buy |
76,766
+28,348
| +59% | +$625K | 0.57% | 30 |
|
|
2023
Q3 | $842K | Buy |
48,418
+27,740
| +134% | +$482K | 0.34% | 29 |
|
|
2023
Q2 | $374K | Hold |
20,678
| – | – | 0.16% | 41 |
|
|
2023
Q1 | $491K | Sell |
20,678
-362,724
| -95% | -$8.61M | 0.22% | 36 |
|
|
2022
Q4 | $10M | Sell |
383,402
-155,215
| -29% | -$4.06M | 2.69% | 13 |
|
|
2022
Q3 | $12.6M | Sell |
538,617
-30,782
| -5% | -$723K | 2.92% | 13 |
|
|
2022
Q2 | $14.5M | Buy |
569,399
+10,970
| +2% | +$279K | 2.8% | 15 |
|
|
2022
Q1 | $14.9M | Buy |
558,429
+10,017
| +2% | +$268K | 2.38% | 18 |
|
|
2021
Q4 | $16.4M | Sell |
548,412
-33,565
| -6% | -$1M | 2.3% | 14 |
|
|
2021
Q3 | $15.9M | Sell |
581,977
-80,962
| -12% | -$2.22M | 2.3% | 14 |
|
|
2021
Q2 | $17.5M | Sell |
662,939
-12,317
| -2% | -$325K | 2.23% | 17 |
|
|
2021
Q1 | $19.3M | Sell |
675,256
-247,793
| -27% | -$7.08M | 2.39% | 14 |
|
|
2020
Q4 | $19M | Sell |
923,049
-19,037
| -2% | -$392K | 2.83% | 12 |
|
|
2020
Q3 | $13.5M | Buy |
942,086
+15,052
| +2% | +$216K | 3.62% | 10 |
|
|
2020
Q2 | $15M | Buy |
927,034
+25,298
| +3% | +$408K | 5% | 5 |
|
|
2020
Q1 | $14.7M | Sell |
901,736
-63,916
| -7% | -$1.04M | 5.12% | 5 |
|
|
2019
Q4 | $25.9M | Hold |
965,652
| – | – | 4.05% | 7 |
|
|
2019
Q3 | $24.6M | Sell |
965,652
-117,378
| -11% | -$2.99M | 3.85% | 10 |
|
|
2019
Q2 | $28.4M | Buy |
1,083,030
+29,885
| +3% | +$785K | 4.21% | 7 |
|
|
2019
Q1 | $25.8M | Buy |
1,053,145
+41,783
| +4% | +$1.02M | 4.52% | 6 |
|
|
2018
Q4 | $21.8M | Buy |
1,011,362
+65,234
| +7% | +$1.41M | 3.59% | 9 |
|
|
2018
Q3 | $25M | Buy |
946,128
+345,624
| +58% | +$9.14M | 3.46% | 7 |
|
|
2018
Q2 | $16.5M | Sell |
600,504
-70,191
| -10% | -$1.93M | 2.66% | 15 |
|
|
2018
Q1 | $18.6M | Buy |
670,695
+491,594
| +274% | +$13.6M | 3.03% | 14 |
|
|
2017
Q4 | $5.02M | Buy |
+179,101
| New | +$5.02M | 2.04% | 17 |
|
|
2017
Q3 | – | Sell |
-14,429
| Closed | -$432K | – | 34 |
|
|
2017
Q2 | $432K | Buy |
14,429
+2,610
| +22% | +$78.1K | 0.19% | 32 |
|
|
2017
Q1 | $306K | Buy |
+11,819
| New | +$306K | 0.14% | 46 |
|