Raymond James & Associates’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.13M | Buy |
40,303
+1,030
| +3% | +$29K | ﹤0.01% | 2603 |
|
|
2024
Q2 | $897K | Buy |
39,273
+2,411
| +7% | +$55K | ﹤0.01% | 2684 |
|
|
2024
Q1 | $767K | Buy |
36,862
+6,088
| +20% | +$127K | ﹤0.01% | 2758 |
|
|
2023
Q4 | $678K | Buy |
30,774
+4,255
| +16% | +$93.7K | ﹤0.01% | 2748 |
|
|
2023
Q3 | $461K | Buy |
26,519
+1,942
| +8% | +$33.8K | ﹤0.01% | 2932 |
|
|
2023
Q2 | $444K | Buy |
24,577
+5,041
| +26% | +$91.1K | ﹤0.01% | 2990 |
|
|
2023
Q1 | $464K | Buy |
19,536
+2,237
| +13% | +$53.1K | ﹤0.01% | 2944 |
|
|
2022
Q4 | $452K | Buy |
17,299
+1,451
| +9% | +$37.9K | ﹤0.01% | 2953 |
|
|
2022
Q3 | $372K | Buy |
15,848
+1,692
| +12% | +$39.7K | ﹤0.01% | 3031 |
|
|
2022
Q2 | $360K | Buy |
14,156
+364
| +3% | +$9.26K | ﹤0.01% | 3101 |
|
|
2022
Q1 | $369K | Buy |
+13,792
| New | +$369K | ﹤0.01% | 3246 |
|