Royal Bank of Canada’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57K | Sell |
1,645
-116
| -7% | -$3.92K | ﹤0.01% | 5431 |
|
|
2025
Q4 | $57K | Sell |
1,761
-208
| -11% | -$6.51K | ﹤0.01% | 5492 |
|
|
2025
Q3 | $59K | Sell |
1,969
-1,401
| -42% | -$43K | ﹤0.01% | 5753 |
|
|
2025
Q2 | $102K | Sell |
3,370
-2,473
| -42% | -$72K | ﹤0.01% | 5596 |
|
|
2025
Q1 | $166K | Buy |
5,843
+161
| +3% | +$4.76K | ﹤0.01% | 4842 |
|
|
2024
Q4 | $168K | Buy |
5,682
+2,725
| +92% | +$81K | ﹤0.01% | 4953 |
|
|
2024
Q3 | $83K | Sell |
2,957
-376
| -11% | -$10K | ﹤0.01% | 5462 |
|
|
2024
Q2 | $76K | Buy |
3,333
+1,857
| +126% | +$39.2K | ﹤0.01% | 5437 |
|
|
2024
Q1 | $31K | Sell |
1,476
-5,355
| -78% | -$109K | ﹤0.01% | 5735 |
|
|
2023
Q4 | $151K | Buy |
6,831
+1,914
| +39% | +$35.9K | ﹤0.01% | 5322 |
|
|
2023
Q3 | $86K | Buy |
4,917
+1,582
| +47% | +$29.1K | ﹤0.01% | 5478 |
|
|
2023
Q2 | $60K | Buy |
3,335
+1,677
| +101% | +$32.8K | ﹤0.01% | 5687 |
|
|
2023
Q1 | $39K | Sell |
1,658
-2,316
| -58% | -$61.3K | ﹤0.01% | 5756 |
|
|
2022
Q4 | $103K | Buy |
3,974
+3,495
| +730% | +$93.7K | ﹤0.01% | 5427 |
|
|
2022
Q3 | $11K | Buy |
479
+268
| +127% | +$6.77K | ﹤0.01% | 6398 |
|
|
2022
Q2 | $5K | Sell |
211
-1,625
| -89% | -$41.7K | ﹤0.01% | 6672 |
|
|
2022
Q1 | $49K | Sell |
1,836
-604,998
| -100% | -$17.8M | ﹤0.01% | 6121 |
|
|
2021
Q4 | $18.2M | Sell |
606,834
-29,171
| -5% | -$848K | ﹤0.01% | 1452 |
|
|
2021
Q3 | $17.4M | Sell |
636,005
-26,120
| -4% | -$701K | ﹤0.01% | 1443 |
|
|
2021
Q2 | $17.5M | Sell |
662,125
-32,006
| -5% | -$899K | ﹤0.01% | 1440 |
|
|
2021
Q1 | $19.8M | Sell |
694,131
-17,359
| -2% | -$440K | 0.01% | 1275 |
|
|
2020
Q4 | $14.6M | Buy |
711,490
+4,076
| +0.6% | +$73.1K | ﹤0.01% | 1459 |
|
|
2020
Q3 | $10.2M | Sell |
707,414
-26,381
| -4% | -$410K | ﹤0.01% | 1532 |
|
|
2020
Q2 | $11.8M | Buy |
733,795
+64,748
| +10% | +$1.04M | 0.01% | 1349 |
|
|
2020
Q1 | $10.9M | Sell |
669,047
-74,965
| -10% | -$1.72M | 0.01% | 1264 |
|
|
2019
Q4 | $19.9M | Sell |
744,012
-17,410
| -2% | -$451K | 0.01% | 1168 |
|
|
2019
Q3 | $19.4M | Sell |
761,422
-26,635
| -3% | -$689K | 0.01% | 1103 |
|
|
2019
Q2 | $20.7M | Sell |
788,057
-12,918
| -2% | -$324K | 0.01% | 1073 |
|
|
2019
Q1 | $19.6M | Buy |
800,975
+26,958
| +3% | +$658K | 0.01% | 1076 |
|
|
2018
Q4 | $16.7M | Sell |
774,017
-41,881
| -5% | -$1.02M | 0.01% | 1109 |
|
|
2018
Q3 | $21.6M | Buy |
815,898
+12,275
| +2% | +$342K | 0.01% | 1080 |
|
|
2018
Q2 | $22.1M | Sell |
803,623
-25,997
| -3% | -$746K | 0.01% | 1015 |
|
|
2018
Q1 | $23M | Buy |
829,620
+7,433
| +0.9% | +$208K | 0.01% | 998 |
|
|
2017
Q4 | $23.1M | Sell |
822,187
-56,515
| -6% | -$1.67M | 0.01% | 1043 |
|
|
2017
Q3 | $28.1M | Buy |
878,702
+16,633
| +2% | +$496K | 0.02% | 869 |
|
|
2017
Q2 | $25.8M | Sell |
862,069
-21,419
| -2% | -$615K | 0.01% | 892 |
|
|
2017
Q1 | $22.9M | Sell |
883,488
-28,129
| -3% | -$789K | 0.01% | 944 |
|
|
2016
Q4 | $28.2M | Buy |
911,617
+138,371
| +18% | +$3.69M | 0.02% | 822 |
|
|
2016
Q3 | $18.1M | Buy |
773,246
+217,907
| +39% | +$4.86M | 0.01% | 1074 |
|
|
2016
Q2 | $11.7M | Buy |
555,339
+196,072
| +55% | +$3.9M | 0.01% | 1348 |
|
|
2016
Q1 | $7.01M | Buy |
359,267
+181,168
| +102% | +$3.51M | ﹤0.01% | 1597 |
|
|
2015
Q4 | $3.72M | Buy |
178,099
+177,347
| +23,583% | +$3.59M | ﹤0.01% | 2055 |
|
|
2015
Q3 | $14K | Sell |
752
-324
| -30% | -$6.38K | ﹤0.01% | 5729 |
|
|
2015
Q2 | $22K | Buy |
+1,076
| New | +$21.1K | ﹤0.01% | 5653 |
|
|
2013
Q4 | – | Sell |
-186
| Closed | -$4K | – | 6154 |
|
|
2013
Q3 | $4K | Sell |
186
-114
| -38% | -$2.25K | ﹤0.01% | 5694 |
|
|
2013
Q2 | $6K | Buy |
+300
| New | +$5.32K | ﹤0.01% | 5421 |
|
Other funds holding UVSP
VCM
