KeyBank National Association’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $496K | Hold |
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|
2024
Q4 | $516K | Hold |
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|
2024
Q3 | $492K | Sell |
|
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|
2024
Q2 | $810K | Sell |
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|
2024
Q1 | $739K | Sell |
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|
2023
Q4 | $783K | Buy |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $585K | Buy |
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|
2022
Q3 | $523K | Hold |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $673K | Sell |
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|
2021
Q3 | $741K | Hold |
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|
2021
Q2 | $713K | Hold |
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|
2021
Q1 | $774K | Hold |
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|
2020
Q4 | $557K | Hold |
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|
2020
Q3 | $389K | Hold |
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|
2020
Q2 | $437K | Hold |
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|
2020
Q1 | $442K | Hold |
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|
2019
Q4 | $725K | Hold |
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|
2019
Q3 | $690K | Sell |
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|
2019
Q2 | $737K | Sell |
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|
2019
Q1 | $687K | Hold |
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|
2018
Q4 | $606K | Sell |
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|
2018
Q3 | $902K | Hold |
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|
2018
Q2 | $937K | Sell |
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|
2018
Q1 | $951K | Hold |
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|
2017
Q4 | $963K | Hold |
|
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|
2017
Q3 | $1.1M | Sell |
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|
2017
Q2 | $1.04M | Hold |
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|
2017
Q1 | $902K | Sell |
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|
2016
Q4 | $1.11M | Hold |
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|
2016
Q3 | $837K | Buy |
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