LPL Financial’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $825K | Buy |
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|
2025
Q2 | $468K | Sell |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $827K | Sell |
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|
2024
Q3 | $847K | Sell |
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|
2024
Q2 | $694K | Sell |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $728K | Buy |
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|
2023
Q3 | $557K | Buy |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $749K | Sell |
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|
2022
Q4 | $854K | Buy |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $434K | Buy |
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|
2022
Q1 | $397K | Hold |
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|
2021
Q4 | $444K | Buy |
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|
2021
Q3 | $205K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $476K | Sell |
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|
2017
Q3 | $607K | Buy |
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