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SFS
Sowell Financial Services’s
Universal Insurance Holdings
UVE
Stock Holding History
Sowell Financial Services’s Portfolio
UVE Stock Details
UVE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.62M
Buy
76,605
+5,954
+8%
+$192K
0.1%
223
2025
Q4
$2.39M
Buy
+70,651
New
+$2.25M
0.09%
241
2020
Q3
–
Sell
-15
Closed
–
–
2717
2020
Q2
$0
Hold
15
–
–
﹤0.01%
2672
2020
Q1
$0
Hold
15
–
–
﹤0.01%
2696
2019
Q4
$0
Hold
15
–
–
﹤0.01%
2663
2019
Q3
$0
Buy
+15
New
+$410
﹤0.01%
2465
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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