Los Angeles Capital Management’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 | $580K | Sell |
19,315
-4,030
| -17% | -$121K | ﹤0.01% | 811 |
|
|
2025
Q1 | $662K | Sell |
23,345
-3,300
| -12% | -$93.6K | ﹤0.01% | 683 |
|
|
2024
Q4 | $786K | Sell |
26,645
-5,500
| -17% | -$162K | ﹤0.01% | 693 |
|
|
2024
Q3 | $905K | Sell |
32,145
-3,800
| -11% | -$107K | ﹤0.01% | 680 |
|
|
2024
Q2 | $821K | Sell |
35,945
-4,500
| -11% | -$103K | ﹤0.01% | 724 |
|
|
2024
Q1 | $842K | Sell |
40,445
-310
| -0.8% | -$6.45K | ﹤0.01% | 745 |
|
|
2023
Q4 | $898K | Hold |
40,755
| – | – | ﹤0.01% | 708 |
|
|
2023
Q3 | $708K | Hold |
40,755
| – | – | ﹤0.01% | 745 |
|
|
2023
Q2 | $737K | Sell |
40,755
-1,182
| -3% | -$21.4K | ﹤0.01% | 728 |
|
|
2023
Q1 | $996K | Sell |
41,937
-642
| -2% | -$15.2K | ﹤0.01% | 669 |
|
|
2022
Q4 | $1.11M | Buy |
42,579
+201
| +0.5% | +$5.25K | 0.01% | 678 |
|
|
2022
Q3 | $995K | Sell |
42,378
-13,729
| -24% | -$322K | 0.01% | 697 |
|
|
2022
Q2 | $1.43M | Sell |
56,107
-1,290
| -2% | -$32.8K | 0.01% | 616 |
|
|
2022
Q1 | $1.54M | Sell |
57,397
-7,980
| -12% | -$214K | 0.01% | 613 |
|
|
2021
Q4 | $1.96M | Hold |
65,377
| – | – | 0.01% | 520 |
|
|
2021
Q3 | $1.79M | Sell |
65,377
-4,480
| -6% | -$123K | 0.01% | 553 |
|
|
2021
Q2 | $1.84M | Sell |
69,857
-10,950
| -14% | -$289K | 0.01% | 606 |
|
|
2021
Q1 | $2.31M | Sell |
80,807
-22,213
| -22% | -$635K | 0.01% | 579 |
|
|
2020
Q4 | $2.12M | Sell |
103,020
-6,850
| -6% | -$141K | 0.01% | 639 |
|
|
2020
Q3 | $1.58M | Sell |
109,870
-30
| -0% | -$431 | 0.01% | 647 |
|
|
2020
Q2 | $1.77M | Buy |
109,900
+46,239
| +73% | +$746K | 0.01% | 640 |
|
|
2020
Q1 | $1.04M | Buy |
63,661
+29,944
| +89% | +$489K | 0.01% | 702 |
|
|
2019
Q4 | $903K | Buy |
33,717
+20,892
| +163% | +$560K | ﹤0.01% | 869 |
|
|
2019
Q3 | $327K | Buy |
12,825
+3,860
| +43% | +$98.4K | ﹤0.01% | 1105 |
|
|
2019
Q2 | $235K | Hold |
8,965
| – | – | ﹤0.01% | 1255 |
|
|
2019
Q1 | $219K | Buy |
+8,965
| New | +$219K | ﹤0.01% | 1283 |
|
|
2017
Q4 | – | Sell |
-7,901
| Closed | -$253K | – | 1389 |
|
|
2017
Q3 | $253K | Sell |
7,901
-7,490
| -49% | -$240K | ﹤0.01% | 1194 |
|
|
2017
Q2 | $461K | Sell |
15,391
-870
| -5% | -$26.1K | ﹤0.01% | 959 |
|
|
2017
Q1 | $421K | Sell |
16,261
-5,622
| -26% | -$146K | ﹤0.01% | 923 |
|
|
2016
Q4 | $676K | Hold |
21,883
| – | – | 0.01% | 791 |
|
|
2016
Q3 | $511K | Buy |
21,883
+5,143
| +31% | +$120K | ﹤0.01% | 902 |
|
|
2016
Q2 | $352K | Sell |
16,740
-7,115
| -30% | -$150K | ﹤0.01% | 1005 |
|
|
2016
Q1 | $465K | Buy |
23,855
+12,065
| +102% | +$235K | ﹤0.01% | 837 |
|
|
2015
Q4 | $246K | Hold |
11,790
| – | – | ﹤0.01% | 1025 |
|
|
2015
Q3 | $227K | Buy |
11,790
+1,130
| +11% | +$21.8K | ﹤0.01% | 1079 |
|
|
2015
Q2 | $217K | Sell |
10,660
-5,030
| -32% | -$102K | ﹤0.01% | 1136 |
|
|
2015
Q1 | $311K | Hold |
15,690
| – | – | ﹤0.01% | 1049 |
|
|
2014
Q4 | $318K | Sell |
15,690
-1,100
| -7% | -$22.3K | ﹤0.01% | 947 |
|
|
2014
Q3 | $315K | Hold |
16,790
| – | – | ﹤0.01% | 897 |
|
|
2014
Q2 | $348K | Hold |
16,790
| – | – | ﹤0.01% | 990 |
|
|
2014
Q1 | $345K | Sell |
16,790
-180
| -1% | -$3.7K | ﹤0.01% | 1014 |
|
|
2013
Q4 | $351K | Buy |
+16,970
| New | +$351K | ﹤0.01% | 1029 |
|