Steward Partners Investment Advisory’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 | $28.5K | Buy |
490
+110
| +29% | +$6.41K | ﹤0.01% | 2759 |
|
|
2025
Q1 | $21.3K | Hold |
380
| – | – | ﹤0.01% | 2778 |
|
|
2024
Q4 | $20.8K | Buy |
380
+30
| +9% | +$1.65K | ﹤0.01% | 2773 |
|
|
2024
Q3 | $18.6K | Hold |
350
| – | – | ﹤0.01% | 2692 |
|
|
2024
Q2 | $16.9K | Hold |
350
| – | – | ﹤0.01% | 2596 |
|
|
2024
Q1 | $18.1K | Hold |
350
| – | – | ﹤0.01% | 2559 |
|
|
2023
Q4 | $23.6K | Buy |
+350
| New | +$23.6K | ﹤0.01% | 2332 |
|
|
2019
Q3 | – | Sell |
-625
| Closed | -$37K | – | 2775 |
|
|
2019
Q2 | $37K | Buy |
+625
| New | +$37K | ﹤0.01% | 1451 |
|