Parkside Financial Bank & 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
Sell
-20
Closed -$568 2997
2025
Q1
$568 Buy
+20
New +$568 ﹤0.01% 2304
2024
Q2
Sell
-30
Closed -$625 2111
2024
Q1
$625 Sell
30
-1,042
-97% -$21.7K ﹤0.01% 1705
2023
Q4
$23.6K Buy
1,072
+411
+62% +$9.06K ﹤0.01% 933
2023
Q3
$11.5K Buy
661
+83
+14% +$1.44K ﹤0.01% 1077
2023
Q2
$10.5K Buy
578
+17
+3% +$307 ﹤0.01% 1101
2023
Q1
$13.3K Buy
561
+43
+8% +$1.02K ﹤0.01% 1002
2022
Q4
$13.5K Buy
+518
New +$13.5K ﹤0.01% 967