State Street’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 | $26.2M | Buy |
872,632
+21,733
| +3% | +$653K | ﹤0.01% | 2038 |
|
|
2025
Q1 | $24.1M | Sell |
850,899
-108,361
| -11% | -$3.07M | ﹤0.01% | 2023 |
|
|
2024
Q4 | $28.3M | Buy |
959,260
+85,889
| +10% | +$2.53M | ﹤0.01% | 2021 |
|
|
2024
Q3 | $24.6M | Sell |
873,371
-18,070
| -2% | -$508K | ﹤0.01% | 2088 |
|
|
2024
Q2 | $20.4M | Sell |
891,441
-19,764
| -2% | -$451K | ﹤0.01% | 2161 |
|
|
2024
Q1 | $19M | Buy |
911,205
+23,251
| +3% | +$484K | ﹤0.01% | 2225 |
|
|
2023
Q4 | $19.6M | Buy |
887,954
+36,023
| +4% | +$794K | ﹤0.01% | 2226 |
|
|
2023
Q3 | $14.8M | Sell |
851,931
-12,704
| -1% | -$221K | ﹤0.01% | 2356 |
|
|
2023
Q2 | $15.6M | Buy |
864,635
+31,217
| +4% | +$564K | ﹤0.01% | 2391 |
|
|
2023
Q1 | $19.8M | Buy |
833,418
+63,208
| +8% | +$1.5M | ﹤0.01% | 2239 |
|
|
2022
Q4 | $20.1M | Buy |
770,210
+14,424
| +2% | +$377K | ﹤0.01% | 2242 |
|
|
2022
Q3 | $17.7M | Sell |
755,786
-26,830
| -3% | -$630K | ﹤0.01% | 2310 |
|
|
2022
Q2 | $19.9M | Sell |
782,616
-61,539
| -7% | -$1.57M | ﹤0.01% | 2239 |
|
|
2022
Q1 | $22.6M | Buy |
844,155
+46,712
| +6% | +$1.25M | ﹤0.01% | 2310 |
|
|
2021
Q4 | $23.9M | Buy |
797,443
+1,399
| +0.2% | +$41.9K | ﹤0.01% | 2343 |
|
|
2021
Q3 | $21.8M | Sell |
796,044
-65,225
| -8% | -$1.79M | ﹤0.01% | 2418 |
|
|
2021
Q2 | $22.7M | Buy |
861,269
+79,766
| +10% | +$2.1M | ﹤0.01% | 2431 |
|
|
2021
Q1 | $22.3M | Buy |
781,503
+107,819
| +16% | +$3.08M | ﹤0.01% | 2304 |
|
|
2020
Q4 | $13.9M | Buy |
673,684
+5,182
| +0.8% | +$107K | ﹤0.01% | 2448 |
|
|
2020
Q3 | $9.75M | Sell |
668,502
-55,421
| -8% | -$808K | ﹤0.01% | 2447 |
|
|
2020
Q2 | $11.8M | Buy |
723,923
+33,339
| +5% | +$544K | ﹤0.01% | 2329 |
|
|
2020
Q1 | $11.4M | Sell |
690,584
-30,360
| -4% | -$501K | ﹤0.01% | 2203 |
|
|
2019
Q4 | $19.5M | Sell |
720,944
-6,802
| -0.9% | -$184K | ﹤0.01% | 2147 |
|
|
2019
Q3 | $18.7M | Buy |
727,746
+10,455
| +1% | +$269K | ﹤0.01% | 2099 |
|
|
2019
Q2 | $19M | Sell |
717,291
-1,112
| -0.2% | -$29.4K | ﹤0.01% | 2143 |
|
|
2019
Q1 | $17.7M | Buy |
718,403
+20,857
| +3% | +$514K | ﹤0.01% | 2119 |
|
|
2018
Q4 | $15.2M | Sell |
697,546
-83,325
| -11% | -$1.81M | ﹤0.01% | 2173 |
|
|
2018
Q3 | $20.7M | Sell |
780,871
-72,334
| -8% | -$1.91M | ﹤0.01% | 2157 |
|
|
2018
Q2 | $23.5M | Sell |
853,205
-47,736
| -5% | -$1.31M | ﹤0.01% | 2026 |
|
|
2018
Q1 | $25M | Buy |
900,941
+188,041
| +26% | +$5.21M | ﹤0.01% | 1902 |
|
|
2017
Q4 | $20M | Buy |
712,900
+195,775
| +38% | +$5.49M | ﹤0.01% | 2043 |
|
|
2017
Q3 | $16.5M | Buy |
517,125
+2,434
| +0.5% | +$77.9K | ﹤0.01% | 2155 |
|
|
2017
Q2 | $15.4M | Buy |
514,691
+18,421
| +4% | +$552K | ﹤0.01% | 2166 |
|
|
2017
Q1 | $12.9M | Sell |
496,270
-67,227
| -12% | -$1.74M | ﹤0.01% | 2232 |
|
|
2016
Q4 | $17.4M | Buy |
563,497
+76,424
| +16% | +$2.36M | ﹤0.01% | 2002 |
|
|
2016
Q3 | $11.4M | Buy |
487,073
+109,233
| +29% | +$2.55M | ﹤0.01% | 2121 |
|
|
2016
Q2 | $7.95M | Buy |
377,840
+10,427
| +3% | +$219K | ﹤0.01% | 2342 |
|
|
2016
Q1 | $7.17M | Buy |
367,413
+54,151
| +17% | +$1.06M | ﹤0.01% | 2364 |
|
|
2015
Q4 | $6.53M | Buy |
313,262
+9,249
| +3% | +$193K | ﹤0.01% | 2408 |
|
|
2015
Q3 | $5.85M | Buy |
304,013
+7,575
| +3% | +$146K | ﹤0.01% | 2440 |
|
|
2015
Q2 | $6.03M | Buy |
296,438
+2,450
| +0.8% | +$49.9K | ﹤0.01% | 2537 |
|
|
2015
Q1 | $5.82M | Buy |
293,988
+9,177
| +3% | +$182K | ﹤0.01% | 2485 |
|
|
2014
Q4 | $5.76M | Buy |
284,811
+3,704
| +1% | +$74.9K | ﹤0.01% | 2498 |
|
|
2014
Q3 | $5.27M | Sell |
281,107
-16,016
| -5% | -$300K | ﹤0.01% | 2519 |
|
|
2014
Q2 | $6.15M | Buy |
297,123
+420
| +0.1% | +$8.69K | ﹤0.01% | 2474 |
|
|
2014
Q1 | $6.09M | Buy |
296,703
+923
| +0.3% | +$18.9K | ﹤0.01% | 2464 |
|
|
2013
Q4 | $6.11M | Sell |
295,780
-7,264
| -2% | -$150K | ﹤0.01% | 2471 |
|
|
2013
Q3 | $5.71M | Buy |
303,044
+6,265
| +2% | +$118K | ﹤0.01% | 2459 |
|
|
2013
Q2 | $5.66M | Buy |
+296,779
| New | +$5.66M | ﹤0.01% | 2398 |
|