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