First Hawaiian 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
Q1 | – | Sell |
-14,644
| Closed | -$432K | – | 728 |
|
2024
Q4 | $432K | Hold |
14,644
| – | – | 0.01% | 673 |
|
2024
Q3 | $412K | Hold |
14,644
| – | – | 0.01% | 681 |
|
2024
Q2 | $334K | Hold |
14,644
| – | – | 0.01% | 676 |
|
2024
Q1 | $305K | Hold |
14,644
| – | – | 0.01% | 679 |
|
2023
Q4 | $323K | Hold |
14,644
| – | – | 0.01% | 701 |
|
2023
Q3 | $255K | Hold |
14,644
| – | – | 0.01% | 728 |
|
2023
Q2 | $265K | Hold |
14,644
| – | – | 0.01% | 742 |
|
2023
Q1 | $348K | Hold |
14,644
| – | – | 0.01% | 691 |
|
2022
Q4 | $383K | Hold |
14,644
| – | – | 0.01% | 637 |
|
2022
Q3 | $344K | Hold |
14,644
| – | – | 0.01% | 637 |
|
2022
Q2 | $373K | Hold |
14,644
| – | – | 0.01% | 640 |
|
2022
Q1 | $392K | Hold |
14,644
| – | – | 0.01% | 687 |
|
2021
Q4 | $438K | Hold |
14,644
| – | – | 0.01% | 669 |
|
2021
Q3 | $401K | Hold |
14,644
| – | – | 0.02% | 605 |
|
2021
Q2 | $386K | Hold |
14,644
| – | – | 0.02% | 620 |
|
2021
Q1 | $419K | Hold |
14,644
| – | – | 0.02% | 601 |
|
2020
Q4 | $301K | Hold |
14,644
| – | – | 0.01% | 662 |
|
2020
Q3 | $210K | Hold |
14,644
| – | – | 0.01% | 709 |
|
2020
Q2 | $236K | Buy |
14,644
+1,646
| +13% | +$26.5K | 0.01% | 665 |
|
2020
Q1 | $212K | Buy |
+12,998
| New | +$212K | 0.01% | 659 |
|