Northern Trust’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 | $9.32M | Sell |
310,206
-19,785
| -6% | -$594K | ﹤0.01% | 2114 |
|
|
2025
Q1 | $9.36M | Sell |
329,991
-9,299
| -3% | -$264K | ﹤0.01% | 2074 |
|
|
2024
Q4 | $10M | Buy |
339,290
+9,184
| +3% | +$271K | ﹤0.01% | 2120 |
|
|
2024
Q3 | $9.29M | Sell |
330,106
-5,328
| -2% | -$150K | ﹤0.01% | 2106 |
|
|
2024
Q2 | $7.66M | Sell |
335,434
-7,290
| -2% | -$166K | ﹤0.01% | 2150 |
|
|
2024
Q1 | $7.14M | Sell |
342,724
-23,494
| -6% | -$489K | ﹤0.01% | 2261 |
|
|
2023
Q4 | $8.07M | Buy |
366,218
+4,287
| +1% | +$94.4K | ﹤0.01% | 2209 |
|
|
2023
Q3 | $6.29M | Buy |
361,931
+3,504
| +1% | +$60.9K | ﹤0.01% | 2301 |
|
|
2023
Q2 | $6.48M | Buy |
358,427
+8,645
| +2% | +$156K | ﹤0.01% | 2361 |
|
|
2023
Q1 | $8.3M | Sell |
349,782
-7,915
| -2% | -$188K | ﹤0.01% | 2142 |
|
|
2022
Q4 | $9.35M | Sell |
357,697
-2,767
| -0.8% | -$72.3K | ﹤0.01% | 2058 |
|
|
2022
Q3 | $8.46M | Sell |
360,464
-1,355
| -0.4% | -$31.8K | ﹤0.01% | 2098 |
|
|
2022
Q2 | $9.21M | Sell |
361,819
-3,160
| -0.9% | -$80.4K | ﹤0.01% | 2089 |
|
|
2022
Q1 | $9.77M | Sell |
364,979
-9,199
| -2% | -$246K | ﹤0.01% | 2159 |
|
|
2021
Q4 | $11.2M | Sell |
374,178
-5,528
| -1% | -$165K | ﹤0.01% | 2153 |
|
|
2021
Q3 | $10.4M | Sell |
379,706
-11,223
| -3% | -$307K | ﹤0.01% | 2242 |
|
|
2021
Q2 | $10.3M | Sell |
390,929
-10,705
| -3% | -$282K | ﹤0.01% | 2338 |
|
|
2021
Q1 | $11.5M | Sell |
401,634
-101,640
| -20% | -$2.91M | ﹤0.01% | 2208 |
|
|
2020
Q4 | $10.4M | Sell |
503,274
-17,227
| -3% | -$355K | ﹤0.01% | 2228 |
|
|
2020
Q3 | $7.48M | Sell |
520,501
-20,329
| -4% | -$292K | ﹤0.01% | 2277 |
|
|
2020
Q2 | $8.73M | Buy |
540,830
+107,656
| +25% | +$1.74M | ﹤0.01% | 2178 |
|
|
2020
Q1 | $7.07M | Buy |
433,174
+2,833
| +0.7% | +$46.2K | ﹤0.01% | 2107 |
|
|
2019
Q4 | $11.5M | Sell |
430,341
-9,967
| -2% | -$267K | ﹤0.01% | 2088 |
|
|
2019
Q3 | $11.2M | Buy |
440,308
+12,209
| +3% | +$311K | ﹤0.01% | 2072 |
|
|
2019
Q2 | $11.2M | Buy |
428,099
+10,200
| +2% | +$268K | ﹤0.01% | 2078 |
|
|
2019
Q1 | $10.2M | Sell |
417,899
-2,428
| -0.6% | -$59.4K | ﹤0.01% | 2127 |
|
|
2018
Q4 | $9.07M | Buy |
420,327
+7,238
| +2% | +$156K | ﹤0.01% | 2145 |
|
|
2018
Q3 | $10.9M | Buy |
413,089
+3,673
| +0.9% | +$97.1K | ﹤0.01% | 2207 |
|
|
2018
Q2 | $11.3M | Buy |
409,416
+7,865
| +2% | +$216K | ﹤0.01% | 2193 |
|
|
2018
Q1 | $11.1M | Buy |
401,551
+27,566
| +7% | +$764K | ﹤0.01% | 2101 |
|
|
2017
Q4 | $10.5M | Sell |
373,985
-2,898
| -0.8% | -$81.3K | ﹤0.01% | 2153 |
|
|
2017
Q3 | $12.1M | Sell |
376,883
-426
| -0.1% | -$13.6K | ﹤0.01% | 2082 |
|
|
2017
Q2 | $11.3M | Buy |
377,309
+7,555
| +2% | +$226K | ﹤0.01% | 2086 |
|
|
2017
Q1 | $9.58M | Buy |
369,754
+10,541
| +3% | +$273K | ﹤0.01% | 2149 |
|
|
2016
Q4 | $11.1M | Buy |
359,213
+33,435
| +10% | +$1.03M | ﹤0.01% | 2043 |
|
|
2016
Q3 | $7.61M | Buy |
325,778
+82,767
| +34% | +$1.93M | ﹤0.01% | 2245 |
|
|
2016
Q2 | $5.11M | Sell |
243,011
-4,643
| -2% | -$97.6K | ﹤0.01% | 2447 |
|
|
2016
Q1 | $4.83M | Buy |
247,654
+2,840
| +1% | +$55.4K | ﹤0.01% | 2427 |
|
|
2015
Q4 | $5.11M | Buy |
244,814
+384
| +0.2% | +$8.01K | ﹤0.01% | 2451 |
|
|
2015
Q3 | $4.7M | Buy |
244,430
+23,273
| +11% | +$447K | ﹤0.01% | 2480 |
|
|
2015
Q2 | $4.5M | Buy |
221,157
+9,583
| +5% | +$195K | ﹤0.01% | 2591 |
|
|
2015
Q1 | $4.19M | Buy |
211,574
+3,805
| +2% | +$75.3K | ﹤0.01% | 2617 |
|
|
2014
Q4 | $4.21M | Buy |
207,769
+1,126
| +0.5% | +$22.8K | ﹤0.01% | 2619 |
|
|
2014
Q3 | $3.88M | Sell |
206,643
-9,717
| -4% | -$182K | ﹤0.01% | 2682 |
|
|
2014
Q2 | $4.48M | Sell |
216,360
-26,714
| -11% | -$553K | ﹤0.01% | 2588 |
|
|
2014
Q1 | $4.99M | Sell |
243,074
-18,467
| -7% | -$379K | ﹤0.01% | 2559 |
|
|
2013
Q4 | $5.41M | Buy |
261,541
+4,664
| +2% | +$96.5K | ﹤0.01% | 2510 |
|
|
2013
Q3 | $4.84M | Buy |
256,877
+23,756
| +10% | +$448K | ﹤0.01% | 2529 |
|
|
2013
Q2 | $4.45M | Buy |
+233,121
| New | +$4.45M | ﹤0.01% | 2494 |
|