LPL Financial’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,900
| Closed | -$441K | – | 5280 |
|
|
2024
Q3 | $441K | Sell |
19,900
-4,570
| -19% | -$101K | ﹤0.01% | 4043 |
|
|
2024
Q2 | $459K | Buy |
24,470
+1,770
| +8% | +$33.2K | ﹤0.01% | 3879 |
|
|
2024
Q1 | $461K | Buy |
22,700
+8,700
| +62% | +$177K | ﹤0.01% | 3805 |
|
|
2023
Q4 | $224K | Buy |
+14,000
| New | +$224K | ﹤0.01% | 4250 |
|
|
2018
Q1 | – | Sell |
-8,080
| Closed | -$221K | – | 3227 |
|
|
2017
Q4 | $221K | Sell |
8,080
-1,617
| -17% | -$44.2K | ﹤0.01% | 2727 |
|
|
2017
Q3 | $223K | Buy |
9,697
+5
| +0.1% | +$115 | ﹤0.01% | 2573 |
|
|
2017
Q2 | $244K | Sell |
9,692
-281
| -3% | -$7.07K | ﹤0.01% | 2435 |
|
|
2017
Q1 | $237K | Sell |
9,973
-1,147
| -10% | -$27.3K | ﹤0.01% | 2379 |
|
|
2016
Q4 | $320K | Sell |
11,120
-15,784
| -59% | -$454K | ﹤0.01% | 2124 |
|
|
2016
Q3 | $614K | Sell |
26,904
-830
| -3% | -$18.9K | 0.01% | 1540 |
|
|
2016
Q2 | $510K | Sell |
27,734
-7,877
| -22% | -$145K | ﹤0.01% | 1652 |
|
|
2016
Q1 | $600K | Buy |
35,611
+2,039
| +6% | +$34.4K | ﹤0.01% | 2035 |
|
|
2015
Q4 | $728K | Buy |
+33,572
| New | +$728K | ﹤0.01% | 1935 |
|
|
2015
Q2 | – | Sell |
-34,019
| Closed | -$901K | – | 2950 |
|
|
2015
Q1 | $901K | Buy |
+34,019
| New | +$901K | ﹤0.01% | 1429 |
|