Principal Securities’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421 Hold
2025
Q1
$413 Hold
2024
Q4
$413 Hold
2024
Q3
$394 Hold
2024
Q2
$320 Hold
2024
Q1
$291 Hold
2023
Q4
$308 Buy