Legal & General Group’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 | $920K | Buy |
30,612
+2,291
| +8% | +$68.8K | ﹤0.01% | 2263 |
|
|
2025
Q1 | $803K | Sell |
28,321
-209
| -0.7% | -$5.93K | ﹤0.01% | 2256 |
|
|
2024
Q4 | $842K | Buy |
28,530
+2,021
| +8% | +$59.6K | ﹤0.01% | 2298 |
|
|
2024
Q3 | $746K | Sell |
26,509
-7,072
| -21% | -$199K | ﹤0.01% | 2335 |
|
|
2024
Q2 | $767K | Hold |
33,581
| – | – | ﹤0.01% | 2284 |
|
|
2024
Q1 | $699K | Hold |
33,581
| – | – | ﹤0.01% | 2312 |
|
|
2023
Q4 | $740K | Hold |
33,581
| – | – | ﹤0.01% | 2311 |
|
|
2023
Q3 | $584K | Buy |
33,581
+14,286
| +74% | +$248K | ﹤0.01% | 2374 |
|
|
2023
Q2 | $349K | Buy |
19,295
+7,635
| +65% | +$138K | ﹤0.01% | 2575 |
|
|
2023
Q1 | $277K | Buy |
11,660
+359
| +3% | +$8.52K | ﹤0.01% | 2476 |
|
|
2022
Q4 | $295K | Hold |
11,301
| – | – | ﹤0.01% | 2472 |
|
|
2022
Q3 | $265K | Sell |
11,301
-2,171
| -16% | -$50.9K | ﹤0.01% | 2521 |
|
|
2022
Q2 | $343K | Buy |
13,472
+515
| +4% | +$13.1K | ﹤0.01% | 2447 |
|
|
2022
Q1 | $347K | Hold |
12,957
| – | – | ﹤0.01% | 2492 |
|
|
2021
Q4 | $388K | Hold |
12,957
| – | – | ﹤0.01% | 2493 |
|
|
2021
Q3 | $355K | Buy |
12,957
+5,569
| +75% | +$153K | ﹤0.01% | 2519 |
|
|
2021
Q2 | $194K | Sell |
7,388
-660
| -8% | -$17.3K | ﹤0.01% | 2541 |
|
|
2021
Q1 | $230K | Buy |
8,048
+1,147
| +17% | +$32.8K | ﹤0.01% | 2430 |
|
|
2020
Q4 | $142K | Hold |
6,901
| – | – | ﹤0.01% | 2491 |
|
|
2020
Q3 | $99K | Sell |
6,901
-1,190
| -15% | -$17.1K | ﹤0.01% | 2496 |
|
|
2020
Q2 | $131K | Hold |
8,091
| – | – | ﹤0.01% | 2458 |
|
|
2020
Q1 | $132K | Sell |
8,091
-1,387
| -15% | -$22.6K | ﹤0.01% | 2342 |
|
|
2019
Q4 | $254K | Hold |
9,478
| – | – | ﹤0.01% | 2340 |
|
|
2019
Q3 | $241K | Buy |
9,478
+3,533
| +59% | +$89.8K | ﹤0.01% | 2313 |
|
|
2019
Q2 | $156K | Buy |
5,945
+317
| +6% | +$8.32K | ﹤0.01% | 2414 |
|
|
2019
Q1 | $137K | Buy |
5,628
+722
| +15% | +$17.6K | ﹤0.01% | 2412 |
|
|
2018
Q4 | $106K | Hold |
4,906
| – | – | ﹤0.01% | 2441 |
|
|
2018
Q3 | $129K | Hold |
4,906
| – | – | ﹤0.01% | 2445 |
|
|
2018
Q2 | $135K | Sell |
4,906
-267
| -5% | -$7.35K | ﹤0.01% | 2403 |
|
|
2018
Q1 | $143K | Sell |
5,173
-1,287
| -20% | -$35.6K | ﹤0.01% | 2382 |
|
|
2017
Q4 | $182K | Sell |
6,460
-456
| -7% | -$12.8K | ﹤0.01% | 2352 |
|
|
2017
Q3 | $221K | Buy |
6,916
+974
| +16% | +$31.1K | ﹤0.01% | 2313 |
|
|
2017
Q2 | $179K | Hold |
5,942
| – | – | ﹤0.01% | 2341 |
|
|
2017
Q1 | $155K | Sell |
5,942
-77
| -1% | -$2.01K | ﹤0.01% | 2348 |
|
|
2016
Q4 | $187K | Buy |
6,019
+2,835
| +89% | +$88.1K | ﹤0.01% | 2261 |
|
|
2016
Q3 | $75K | Sell |
3,184
-613
| -16% | -$14.4K | ﹤0.01% | 2329 |
|
|
2016
Q2 | $78K | Hold |
3,797
| – | – | ﹤0.01% | 2238 |
|
|
2016
Q1 | $74K | Buy |
3,797
+888
| +31% | +$17.3K | ﹤0.01% | 2236 |
|
|
2015
Q4 | $61K | Hold |
2,909
| – | – | ﹤0.01% | 2354 |
|
|
2015
Q3 | $55K | Hold |
2,909
| – | – | ﹤0.01% | 2397 |
|
|
2015
Q2 | $59K | Hold |
2,909
| – | – | ﹤0.01% | 2465 |
|
|
2015
Q1 | $57K | Hold |
2,909
| – | – | ﹤0.01% | 2423 |
|
|
2014
Q4 | $59K | Hold |
2,909
| – | – | ﹤0.01% | 2338 |
|
|
2014
Q3 | $55K | Buy |
+2,909
| New | +$55K | ﹤0.01% | 2330 |
|