Stifel Financial’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,836
| Closed | -$482K | – | 2623 |
|
|
2017
Q1 | $482K | Sell |
6,836
-3,320
| -33% | -$234K | ﹤0.01% | 1836 |
|
|
2016
Q4 | $647K | Buy |
10,156
+665
| +7% | +$42.4K | ﹤0.01% | 1633 |
|
|
2016
Q3 | $553K | Buy |
9,491
+541
| +6% | +$31.5K | ﹤0.01% | 1672 |
|
|
2016
Q2 | $517K | Buy |
8,950
+117
| +1% | +$6.76K | ﹤0.01% | 1739 |
|
|
2016
Q1 | $502K | Buy |
8,833
+5
| +0.1% | +$284 | ﹤0.01% | 1579 |
|
|
2015
Q4 | $495K | Buy |
+8,828
| New | +$495K | ﹤0.01% | 1671 |
|
|
2015
Q2 | – | Sell |
-4,463
| Closed | -$210K | – | 2429 |
|
|
2015
Q1 | $210K | Buy |
+4,463
| New | +$210K | ﹤0.01% | 2090 |
|
|
2014
Q3 | – | Sell |
-5,753
| Closed | -$319K | – | 2272 |
|
|
2014
Q2 | $319K | Buy |
5,753
+897
| +18% | +$49.7K | ﹤0.01% | 1735 |
|
|
2014
Q1 | $271K | Buy |
+4,856
| New | +$271K | ﹤0.01% | 1779 |
|