Principal Securities’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 | $421 | Hold |
14
| – | – | ﹤0.01% | 3507 |
|
|
2025
Q1 | $413 | Hold |
14
| – | – | ﹤0.01% | 3385 |
|
|
2024
Q4 | $413 | Hold |
14
| – | – | ﹤0.01% | 3380 |
|
|
2024
Q3 | $394 | Hold |
14
| – | – | ﹤0.01% | 3309 |
|
|
2024
Q2 | $320 | Hold |
14
| – | – | ﹤0.01% | 3255 |
|
|
2024
Q1 | $291 | Hold |
14
| – | – | ﹤0.01% | 3206 |
|
|
2023
Q4 | $308 | Buy |
+14
| New | +$308 | ﹤0.01% | 3112 |
|