LPL Financial’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 | $468K | Sell |
15,582
-2,081
| -12% | -$62.5K | ﹤0.01% | 4363 |
|
|
2025
Q1 | $501K | Sell |
17,663
-10,360
| -37% | -$294K | ﹤0.01% | 4108 |
|
|
2024
Q4 | $827K | Sell |
28,023
-2,066
| -7% | -$61K | ﹤0.01% | 3618 |
|
|
2024
Q3 | $847K | Sell |
30,089
-311
| -1% | -$8.75K | ﹤0.01% | 3495 |
|
|
2024
Q2 | $694K | Sell |
30,400
-2,765
| -8% | -$63.1K | ﹤0.01% | 3529 |
|
|
2024
Q1 | $690K | Buy |
33,165
+119
| +0.4% | +$2.48K | ﹤0.01% | 3460 |
|
|
2023
Q4 | $728K | Buy |
33,046
+999
| +3% | +$22K | ﹤0.01% | 3308 |
|
|
2023
Q3 | $557K | Buy |
32,047
+429
| +1% | +$7.46K | ﹤0.01% | 3366 |
|
|
2023
Q2 | $572K | Buy |
31,618
+73
| +0.2% | +$1.32K | ﹤0.01% | 3297 |
|
|
2023
Q1 | $749K | Sell |
31,545
-1,135
| -3% | -$26.9K | ﹤0.01% | 2981 |
|
|
2022
Q4 | $854K | Buy |
32,680
+15,610
| +91% | +$408K | ﹤0.01% | 2755 |
|
|
2022
Q3 | $401K | Buy |
17,070
+14
| +0.1% | +$329 | ﹤0.01% | 3330 |
|
|
2022
Q2 | $434K | Buy |
17,056
+2,212
| +15% | +$56.3K | ﹤0.01% | 3310 |
|
|
2022
Q1 | $397K | Hold |
14,844
| – | – | ﹤0.01% | 3355 |
|
|
2021
Q4 | $444K | Buy |
14,844
+7,368
| +99% | +$220K | ﹤0.01% | 3371 |
|
|
2021
Q3 | $205K | Buy |
+7,476
| New | +$205K | ﹤0.01% | 3941 |
|
|
2018
Q1 | – | Sell |
-16,961
| Closed | -$476K | – | 3228 |
|
|
2017
Q4 | $476K | Sell |
16,961
-2,000
| -11% | -$56.1K | ﹤0.01% | 2086 |
|
|
2017
Q3 | $607K | Buy |
+18,961
| New | +$607K | ﹤0.01% | 1792 |
|