Stifel Financial’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-57,339
| Closed | -$1.36M | – | 3420 |
|
|
2023
Q1 | $1.36M | Sell |
57,339
-1,126
| -2% | -$26.7K | ﹤0.01% | 1819 |
|
|
2022
Q4 | $1.53M | Hold |
58,465
| – | – | ﹤0.01% | 1715 |
|
|
2022
Q3 | $1.37M | Hold |
58,465
| – | – | ﹤0.01% | 1737 |
|
|
2022
Q2 | $1.49M | Hold |
58,465
| – | – | ﹤0.01% | 1705 |
|
|
2022
Q1 | $1.56M | Hold |
58,465
| – | – | ﹤0.01% | 1809 |
|
|
2021
Q4 | $1.75M | Sell |
58,465
-174
| -0.3% | -$5.21K | ﹤0.01% | 1719 |
|
|
2021
Q3 | $1.61M | Sell |
58,639
-87
| -0.1% | -$2.38K | ﹤0.01% | 1731 |
|
|
2021
Q2 | $1.55M | Sell |
58,726
-360
| -0.6% | -$9.49K | ﹤0.01% | 1788 |
|
|
2021
Q1 | $1.69M | Hold |
59,086
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q4 | $1.22M | Hold |
59,086
| – | – | ﹤0.01% | 1707 |
|
|
2020
Q3 | $849K | Sell |
59,086
-1,875
| -3% | -$26.9K | ﹤0.01% | 1748 |
|
|
2020
Q2 | $983K | Hold |
60,961
| – | – | ﹤0.01% | 1576 |
|
|
2020
Q1 | $994K | Sell |
60,961
-120
| -0.2% | -$1.96K | ﹤0.01% | 1443 |
|
|
2019
Q4 | $1.64M | Buy |
+61,081
| New | +$1.64M | ﹤0.01% | 1465 |
|
|
2019
Q3 | – | Sell |
-60,961
| Closed | -$1.6M | – | 2982 |
|
|
2019
Q2 | $1.6M | Sell |
60,961
-330
| -0.5% | -$8.67K | ﹤0.01% | 1490 |
|
|
2019
Q1 | $1.5M | Buy |
61,291
+330
| +0.5% | +$8.07K | ﹤0.01% | 1406 |
|
|
2018
Q4 | $1.32M | Buy |
60,961
+9,300
| +18% | +$201K | ﹤0.01% | 1377 |
|
|
2018
Q3 | $1.37M | Buy |
51,661
+700
| +1% | +$18.5K | ﹤0.01% | 1480 |
|
|
2018
Q2 | $1.4M | Hold |
50,961
| – | – | ﹤0.01% | 1417 |
|
|
2018
Q1 | $1.41M | Sell |
50,961
-8,000
| -14% | -$222K | ﹤0.01% | 1356 |
|
|
2017
Q4 | $1.65M | Hold |
58,961
| – | – | 0.01% | 1249 |
|
|
2017
Q3 | $1.89M | Sell |
58,961
-505
| -0.8% | -$16.2K | 0.01% | 1156 |
|
|
2017
Q2 | $1.78M | Sell |
59,466
-89
| -0.1% | -$2.67K | 0.01% | 1153 |
|
|
2017
Q1 | $1.54M | Hold |
59,555
| – | – | 0.01% | 1205 |
|
|
2016
Q4 | $1.84M | Buy |
59,555
+13,376
| +29% | +$413K | 0.01% | 1068 |
|
|
2016
Q3 | $1.08M | Buy |
+46,179
| New | +$1.08M | ﹤0.01% | 1286 |
|
|
2014
Q4 | – | Sell |
-15,800
| Closed | -$296K | – | 2398 |
|
|
2014
Q3 | $296K | Buy |
+15,800
| New | +$296K | ﹤0.01% | 1802 |
|