Lindbrook Capital’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
Q1 | $42.7K | Sell |
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|
2024
Q4 | $45.1K | Buy |
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|
2024
Q3 | $42.2K | Sell |
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|
2024
Q2 | $35.2K | Buy |
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|
2024
Q1 | $25.5K | Hold |
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|
2023
Q4 | $27K | Buy |
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|
2023
Q3 | $1.13K | Sell |
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|
2023
Q2 | $6.98K | Buy |
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|
2023
Q1 | $3.58K | Sell |
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|
2022
Q4 | $4K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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