Raymond James Financial’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	$2.99M	Buy	99,670 +19,774	+25%	+$594K	﹤0.01%	2757
2025 Q1	$2.27M	Buy	79,896 +2,005	+3%	+$56.9K	﹤0.01%	2895
2024 Q4	$2.3M	Buy	+77,891	New	+$2.3M	﹤0.01%	2861