IFP Advisors’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $148K | Buy |
4,326
+1,530
| +55% | +$49.3K | ﹤0.01% | 1567 |
|
|
2025
Q4 | $94.5K | Buy |
2,796
+2,324
| +492% | +$74.1K | ﹤0.01% | 1830 |
|
|
2025
Q3 | $12.4K | Sell |
472
-396
| -46% | -$9.77K | ﹤0.01% | 2797 |
|
|
2025
Q2 | $24.1K | Buy |
868
+617
| +246% | +$15.7K | ﹤0.01% | 2447 |
|
|
2025
Q1 | $5.95K | Buy |
251
+248
| +8,267% | +$5.11K | ﹤0.01% | 2766 |
|
|
2024
Q4 | $63 | Buy |
+3
| New | +$63 | ﹤0.01% | 4189 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$2.8K | – | 3352 |
|
|
2023
Q3 | $2.8K | Hold |
200
| – | – | ﹤0.01% | 2727 |
|
|
2023
Q2 | $3.09K | Hold |
200
| – | – | ﹤0.01% | 2721 |
|
|
2023
Q1 | $7.12K | Hold |
200
| – | – | ﹤0.01% | 2429 |
|
|
2022
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 3640 |
|
|
2022
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 3885 |
|
|
2022
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 3632 |
|
|
2022
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 3631 |
|
|
2021
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 2700 |
|
|
2021
Q3 | $3K | Buy |
200
+150
| +300% | +$2.05K | ﹤0.01% | 2765 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2959 |
|
|
2021
Q1 | $1K | Buy |
+50
| New | +$747 | ﹤0.01% | 2890 |
|
|
2019
Q1 | – | Sell |
-266
| Closed | -$10K | – | 3411 |
|
|
2018
Q4 | $10K | Sell |
266
-3
| -1% | -$131 | ﹤0.01% | 2527 |
|
|
2018
Q3 | $13K | Sell |
269
-2,933
| -92% | -$126K | ﹤0.01% | 2708 |
|
|
2018
Q2 | $112K | Buy |
3,202
+10
| +0.3% | +$340 | ﹤0.01% | 1409 |
|
|
2018
Q1 | $87K | Hold |
3,192
| – | – | ﹤0.01% | 1468 |
|
|
2017
Q4 | $87K | Sell |
3,192
-375
| -11% | -$9.42K | ﹤0.01% | 1480 |
|
|
2017
Q3 | $82K | Buy |
3,567
+33
| +0.9% | +$749 | ﹤0.01% | 1672 |
|
|
2017
Q2 | $89K | Hold |
3,534
| – | – | ﹤0.01% | 1595 |
|
|
2017
Q1 | $87K | Buy |
3,534
+284
| +9% | +$7.43K | ﹤0.01% | 1575 |
|
|
2016
Q4 | $92K | Buy |
+3,250
| New | +$77.4K | ﹤0.01% | 1508 |
|
|
2016
Q1 | – | Sell |
-220
| Closed | -$5K | – | 3419 |
|
|
2015
Q4 | $5K | Buy |
+220
| New | +$6.05K | ﹤0.01% | 2990 |
|
Other funds holding UVE
DSC
VCM
VPM
