RhumbLine Advisers’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 | $1.34M | Sell |
44,708
-245
| -0.5% | -$7.36K | ﹤0.01% | 2103 |
|
|
2025
Q1 | $1.27M | Sell |
44,953
-1,815
| -4% | -$51.5K | ﹤0.01% | 2064 |
|
|
2024
Q4 | $1.38M | Buy |
46,768
+1,315
| +3% | +$38.8K | ﹤0.01% | 2080 |
|
|
2024
Q3 | $1.28M | Sell |
45,453
-2,313
| -5% | -$65.1K | ﹤0.01% | 2133 |
|
|
2024
Q2 | $1.09M | Buy |
47,766
+503
| +1% | +$11.5K | ﹤0.01% | 2193 |
|
|
2024
Q1 | $984K | Buy |
47,263
+1,269
| +3% | +$26.4K | ﹤0.01% | 2254 |
|
|
2023
Q4 | $1.01M | Sell |
45,994
-2,153
| -4% | -$47.4K | ﹤0.01% | 2244 |
|
|
2023
Q3 | $837K | Sell |
48,147
-311
| -0.6% | -$5.41K | ﹤0.01% | 2302 |
|
|
2023
Q2 | $876K | Buy |
48,458
+218
| +0.5% | +$3.94K | ﹤0.01% | 2365 |
|
|
2023
Q1 | $1.15M | Buy |
48,240
+1,199
| +3% | +$28.5K | ﹤0.01% | 2063 |
|
|
2022
Q4 | $1.23M | Buy |
47,041
+2,226
| +5% | +$58.2K | ﹤0.01% | 2032 |
|
|
2022
Q3 | $1.05M | Buy |
44,815
+1,187
| +3% | +$27.9K | ﹤0.01% | 2115 |
|
|
2022
Q2 | $1.11M | Buy |
43,628
+3,338
| +8% | +$84.9K | ﹤0.01% | 2088 |
|
|
2022
Q1 | $1.08M | Sell |
40,290
-3,500
| -8% | -$93.6K | ﹤0.01% | 2104 |
|
|
2021
Q4 | $1.31M | Sell |
43,790
-424
| -1% | -$12.7K | ﹤0.01% | 2097 |
|
|
2021
Q3 | $1.21M | Buy |
44,214
+950
| +2% | +$26K | ﹤0.01% | 2146 |
|
|
2021
Q2 | $1.14M | Sell |
43,264
-4,919
| -10% | -$130K | ﹤0.01% | 2185 |
|
|
2021
Q1 | $1.38M | Sell |
48,183
-2,822
| -6% | -$80.7K | ﹤0.01% | 2062 |
|
|
2020
Q4 | $1.05M | Buy |
51,005
+9,658
| +23% | +$199K | ﹤0.01% | 2107 |
|
|
2020
Q3 | $594K | Sell |
41,347
-9,928
| -19% | -$143K | ﹤0.01% | 2208 |
|
|
2020
Q2 | $828K | Sell |
51,275
-669
| -1% | -$10.8K | ﹤0.01% | 2124 |
|
|
2020
Q1 | $848K | Buy |
51,944
+3,500
| +7% | +$57.1K | ﹤0.01% | 1951 |
|
|
2019
Q4 | $1.3M | Buy |
48,444
+803
| +2% | +$21.5K | ﹤0.01% | 1970 |
|
|
2019
Q3 | $1.22M | Buy |
47,641
+3,720
| +8% | +$94.9K | ﹤0.01% | 1946 |
|
|
2019
Q2 | $1.15M | Buy |
43,921
+837
| +2% | +$22K | ﹤0.01% | 2001 |
|
|
2019
Q1 | $1.05M | Sell |
43,084
-96
| -0.2% | -$2.35K | ﹤0.01% | 2011 |
|
|
2018
Q4 | $931K | Buy |
43,180
+12,443
| +40% | +$268K | ﹤0.01% | 2047 |
|
|
2018
Q3 | $813K | Buy |
30,737
+110
| +0.4% | +$2.91K | ﹤0.01% | 2088 |
|
|
2018
Q2 | $842K | Buy |
30,627
+1,524
| +5% | +$41.9K | ﹤0.01% | 2089 |
|
|
2018
Q1 | $806K | Sell |
29,103
-500
| -2% | -$13.8K | ﹤0.01% | 2034 |
|
|
2017
Q4 | $830K | Sell |
29,603
-4,559
| -13% | -$128K | ﹤0.01% | 2029 |
|
|
2017
Q3 | $1.09M | Buy |
34,162
+250
| +0.7% | +$8K | ﹤0.01% | 1923 |
|
|
2017
Q2 | $1.02M | Sell |
33,912
-2,533
| -7% | -$75.9K | ﹤0.01% | 1950 |
|
|
2017
Q1 | $944K | Buy |
36,445
+784
| +2% | +$20.3K | ﹤0.01% | 1955 |
|
|
2016
Q4 | $1.1M | Sell |
35,661
-5,222
| -13% | -$161K | ﹤0.01% | 1802 |
|
|
2016
Q3 | $955K | Buy |
40,883
+15,192
| +59% | +$355K | ﹤0.01% | 1838 |
|
|
2016
Q2 | $540K | Sell |
25,691
-6,040
| -19% | -$127K | ﹤0.01% | 2149 |
|
|
2016
Q1 | $619K | Buy |
31,731
+3,015
| +10% | +$58.8K | ﹤0.01% | 2072 |
|
|
2015
Q4 | $599K | Buy |
28,716
+695
| +2% | +$14.5K | ﹤0.01% | 2131 |
|
|
2015
Q3 | $539K | Buy |
28,021
+452
| +2% | +$8.69K | ﹤0.01% | 2175 |
|
|
2015
Q2 | $561K | Buy |
27,569
+1,420
| +5% | +$28.9K | ﹤0.01% | 2254 |
|
|
2015
Q1 | $517K | Buy |
26,149
+1,100
| +4% | +$21.7K | ﹤0.01% | 2283 |
|
|
2014
Q4 | $507K | Buy |
25,049
+1,950
| +8% | +$39.5K | ﹤0.01% | 2266 |
|
|
2014
Q3 | $433K | Hold |
23,099
| – | – | ﹤0.01% | 2301 |
|
|
2014
Q2 | $478K | Sell |
23,099
-720
| -3% | -$14.9K | ﹤0.01% | 2305 |
|
|
2014
Q1 | $489K | Sell |
23,819
-710
| -3% | -$14.6K | ﹤0.01% | 2246 |
|
|
2013
Q4 | $507K | Sell |
24,529
-1,450
| -6% | -$30K | ﹤0.01% | 2250 |
|
|
2013
Q3 | $490K | Sell |
25,979
-171
| -0.7% | -$3.23K | ﹤0.01% | 2221 |
|
|
2013
Q2 | $499K | Buy |
+26,150
| New | +$499K | ﹤0.01% | 2255 |
|