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
2026 Q1	$588K	Buy	17,171 +3,688	+27%	+$125K	﹤0.01%	865
2025 Q4	$441K	Sell	13,483 -6,516	-33%	-$204K	﹤0.01%	931
2025 Q3	$600K	Buy	19,999 +1,207	+6%	+$37.1K	﹤0.01%	875
2025 Q2	$565K	Buy	18,792 +2,608	+16%	+$75.9K	﹤0.01%	863
2025 Q1	$459K	Sell	16,184 -4,717	-23%	-$140K	﹤0.01%	883
2024 Q4	$617K	Buy	20,901 +1,680	+9%	+$49.9K	﹤0.01%	874
2024 Q3	$541K	Sell	19,221 -7,438	-28%	-$198K	﹤0.01%	916
2024 Q2	$609K	Sell	26,659 -87	-0.3%	-$1.84K	﹤0.01%	909
2024 Q1	$557K	Buy	26,746 +1,287	+5%	+$26.1K	﹤0.01%	942
2023 Q4	$561K	Buy	25,459 +7,707	+43%	+$144K	﹤0.01%	963
2023 Q3	$309K	Sell	17,752 -3,725	-17%	-$68.6K	﹤0.01%	1016
2023 Q2	$388K	Buy	21,477 +10,012	+87%	+$196K	﹤0.01%	1015
2023 Q1	$272K	Buy	+11,465	New	+$303K	﹤0.01%	1059
2022 Q2	–	Sell	-9,547	Closed	-$255K	–	1230
2022 Q1	$255K	Buy	9,547 +600	+7%	+$17.6K	﹤0.01%	1121
2021 Q4	$268K	Sell	8,947 -326	-4%	-$9.48K	﹤0.01%	1167
2021 Q3	$254K	Sell	9,273 -6,441	-41%	-$173K	﹤0.01%	1156
2021 Q2	$414K	Buy	15,714 +2,453	+18%	+$68.9K	﹤0.01%	1108
2021 Q1	$379K	Buy	+13,261	New	+$336K	﹤0.01%	1029