Quadrant Capital Group’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 | $250K | Sell |
8,331
-386
| -4% | -$11.6K | 0.01% | 1210 |
|
|
2025
Q1 | $247K | Sell |
8,717
-14
| -0.2% | -$397 | 0.01% | 1190 |
|
|
2024
Q4 | $258K | Hold |
8,731
| – | – | 0.02% | 551 |
|
|
2024
Q3 | $246K | Hold |
8,731
| – | – | 0.02% | 595 |
|
|
2024
Q2 | $199K | Sell |
8,731
-175
| -2% | -$4K | 0.01% | 645 |
|
|
2024
Q1 | $185K | Sell |
8,906
-156
| -2% | -$3.25K | 0.01% | 671 |
|
|
2023
Q4 | $200K | Buy |
9,062
+4,108
| +83% | +$90.5K | 0.02% | 599 |
|
|
2023
Q3 | $86.1K | Buy |
4,954
+1,557
| +46% | +$27.1K | 0.01% | 969 |
|
|
2023
Q2 | $61.4K | Buy |
3,397
+2,713
| +397% | +$49.1K | 0.01% | 1150 |
|
|
2023
Q1 | $16.2K | Sell |
684
-276
| -29% | -$6.55K | ﹤0.01% | 1806 |
|
|
2022
Q4 | $25.1K | Buy |
960
+106
| +12% | +$2.77K | ﹤0.01% | 1543 |
|
|
2022
Q3 | $20K | Sell |
854
-202
| -19% | -$4.73K | ﹤0.01% | 1555 |
|
|
2022
Q2 | $27K | Sell |
1,056
-460
| -30% | -$11.8K | ﹤0.01% | 1160 |
|
|
2022
Q1 | $41K | Sell |
1,516
-687
| -31% | -$18.6K | 0.01% | 1010 |
|
|
2021
Q4 | $66K | Buy |
2,203
+437
| +25% | +$13.1K | 0.01% | 812 |
|
|
2021
Q3 | $48K | Buy |
1,766
+1,101
| +166% | +$29.9K | 0.01% | 883 |
|
|
2021
Q2 | $18K | Buy |
665
+66
| +11% | +$1.79K | ﹤0.01% | 1271 |
|
|
2021
Q1 | $17K | Buy |
599
+43
| +8% | +$1.22K | ﹤0.01% | 1264 |
|
|
2020
Q4 | $11K | Hold |
556
| – | – | ﹤0.01% | 1360 |
|
|
2020
Q3 | $8K | Buy |
556
+255
| +85% | +$3.67K | ﹤0.01% | 1342 |
|
|
2020
Q2 | $5K | Sell |
301
-51
| -14% | -$847 | ﹤0.01% | 1686 |
|
|
2020
Q1 | $6K | Buy |
+352
| New | +$6K | ﹤0.01% | 1608 |
|