Lindbrook Capital’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 | $42.7K | Sell |
1,504
-23
| -2% | -$652 | ﹤0.01% | 1072 |
|
|
2024
Q4 | $45.1K | Buy |
1,527
+26
| +2% | +$767 | ﹤0.01% | 858 |
|
|
2024
Q3 | $42.2K | Sell |
1,501
-41
| -3% | -$1.15K | ﹤0.01% | 905 |
|
|
2024
Q2 | $35.2K | Buy |
1,542
+315
| +26% | +$7.19K | ﹤0.01% | 947 |
|
|
2024
Q1 | $25.5K | Hold |
1,227
| – | – | ﹤0.01% | 1084 |
|
|
2023
Q4 | $27K | Buy |
1,227
+1,162
| +1,788% | +$25.6K | ﹤0.01% | 1027 |
|
|
2023
Q3 | $1.13K | Sell |
65
-321
| -83% | -$5.58K | ﹤0.01% | 2322 |
|
|
2023
Q2 | $6.98K | Buy |
386
+235
| +156% | +$4.25K | ﹤0.01% | 1651 |
|
|
2023
Q1 | $3.59K | Sell |
151
-2
| -1% | -$47 | ﹤0.01% | 1999 |
|
|
2022
Q4 | $4K | Buy |
153
+107
| +233% | +$2.8K | ﹤0.01% | 1935 |
|
|
2022
Q3 | $1K | Sell |
46
-318
| -87% | -$6.91K | ﹤0.01% | 2513 |
|
|
2022
Q2 | $9K | Buy |
364
+310
| +574% | +$7.67K | ﹤0.01% | 1319 |
|
|
2022
Q1 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 2384 |
|
|
2021
Q3 | – | Sell |
-31
| Closed | -$1K | – | 2010 |
|
|
2021
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 1842 |
|
|
2021
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1806 |
|