Osaic Holdings’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 | $1.02K | Buy |
+34
| New | +$1.02K | ﹤0.01% | 6671 |
|
|
2023
Q4 | – | Sell |
-1,400
| Closed | -$24.3K | – | 7247 |
|
|
2023
Q3 | $24.3K | Sell |
1,400
-86
| -6% | -$1.5K | ﹤0.01% | 5429 |
|
|
2023
Q2 | $26.9K | Sell |
1,486
-1,912
| -56% | -$34.6K | ﹤0.01% | 5355 |
|
|
2023
Q1 | $80.7K | Buy |
3,398
+92
| +3% | +$2.18K | ﹤0.01% | 4606 |
|
|
2022
Q4 | $87K | Buy |
3,306
+93
| +3% | +$2.45K | ﹤0.01% | 4550 |
|
|
2022
Q3 | $76K | Buy |
3,213
+373
| +13% | +$8.82K | ﹤0.01% | 4584 |
|
|
2022
Q2 | $73K | Sell |
2,840
-1,060
| -27% | -$27.2K | ﹤0.01% | 4657 |
|
|
2022
Q1 | $104K | Buy |
3,900
+3,000
| +333% | +$80K | ﹤0.01% | 4572 |
|
|
2021
Q4 | $27K | Buy |
900
+77
| +9% | +$2.31K | ﹤0.01% | 5577 |
|
|
2021
Q3 | $23K | Sell |
823
-84
| -9% | -$2.35K | ﹤0.01% | 5673 |
|
|
2021
Q2 | $24K | Buy |
907
+390
| +75% | +$10.3K | ﹤0.01% | 5537 |
|
|
2021
Q1 | $15K | Sell |
517
-312
| -38% | -$9.05K | ﹤0.01% | 5632 |
|
|
2020
Q4 | $17K | Sell |
829
-845
| -50% | -$17.3K | ﹤0.01% | 5226 |
|
|
2020
Q3 | $24K | Buy |
1,674
+1,032
| +161% | +$14.8K | ﹤0.01% | 4805 |
|
|
2020
Q2 | $10K | Buy |
642
+19
| +3% | +$296 | ﹤0.01% | 5149 |
|
|
2020
Q1 | $10K | Buy |
+623
| New | +$10K | ﹤0.01% | 4971 |
|