Rafferty Asset Management’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 | $565K | Buy |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $617K | Buy |
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|
2024
Q3 | $541K | Sell |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $557K | Buy |
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|
2023
Q4 | $561K | Buy |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $272K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $414K | Buy |
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|
2021
Q1 | $379K | Buy |
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