SignatureFD’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 | $87.4K | Sell |
2,908
-102
| -3% | -$3.06K | ﹤0.01% | 1297 |
|
|
2025
Q1 | $85.4K | Sell |
3,010
-69
| -2% | -$1.96K | ﹤0.01% | 1293 |
|
|
2024
Q4 | $90.9K | Buy |
3,079
+76
| +3% | +$2.24K | ﹤0.01% | 1279 |
|
|
2024
Q3 | $84.5K | Buy |
3,003
+80
| +3% | +$2.25K | ﹤0.01% | 1304 |
|
|
2024
Q2 | $66.7K | Sell |
2,923
-37
| -1% | -$845 | ﹤0.01% | 1365 |
|
|
2024
Q1 | $61.6K | Buy |
2,960
+107
| +4% | +$2.23K | ﹤0.01% | 1432 |
|
|
2023
Q4 | $62.9K | Buy |
2,853
+1,941
| +213% | +$42.8K | ﹤0.01% | 1356 |
|
|
2023
Q3 | $15.9K | Sell |
912
-677
| -43% | -$11.8K | ﹤0.01% | 1968 |
|
|
2023
Q2 | $28.7K | Buy |
1,589
+932
| +142% | +$16.9K | ﹤0.01% | 1697 |
|
|
2023
Q1 | $15.6K | Sell |
657
-138
| -17% | -$3.28K | ﹤0.01% | 2006 |
|
|
2022
Q4 | $20.8K | Buy |
795
+23
| +3% | +$601 | ﹤0.01% | 1786 |
|
|
2022
Q3 | $18K | Sell |
772
-67
| -8% | -$1.56K | ﹤0.01% | 1804 |
|
|
2022
Q2 | $21K | Buy |
839
+174
| +26% | +$4.36K | ﹤0.01% | 1757 |
|
|
2022
Q1 | $18K | Buy |
665
+192
| +41% | +$5.2K | ﹤0.01% | 1899 |
|
|
2021
Q4 | $14K | Hold |
473
| – | – | ﹤0.01% | 1955 |
|
|
2021
Q3 | $13K | Buy |
473
+62
| +15% | +$1.7K | ﹤0.01% | 1953 |
|
|
2021
Q2 | $11K | Hold |
411
| – | – | ﹤0.01% | 1950 |
|
|
2021
Q1 | $12K | Buy |
411
+46
| +13% | +$1.34K | ﹤0.01% | 1784 |
|
|
2020
Q4 | $8K | Sell |
365
-347
| -49% | -$7.61K | ﹤0.01% | 1801 |
|
|
2020
Q3 | $10K | Sell |
712
-435
| -38% | -$6.11K | ﹤0.01% | 1640 |
|
|
2020
Q2 | $19K | Buy |
1,147
+896
| +357% | +$14.8K | ﹤0.01% | 1349 |
|
|
2020
Q1 | $4K | Buy |
+251
| New | +$4K | ﹤0.01% | 1760 |
|