Russell Investments Group’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 | $42.3K | Buy |
+1,407
| New | +$42.3K | ﹤0.01% | 3022 |
|
|
2024
Q3 | – | Sell |
-191
| Closed | -$4.36K | – | 3804 |
|
|
2024
Q2 | $4.36K | Buy |
+191
| New | +$4.36K | ﹤0.01% | 3243 |
|
|
2023
Q2 | – | Sell |
-14
| Closed | -$332 | – | 3538 |
|
|
2023
Q1 | $332 | Buy |
+14
| New | +$332 | ﹤0.01% | 3214 |
|
|
2022
Q4 | – | Sell |
-11,292
| Closed | -$264K | – | 2969 |
|
|
2022
Q3 | $264K | Sell |
11,292
-34,793
| -75% | -$813K | ﹤0.01% | 2470 |
|
|
2022
Q2 | $1.17M | Buy |
46,085
+13,339
| +41% | +$339K | ﹤0.01% | 1883 |
|
|
2022
Q1 | $874K | Sell |
32,746
-2,193
| -6% | -$58.5K | ﹤0.01% | 2017 |
|
|
2021
Q4 | $1.04M | Buy |
+34,939
| New | +$1.04M | ﹤0.01% | 2124 |
|
|
2021
Q3 | – | Sell |
-4,826
| Closed | -$127K | – | 3225 |
|
|
2021
Q2 | $127K | Hold |
4,826
| – | – | ﹤0.01% | 3016 |
|
|
2021
Q1 | $137K | Buy |
+4,826
| New | +$137K | ﹤0.01% | 2919 |
|
|
2020
Q4 | – | Sell |
-12,768
| Closed | -$183K | – | 3197 |
|
|
2020
Q3 | $183K | Sell |
12,768
-1,805
| -12% | -$25.9K | ﹤0.01% | 2803 |
|
|
2020
Q2 | $228K | Sell |
14,573
-9,710
| -40% | -$152K | ﹤0.01% | 2677 |
|
|
2020
Q1 | $392K | Buy |
24,283
+13,394
| +123% | +$216K | ﹤0.01% | 2288 |
|
|
2019
Q4 | $291K | Buy |
10,889
+1,700
| +19% | +$45.4K | ﹤0.01% | 2592 |
|
|
2019
Q3 | $234K | Buy |
9,189
+3,070
| +50% | +$78.2K | ﹤0.01% | 2541 |
|
|
2019
Q2 | $158K | Sell |
6,119
-22,844
| -79% | -$590K | ﹤0.01% | 2557 |
|
|
2019
Q1 | $708K | Sell |
28,963
-252
| -0.9% | -$6.16K | ﹤0.01% | 2219 |
|
|
2018
Q4 | $630K | Buy |
29,215
+26,515
| +982% | +$572K | ﹤0.01% | 2213 |
|
|
2018
Q3 | $71K | Buy |
+2,700
| New | +$71K | ﹤0.01% | 2800 |
|
|
2017
Q4 | – | Sell |
-22,838
| Closed | -$731K | – | 3011 |
|
|
2017
Q3 | $731K | Sell |
22,838
-1,796
| -7% | -$57.5K | ﹤0.01% | 2290 |
|
|
2017
Q2 | $738K | Buy |
24,634
+4,484
| +22% | +$134K | ﹤0.01% | 2266 |
|
|
2017
Q1 | $522K | Sell |
20,150
-37,095
| -65% | -$961K | ﹤0.01% | 2406 |
|
|
2016
Q4 | $1.79M | Buy |
+57,245
| New | +$1.79M | ﹤0.01% | 1866 |
|