Royal Bank of Canada’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 | $102K | Sell |
3,370
-2,473
| -42% | -$74.9K | ﹤0.01% | 5250 |
|
|
2025
Q1 | $166K | Buy |
5,843
+161
| +3% | +$4.57K | ﹤0.01% | 4496 |
|
|
2024
Q4 | $168K | Buy |
5,682
+2,725
| +92% | +$80.6K | ﹤0.01% | 4501 |
|
|
2024
Q3 | $83K | Sell |
2,957
-376
| -11% | -$10.6K | ﹤0.01% | 5007 |
|
|
2024
Q2 | $76K | Buy |
3,333
+1,857
| +126% | +$42.3K | ﹤0.01% | 5052 |
|
|
2024
Q1 | $31K | Sell |
1,476
-5,355
| -78% | -$112K | ﹤0.01% | 5291 |
|
|
2023
Q4 | $151K | Buy |
6,831
+1,914
| +39% | +$42.3K | ﹤0.01% | 4799 |
|
|
2023
Q3 | $86K | Buy |
4,917
+1,582
| +47% | +$27.7K | ﹤0.01% | 4996 |
|
|
2023
Q2 | $60K | Buy |
3,335
+1,677
| +101% | +$30.2K | ﹤0.01% | 5241 |
|
|
2023
Q1 | $39K | Sell |
1,658
-2,316
| -58% | -$54.5K | ﹤0.01% | 5374 |
|
|
2022
Q4 | $103K | Buy |
3,974
+3,495
| +730% | +$90.6K | ﹤0.01% | 4963 |
|
|
2022
Q3 | $11K | Buy |
479
+268
| +127% | +$6.15K | ﹤0.01% | 5906 |
|
|
2022
Q2 | $5K | Sell |
211
-1,625
| -89% | -$38.5K | ﹤0.01% | 6204 |
|
|
2022
Q1 | $49K | Sell |
1,836
-604,998
| -100% | -$16.1M | ﹤0.01% | 5638 |
|
|
2021
Q4 | $18.2M | Sell |
606,834
-29,171
| -5% | -$873K | ﹤0.01% | 1254 |
|
|
2021
Q3 | $17.4M | Sell |
636,005
-26,120
| -4% | -$715K | ﹤0.01% | 1268 |
|
|
2021
Q2 | $17.5M | Sell |
662,125
-32,006
| -5% | -$844K | ﹤0.01% | 1295 |
|
|
2021
Q1 | $19.8M | Sell |
694,131
-17,359
| -2% | -$496K | 0.01% | 1143 |
|
|
2020
Q4 | $14.6M | Buy |
711,490
+4,076
| +0.6% | +$83.9K | ﹤0.01% | 1272 |
|
|
2020
Q3 | $10.2M | Sell |
707,414
-26,381
| -4% | -$379K | ﹤0.01% | 1338 |
|
|
2020
Q2 | $11.8M | Buy |
733,795
+64,748
| +10% | +$1.04M | ﹤0.01% | 1198 |
|
|
2020
Q1 | $10.9M | Sell |
669,047
-74,965
| -10% | -$1.22M | 0.01% | 1103 |
|
|
2019
Q4 | $19.9M | Sell |
744,012
-17,410
| -2% | -$466K | 0.01% | 1000 |
|
|
2019
Q3 | $19.4M | Sell |
761,422
-26,635
| -3% | -$679K | 0.01% | 950 |
|
|
2019
Q2 | $20.7M | Sell |
788,057
-12,918
| -2% | -$339K | 0.01% | 939 |
|
|
2019
Q1 | $19.6M | Buy |
800,975
+26,958
| +3% | +$659K | 0.01% | 925 |
|
|
2018
Q4 | $16.7M | Sell |
774,017
-41,881
| -5% | -$903K | 0.01% | 930 |
|
|
2018
Q3 | $21.6M | Buy |
815,898
+12,275
| +2% | +$325K | 0.01% | 911 |
|
|
2018
Q2 | $22.1M | Sell |
803,623
-25,997
| -3% | -$715K | 0.01% | 872 |
|
|
2018
Q1 | $23M | Buy |
829,620
+7,433
| +0.9% | +$206K | 0.01% | 854 |
|
|
2017
Q4 | $23.1M | Sell |
822,187
-56,515
| -6% | -$1.59M | 0.01% | 861 |
|
|
2017
Q3 | $28.1M | Buy |
878,702
+16,633
| +2% | +$532K | 0.01% | 730 |
|
|
2017
Q2 | $25.8M | Sell |
862,069
-21,419
| -2% | -$642K | 0.01% | 756 |
|
|
2017
Q1 | $22.9M | Sell |
883,488
-28,129
| -3% | -$729K | 0.01% | 801 |
|
|
2016
Q4 | $28.2M | Buy |
911,617
+138,371
| +18% | +$4.28M | 0.02% | 685 |
|
|
2016
Q3 | $18.1M | Buy |
773,246
+217,907
| +39% | +$5.09M | 0.01% | 894 |
|
|
2016
Q2 | $11.7M | Buy |
555,339
+196,072
| +55% | +$4.12M | 0.01% | 1125 |
|
|
2016
Q1 | $7.01M | Buy |
359,267
+181,168
| +102% | +$3.53M | ﹤0.01% | 1354 |
|
|
2015
Q4 | $3.72M | Buy |
178,099
+177,347
| +23,583% | +$3.7M | ﹤0.01% | 1680 |
|
|
2015
Q3 | $14K | Sell |
752
-324
| -30% | -$6.03K | ﹤0.01% | 5134 |
|
|
2015
Q2 | $22K | Buy |
+1,076
| New | +$22K | ﹤0.01% | 5157 |
|
|
2013
Q4 | – | Sell |
-186
| Closed | -$4K | – | 5439 |
|
|
2013
Q3 | $4K | Sell |
186
-114
| -38% | -$2.45K | ﹤0.01% | 5112 |
|
|
2013
Q2 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 4811 |
|