IFP Advisors’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1K | Buy |
868
+617
| +246% | +$17.1K | ﹤0.01% | 2447 |
|
|
2025
Q1 | $5.95K | Buy |
251
+248
| +8,267% | +$5.88K | ﹤0.01% | 2766 |
|
|
2024
Q4 | $63 | Buy |
+3
| New | +$63 | ﹤0.01% | 4189 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$2.8K | – | 3356 |
|
|
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% | 3886 |
|
|
2022
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 3633 |
|
|
2022
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 3633 |
|
|
2021
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 2652 |
|
|
2021
Q3 | $3K | Buy |
200
+150
| +300% | +$2.25K | ﹤0.01% | 2703 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2926 |
|
|
2021
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2854 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4056 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3901 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3724 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3641 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3610 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3640 |
|
|
2019
Q1 | – | Sell |
-266
| Closed | -$10K | – | 3380 |
|
|
2018
Q4 | $10K | Sell |
266
-3
| -1% | -$113 | ﹤0.01% | 2490 |
|
|
2018
Q3 | $13K | Sell |
269
-2,933
| -92% | -$142K | ﹤0.01% | 2677 |
|
|
2018
Q2 | $112K | Buy |
3,202
+10
| +0.3% | +$350 | ﹤0.01% | 1398 |
|
|
2018
Q1 | $87K | Hold |
3,192
| – | – | ﹤0.01% | 1468 |
|
|
2017
Q4 | $87K | Sell |
3,192
-375
| -11% | -$10.2K | ﹤0.01% | 1466 |
|
|
2017
Q3 | $82K | Buy |
3,567
+33
| +0.9% | +$759 | ﹤0.01% | 1662 |
|
|
2017
Q2 | $89K | Hold |
3,534
| – | – | ﹤0.01% | 1586 |
|
|
2017
Q1 | $87K | Buy |
3,534
+284
| +9% | +$6.99K | ﹤0.01% | 1568 |
|
|
2016
Q4 | $92K | Buy |
+3,250
| New | +$92K | ﹤0.01% | 1503 |
|
|
2016
Q1 | – | Sell |
-220
| Closed | -$5K | – | 3422 |
|
|
2015
Q4 | $5K | Buy |
+220
| New | +$5K | ﹤0.01% | 2974 |
|