Quadrant Capital Group’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
Q3 | $250K | Hold |
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|
2025
Q2 | $250K | Sell |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $246K | Hold |
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|
2024
Q2 | $199K | Sell |
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|
2024
Q1 | $185K | Sell |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q3 | $86.1K | Buy |
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|
2023
Q2 | $61.4K | Buy |
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|
2023
Q1 | $16.2K | Sell |
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|
2022
Q4 | $25.1K | Buy |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $41K | Sell |
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|
2021
Q4 | $66K | Buy |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $18K | Buy |
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|
2021
Q1 | $17K | Buy |
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|
2020
Q4 | $11K | Hold |
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|
2020
Q3 | $8K | Buy |
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|
2020
Q2 | $5K | Sell |
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|
2020
Q1 | $6K | Buy |
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