Rafferty Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
18,792
+2,608
| +16% | +$78.3K | ﹤0.01% | 863 |
|
|
2025
Q1 | $459K | Sell |
16,184
-4,717
| -23% | -$134K | ﹤0.01% | 883 |
|
|
2024
Q4 | $617K | Buy |
20,901
+1,680
| +9% | +$49.6K | ﹤0.01% | 874 |
|
|
2024
Q3 | $541K | Sell |
19,221
-7,438
| -28% | -$209K | ﹤0.01% | 916 |
|
|
2024
Q2 | $609K | Sell |
26,659
-87
| -0.3% | -$1.99K | ﹤0.01% | 909 |
|
|
2024
Q1 | $557K | Buy |
26,746
+1,287
| +5% | +$26.8K | ﹤0.01% | 942 |
|
|
2023
Q4 | $561K | Buy |
25,459
+7,707
| +43% | +$170K | ﹤0.01% | 963 |
|
|
2023
Q3 | $309K | Sell |
17,752
-3,725
| -17% | -$64.7K | ﹤0.01% | 1016 |
|
|
2023
Q2 | $388K | Buy |
21,477
+10,012
| +87% | +$181K | ﹤0.01% | 1015 |
|
|
2023
Q1 | $272K | Buy |
+11,465
| New | +$272K | ﹤0.01% | 1059 |
|
|
2022
Q2 | – | Sell |
-9,547
| Closed | -$255K | – | 1230 |
|
|
2022
Q1 | $255K | Buy |
9,547
+600
| +7% | +$16K | ﹤0.01% | 1121 |
|
|
2021
Q4 | $268K | Sell |
8,947
-326
| -4% | -$9.77K | ﹤0.01% | 1167 |
|
|
2021
Q3 | $254K | Sell |
9,273
-6,441
| -41% | -$176K | ﹤0.01% | 1156 |
|
|
2021
Q2 | $414K | Buy |
15,714
+2,453
| +18% | +$64.6K | ﹤0.01% | 1108 |
|
|
2021
Q1 | $379K | Buy |
+13,261
| New | +$379K | ﹤0.01% | 1029 |
|