River Oaks Capital’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $90.2K | Sell |
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|
2022
Q4 | $455K | Sell |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.24M | Hold |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.64M | Buy |
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|
2019
Q3 | $1.29M | Hold |
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|
2019
Q2 | $1.33M | Hold |
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|
2019
Q1 | $1.24M | Hold |
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|
2018
Q4 | $1.09M | Hold |
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|
2018
Q3 | $1.34M | Hold |
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|
2018
Q2 | $1.39M | Sell |
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|
2018
Q1 | $2.36M | Sell |
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|
2017
Q4 | $2.55M | Sell |
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|
2017
Q3 | $3.01M | Sell |
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|
2017
Q2 | $3.15M | Buy |
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|
2017
Q1 | $2.5M | Buy |
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|
2016
Q4 | $2.12M | Buy |
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