Farther Finance 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 | $391 | Hold |
13
| – | – | ﹤0.01% | 4078 |
|
|
2025
Q1 | $373 | Hold |
13
| – | – | ﹤0.01% | 3831 |
|
|
2024
Q4 | $384 | Hold |
13
| – | – | ﹤0.01% | 3497 |
|
|
2024
Q3 | $366 | Hold |
13
| – | – | ﹤0.01% | 3494 |
|
|
2024
Q2 | $295 | Hold |
13
| – | – | ﹤0.01% | 3400 |
|
|
2024
Q1 | $265 | Buy |
13
+11
| +550% | +$224 | ﹤0.01% | 3206 |
|
|
2023
Q4 | $44 | Buy |
+2
| New | +$44 | ﹤0.01% | 3396 |
|
|
2023
Q2 | – | Sell |
-24
| Closed | -$570 | – | 2586 |
|
|
2023
Q1 | $570 | Hold |
24
| – | – | ﹤0.01% | 1974 |
|
|
2022
Q4 | $627 | Buy |
+24
| New | +$627 | ﹤0.01% | 1788 |
|