Sigma Planning Corp’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
6,059
+405
| +7% | +$23.6K | 0.01% | 934 |
|
|
2025
Q1 | $317K | Buy |
5,654
+435
| +8% | +$24.4K | 0.01% | 926 |
|
|
2024
Q4 | $286K | Buy |
5,219
+646
| +14% | +$35.4K | 0.01% | 946 |
|
|
2024
Q3 | $243K | Buy |
4,573
+178
| +4% | +$9.45K | 0.01% | 1040 |
|
|
2024
Q2 | $212K | Buy |
+4,395
| New | +$212K | 0.01% | 1064 |
|
|
2022
Q2 | – | Sell |
-3,540
| Closed | -$206K | – | 1420 |
|
|
2022
Q1 | $206K | Sell |
3,540
-5,681
| -62% | -$331K | 0.01% | 1234 |
|
|
2021
Q4 | $506K | Buy |
+9,221
| New | +$506K | 0.01% | 844 |
|