LPL Financial’s Universal Insurance Holdings UVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.12M	Sell	32,839 -6,128	-16%	-$197K	﹤0.01%	4090
2025 Q4	$1.32M	Buy	+38,967	New	+$1.24M	﹤0.01%	3788
2024 Q4	–	Sell	-19,900	Closed	-$441K	–	5439
2024 Q3	$441K	Sell	19,900 -4,570	-19%	-$92.2K	﹤0.01%	4113
2024 Q2	$459K	Buy	24,470 +1,770	+8%	+$34.4K	﹤0.01%	3943
2024 Q1	$461K	Buy	22,700 +8,700	+62%	+$157K	﹤0.01%	3857
2023 Q4	$224K	Buy	+14,000	New	+$218K	﹤0.01%	4310
2018 Q1	–	Sell	-8,080	Closed	-$221K	–	3254
2017 Q4	$221K	Sell	8,080 -1,617	-17%	-$40.6K	﹤0.01%	2748
2017 Q3	$223K	Buy	9,697 +5	+0.1%	+$113	﹤0.01%	2585
2017 Q2	$244K	Sell	9,692 -281	-3%	-$6.91K	﹤0.01%	2441
2017 Q1	$237K	Sell	9,973 -1,147	-10%	-$30K	﹤0.01%	2379
2016 Q4	$320K	Sell	11,120 -15,784	-59%	-$376K	﹤0.01%	2124
2016 Q3	$614K	Sell	26,904 -830	-3%	-$18.6K	0.01%	1541
2016 Q2	$510K	Sell	27,734 -7,877	-22%	-$142K	﹤0.01%	1652
2016 Q1	$600K	Buy	35,611 +2,039	+6%	+$37.8K	﹤0.01%	2035
2015 Q4	$728K	Buy	+33,572	New	+$924K	﹤0.01%	1935
2015 Q2	–	Sell	-34,019	Closed	-$901K	–	2950
2015 Q1	$901K	Buy	+34,019	New	+$800K	﹤0.01%	1429