Pacific Ridge Capital Partners’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 | – | Sell |
-21,904
| Closed | -$621K | – | 138 |
|
2025
Q1 | $621K | Sell |
21,904
-192
| -0.9% | -$5.45K | 0.16% | 100 |
|
2024
Q4 | $652K | Sell |
22,096
-5,806
| -21% | -$171K | 0.15% | 116 |
|
2024
Q3 | $785K | Sell |
27,902
-9,510
| -25% | -$268K | 0.19% | 99 |
|
2024
Q2 | $854K | Buy |
37,412
+49
| +0.1% | +$1.12K | 0.21% | 105 |
|
2024
Q1 | $778K | Sell |
37,363
-9,692
| -21% | -$202K | 0.17% | 114 |
|
2023
Q4 | $1.04M | Hold |
47,055
| – | – | 0.21% | 110 |
|
2023
Q3 | $818K | Sell |
47,055
-140
| -0.3% | -$2.43K | 0.19% | 109 |
|
2023
Q2 | $853K | Buy |
47,195
+22,465
| +91% | +$406K | 0.19% | 108 |
|
2023
Q1 | $587K | Sell |
24,730
-150
| -0.6% | -$3.56K | 0.14% | 121 |
|
2022
Q4 | $650K | Sell |
24,880
-10
| -0% | -$261 | 0.15% | 116 |
|
2022
Q3 | $584K | Buy |
24,890
+30
| +0.1% | +$704 | 0.15% | 117 |
|
2022
Q2 | $632K | Sell |
24,860
-180
| -0.7% | -$4.58K | 0.15% | 115 |
|
2022
Q1 | $670K | Hold |
25,040
| – | – | 0.13% | 113 |
|
2021
Q4 | $749K | Hold |
25,040
| – | – | 0.13% | 118 |
|
2021
Q3 | $686K | Buy |
25,040
+960
| +4% | +$26.3K | 0.13% | 118 |
|
2021
Q2 | $635K | Sell |
24,080
-390
| -2% | -$10.3K | 0.12% | 117 |
|
2021
Q1 | $700K | Hold |
24,470
| – | – | 0.13% | 110 |
|
2020
Q4 | $504K | Sell |
24,470
-5,920
| -19% | -$122K | 0.12% | 116 |
|
2020
Q3 | $437K | Hold |
30,390
| – | – | 0.12% | 115 |
|
2020
Q2 | $490K | Hold |
30,390
| – | – | 0.13% | 110 |
|
2020
Q1 | $496K | Hold |
30,390
| – | – | 0.19% | 100 |
|
2019
Q4 | $814K | Sell |
30,390
-3,180
| -9% | -$85.2K | 0.18% | 106 |
|
2019
Q3 | $856K | Sell |
33,570
-80
| -0.2% | -$2.04K | 0.22% | 108 |
|
2019
Q2 | $884K | Sell |
33,650
-2,550
| -7% | -$67K | 0.23% | 111 |
|
2019
Q1 | $885K | Sell |
36,200
-1,190
| -3% | -$29.1K | 0.24% | 113 |
|
2018
Q4 | $807K | Sell |
37,390
-1,280
| -3% | -$27.6K | 0.27% | 111 |
|
2018
Q3 | $1.02M | Buy |
38,670
+2,770
| +8% | +$73.3K | 0.26% | 119 |
|
2018
Q2 | $987K | Sell |
35,900
-170
| -0.5% | -$4.67K | 0.23% | 117 |
|
2018
Q1 | $999K | Sell |
36,070
-820
| -2% | -$22.7K | 0.27% | 111 |
|
2017
Q4 | $1.04M | Buy |
36,890
+990
| +3% | +$27.8K | 0.27% | 110 |
|
2017
Q3 | $1.15M | Buy |
35,900
+210
| +0.6% | +$6.72K | 0.33% | 93 |
|
2017
Q2 | $1.07M | Sell |
35,690
-780
| -2% | -$23.4K | 0.31% | 99 |
|
2017
Q1 | $945K | Buy |
36,470
+8,410
| +30% | +$218K | 0.27% | 107 |
|
2016
Q4 | $867K | Buy |
28,060
+400
| +1% | +$12.4K | 0.31% | 90 |
|
2016
Q3 | $646K | Sell |
27,660
-280
| -1% | -$6.54K | 0.27% | 103 |
|
2016
Q2 | $587K | Hold |
27,940
| – | – | 0.27% | 100 |
|
2016
Q1 | $545K | Buy |
27,940
+40
| +0.1% | +$780 | 0.24% | 106 |
|
2015
Q4 | $582K | Hold |
27,900
| – | – | 0.26% | 102 |
|
2015
Q3 | $536K | Sell |
27,900
-3,880
| -12% | -$74.5K | 0.26% | 113 |
|
2015
Q2 | $647K | Sell |
31,780
-3,772
| -11% | -$76.8K | 0.27% | 111 |
|
2015
Q1 | $704K | Buy |
35,552
+710
| +2% | +$14.1K | 0.28% | 108 |
|
2014
Q4 | $705K | Buy |
34,842
+270
| +0.8% | +$5.46K | 0.3% | 104 |
|
2014
Q3 | $648K | Buy |
34,572
+12,112
| +54% | +$227K | 0.33% | 103 |
|
2014
Q2 | $465K | Sell |
22,460
-110
| -0.5% | -$2.28K | 0.32% | 100 |
|
2014
Q1 | $463K | Hold |
22,570
| – | – | 0.32% | 109 |
|
2013
Q4 | $467K | Buy |
+22,570
| New | +$467K | 0.32% | 98 |
|