Stonebridge Financial Group’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	–	Sell	-500	Closed	-$14.2K	–	903
2025 Q1	$14.2K	Hold	500	–	–	﹤0.01%	544
2024 Q4	$14.8K	Buy	+500	New	+$14.8K	﹤0.01%	539