Keeley-Teton Advisors’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 | $588K | Buy |
20,719
+5,527
| +36% | +$157K | 0.07% | 271 |
|
|
2024
Q4 | $448K | Sell |
15,192
-2,408
| -14% | -$71.1K | 0.05% | 298 |
|
|
2024
Q3 | $495K | Hold |
17,600
| – | – | 0.05% | 306 |
|
|
2024
Q2 | $402K | Hold |
17,600
| – | – | 0.05% | 296 |
|
|
2024
Q1 | $366K | Hold |
17,600
| – | – | 0.05% | 304 |
|
|
2023
Q4 | $388K | Hold |
17,600
| – | – | 0.05% | 304 |
|
|
2023
Q3 | $306K | Hold |
17,600
| – | – | 0.04% | 308 |
|
|
2023
Q2 | $318K | Hold |
17,600
| – | – | 0.04% | 313 |
|
|
2023
Q1 | $418K | Buy |
17,600
+1,600
| +10% | +$38K | 0.05% | 306 |
|
|
2022
Q4 | $418K | Buy |
16,000
+4,000
| +33% | +$105K | 0.05% | 305 |
|
|
2022
Q3 | $282K | Buy |
+12,000
| New | +$282K | 0.04% | 329 |
|
|
2022
Q2 | – | Sell |
-7,700
| Closed | -$206K | – | 403 |
|
|
2022
Q1 | $206K | Buy |
+7,700
| New | +$206K | 0.02% | 383 |
|