Lindbrook Capital’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.58K | Buy |
153
+9
| +6% | +$504 | ﹤0.01% | 1718 |
|
|
2024
Q4 | $7.9K | Buy |
144
+9
| +7% | +$494 | ﹤0.01% | 1779 |
|
|
2024
Q3 | $7.17K | Hold |
135
| – | – | ﹤0.01% | 1841 |
|
|
2024
Q2 | $6.51K | Sell |
135
-40
| -23% | -$1.93K | ﹤0.01% | 1869 |
|
|
2024
Q1 | $9.05K | Hold |
175
| – | – | ﹤0.01% | 1627 |
|
|
2023
Q4 | $11.8K | Buy |
175
+123
| +237% | +$8.28K | ﹤0.01% | 1462 |
|
|
2023
Q3 | $2.46K | Buy |
+52
| New | +$2.46K | ﹤0.01% | 2052 |
|
|
2023
Q2 | – | Sell |
-62
| Closed | -$3.28K | – | 2870 |
|
|
2023
Q1 | $3.28K | Buy |
62
+51
| +464% | +$2.7K | ﹤0.01% | 2038 |
|
|
2022
Q4 | $581 | Sell |
11
-108
| -91% | -$5.7K | ﹤0.01% | 2565 |
|
|
2022
Q3 | $5K | Sell |
119
-93
| -44% | -$3.91K | ﹤0.01% | 1697 |
|
|
2022
Q2 | $13K | Hold |
212
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q1 | $12K | Buy |
+212
| New | +$12K | ﹤0.01% | 1230 |
|
|
2020
Q4 | – | Sell |
-102
| Closed | -$4K | – | 1889 |
|
|
2020
Q3 | $4K | Hold |
102
| – | – | ﹤0.01% | 1215 |
|
|
2020
Q2 | $4K | Sell |
102
-115
| -53% | -$4.51K | ﹤0.01% | 1210 |
|
|
2020
Q1 | $10K | Hold |
217
| – | – | ﹤0.01% | 772 |
|
|
2019
Q4 | $12K | Hold |
217
| – | – | ﹤0.01% | 884 |
|
|
2019
Q3 | $12K | Hold |
217
| – | – | ﹤0.01% | 852 |
|
|
2019
Q2 | $13K | Sell |
217
-28
| -11% | -$1.68K | 0.01% | 824 |
|
|
2019
Q1 | $14K | Hold |
245
| – | – | 0.01% | 801 |
|
|
2018
Q4 | $13K | Buy |
+245
| New | +$13K | 0.01% | 756 |
|