Janney Montgomery Scott’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 | $432K | Buy |
14,383
+7,000
| +95% | +$210K | ﹤0.01% | 2111 |
|
|
2025
Q1 | $209K | Sell |
7,383
-17,341
| -70% | -$491K | ﹤0.01% | 2512 |
|
|
2024
Q4 | $730K | Buy |
24,724
+488
| +2% | +$14.4K | ﹤0.01% | 1758 |
|
|
2024
Q3 | $682K | Buy |
+24,236
| New | +$682K | ﹤0.01% | 1758 |
|
|
2020
Q2 | – | Sell |
-11,485
| Closed | -$187K | – | 2070 |
|
|
2020
Q1 | $187K | Hold |
11,485
| – | – | ﹤0.01% | 1689 |
|
|
2019
Q4 | $308K | Buy |
11,485
+150
| +1% | +$4.02K | ﹤0.01% | 1699 |
|
|
2019
Q3 | $289K | Buy |
+11,335
| New | +$289K | ﹤0.01% | 1708 |
|