Invesco’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 | $1.92M | Sell |
63,913
-15,352
| -19% | -$461K | ﹤0.01% | 2587 |
|
|
2025
Q1 | $2.25M | Sell |
79,265
-6,636
| -8% | -$188K | ﹤0.01% | 2492 |
|
|
2024
Q4 | $2.53M | Buy |
85,901
+3,272
| +4% | +$96.6K | ﹤0.01% | 2515 |
|
|
2024
Q3 | $2.33M | Sell |
82,629
-19,386
| -19% | -$546K | ﹤0.01% | 2544 |
|
|
2024
Q2 | $2.33M | Sell |
102,015
-4,432
| -4% | -$101K | ﹤0.01% | 2521 |
|
|
2024
Q1 | $2.22M | Buy |
106,447
+51,463
| +94% | +$1.07M | ﹤0.01% | 2615 |
|
|
2023
Q4 | $1.21M | Buy |
54,984
+3,005
| +6% | +$66.2K | ﹤0.01% | 2799 |
|
|
2023
Q3 | $903K | Buy |
51,979
+336
| +0.7% | +$5.84K | ﹤0.01% | 2900 |
|
|
2023
Q2 | $934K | Sell |
51,643
-5,441
| -10% | -$98.4K | ﹤0.01% | 2923 |
|
|
2023
Q1 | $1.36M | Sell |
57,084
-3,518
| -6% | -$83.5K | ﹤0.01% | 2777 |
|
|
2022
Q4 | $1.58M | Buy |
60,602
+12,571
| +26% | +$328K | ﹤0.01% | 2720 |
|
|
2022
Q3 | $1.13M | Sell |
48,031
-5,784
| -11% | -$136K | ﹤0.01% | 2867 |
|
|
2022
Q2 | $1.37M | Buy |
53,815
+11,032
| +26% | +$281K | ﹤0.01% | 2852 |
|
|
2022
Q1 | $1.15M | Sell |
42,783
-726
| -2% | -$19.4K | ﹤0.01% | 2989 |
|
|
2021
Q4 | $1.3M | Sell |
43,509
-4,462
| -9% | -$134K | ﹤0.01% | 2932 |
|
|
2021
Q3 | $1.31M | Buy |
47,971
+3,778
| +9% | +$103K | ﹤0.01% | 2972 |
|
|
2021
Q2 | $1.17M | Buy |
44,193
+4,908
| +12% | +$129K | ﹤0.01% | 3055 |
|
|
2021
Q1 | $1.12M | Sell |
39,285
-6,761
| -15% | -$193K | ﹤0.01% | 2993 |
|
|
2020
Q4 | $947K | Buy |
46,046
+3,217
| +8% | +$66.2K | ﹤0.01% | 2938 |
|
|
2020
Q3 | $615K | Sell |
42,829
-997
| -2% | -$14.3K | ﹤0.01% | 3038 |
|
|
2020
Q2 | $708K | Sell |
43,826
-2,322
| -5% | -$37.5K | ﹤0.01% | 2965 |
|
|
2020
Q1 | $753K | Buy |
46,148
+1,496
| +3% | +$24.4K | ﹤0.01% | 2849 |
|
|
2019
Q4 | $1.2M | Buy |
44,652
+499
| +1% | +$13.4K | ﹤0.01% | 2885 |
|
|
2019
Q3 | $1.13M | Sell |
44,153
-1,402
| -3% | -$35.8K | ﹤0.01% | 2912 |
|
|
2019
Q2 | $1.2M | Sell |
45,555
-9,874
| -18% | -$259K | ﹤0.01% | 2950 |
|
|
2019
Q1 | $1.36M | Buy |
55,429
+9,152
| +20% | +$224K | ﹤0.01% | 2829 |
|
|
2018
Q4 | $998K | Buy |
46,277
+7,282
| +19% | +$157K | ﹤0.01% | 2958 |
|
|
2018
Q3 | $1.03M | Buy |
38,995
+173
| +0.4% | +$4.57K | ﹤0.01% | 3103 |
|
|
2018
Q2 | $1.07M | Buy |
38,822
+8,900
| +30% | +$245K | ﹤0.01% | 3100 |
|
|
2018
Q1 | $829K | Buy |
29,922
+4,195
| +16% | +$116K | ﹤0.01% | 3106 |
|
|
2017
Q4 | $722K | Sell |
25,727
-1,149
| -4% | -$32.2K | ﹤0.01% | 3156 |
|
|
2017
Q3 | $860K | Buy |
26,876
+766
| +3% | +$24.5K | ﹤0.01% | 3090 |
|
|
2017
Q2 | $782K | Sell |
26,110
-11,516
| -31% | -$345K | ﹤0.01% | 3151 |
|
|
2017
Q1 | $975K | Sell |
37,626
-775
| -2% | -$20.1K | ﹤0.01% | 3044 |
|
|
2016
Q4 | $1.19M | Buy |
38,401
+3,765
| +11% | +$116K | ﹤0.01% | 2910 |
|
|
2016
Q3 | $809K | Buy |
34,636
+3,086
| +10% | +$72.1K | ﹤0.01% | 3056 |
|
|
2016
Q2 | $663K | Buy |
31,550
+8,117
| +35% | +$171K | ﹤0.01% | 3106 |
|
|
2016
Q1 | $457K | Sell |
23,433
-4,190
| -15% | -$81.7K | ﹤0.01% | 3287 |
|
|
2015
Q4 | $576K | Buy |
27,623
+3,740
| +16% | +$78K | ﹤0.01% | 3207 |
|
|
2015
Q3 | $459K | Buy |
23,883
+1,719
| +8% | +$33K | ﹤0.01% | 3280 |
|
|
2015
Q2 | $451K | Sell |
22,164
-1,103
| -5% | -$22.4K | ﹤0.01% | 3433 |
|
|
2015
Q1 | $460K | Sell |
23,267
-2,967
| -11% | -$58.7K | ﹤0.01% | 3375 |
|
|
2014
Q4 | $531K | Buy |
26,234
+1,300
| +5% | +$26.3K | ﹤0.01% | 3289 |
|
|
2014
Q3 | $468K | Buy |
24,934
+865
| +4% | +$16.2K | ﹤0.01% | 3356 |
|
|
2014
Q2 | $498K | Buy |
24,069
+273
| +1% | +$5.65K | ﹤0.01% | 3364 |
|
|
2014
Q1 | $488K | Buy |
23,796
+3,040
| +15% | +$62.3K | ﹤0.01% | 3413 |
|
|
2013
Q4 | $429K | Buy |
20,756
+1,518
| +8% | +$31.4K | ﹤0.01% | 3525 |
|
|
2013
Q3 | $363K | Buy |
19,238
+2,613
| +16% | +$49.3K | ﹤0.01% | 3533 |
|
|
2013
Q2 | $317K | Buy |
+16,625
| New | +$317K | ﹤0.01% | 3482 |
|