Tower Research Capital (TRC)’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 | $96.9K | Buy |
3,225
+1,324
| +70% | +$39.8K | ﹤0.01% | 2405 |
|
|
2025
Q1 | $53.9K | Buy |
1,901
+898
| +90% | +$25.5K | ﹤0.01% | 2180 |
|
|
2024
Q4 | $29.6K | Buy |
1,003
+619
| +161% | +$18.3K | ﹤0.01% | 2911 |
|
|
2024
Q3 | $10.8K | Sell |
384
-7,917
| -95% | -$223K | ﹤0.01% | 3720 |
|
|
2024
Q2 | $190K | Buy |
+8,301
| New | +$190K | ﹤0.01% | 2114 |
|
|
2024
Q1 | – | Sell |
-8,541
| Closed | -$188K | – | 6171 |
|
|
2023
Q4 | $188K | Buy |
8,541
+7,112
| +498% | +$157K | ﹤0.01% | 2155 |
|
|
2023
Q3 | $24.8K | Buy |
1,429
+600
| +72% | +$10.4K | ﹤0.01% | 3178 |
|
|
2023
Q2 | $15K | Buy |
829
+26
| +3% | +$470 | ﹤0.01% | 3634 |
|
|
2023
Q1 | $19K | Sell |
803
-1,138
| -59% | -$26.9K | ﹤0.01% | 3515 |
|
|
2022
Q4 | $51K | Sell |
1,941
-10,555
| -84% | -$277K | ﹤0.01% | 2339 |
|
|
2022
Q3 | $293K | Buy |
12,496
+11,339
| +980% | +$266K | ﹤0.01% | 1571 |
|
|
2022
Q2 | $29K | Buy |
1,157
+749
| +184% | +$18.8K | ﹤0.01% | 3422 |
|
|
2022
Q1 | $11K | Sell |
408
-180
| -31% | -$4.85K | ﹤0.01% | 4222 |
|
|
2021
Q4 | $17K | Sell |
588
-381
| -39% | -$11K | ﹤0.01% | 3870 |
|
|
2021
Q3 | $27K | Sell |
969
-912
| -48% | -$25.4K | ﹤0.01% | 3468 |
|
|
2021
Q2 | $50K | Buy |
1,881
+684
| +57% | +$18.2K | ﹤0.01% | 3029 |
|
|
2021
Q1 | $34K | Sell |
1,197
-703
| -37% | -$20K | ﹤0.01% | 3465 |
|
|
2020
Q4 | $40K | Sell |
1,900
-6,833
| -78% | -$144K | ﹤0.01% | 3329 |
|
|
2020
Q3 | $125K | Buy |
8,733
+5,056
| +138% | +$72.4K | ﹤0.01% | 2967 |
|
|
2020
Q2 | $60K | Buy |
+3,677
| New | +$60K | ﹤0.01% | 2910 |
|
|
2019
Q3 | – | Sell |
-13
| Closed | – | – | 4531 |
|
|
2019
Q2 | $0 | Sell |
13
-649
| -98% | – | ﹤0.01% | 4333 |
|
|
2019
Q1 | $16K | Sell |
662
-914
| -58% | -$22.1K | ﹤0.01% | 2413 |
|
|
2018
Q4 | $34K | Buy |
+1,576
| New | +$34K | ﹤0.01% | 1555 |
|
|
2018
Q1 | – | Sell |
-1,119
| Closed | -$31K | – | 3916 |
|
|
2017
Q4 | $31K | Sell |
1,119
-1,886
| -63% | -$52.2K | ﹤0.01% | 1721 |
|
|
2017
Q3 | $96K | Buy |
+3,005
| New | +$96K | 0.01% | 1407 |
|
|
2017
Q2 | – | Sell |
-21
| Closed | -$1K | – | 3584 |
|
|
2017
Q1 | $1K | Sell |
21
-438
| -95% | -$20.9K | ﹤0.01% | 2859 |
|
|
2016
Q4 | $14K | Sell |
459
-1,273
| -73% | -$38.8K | ﹤0.01% | 2435 |
|
|
2016
Q3 | $40K | Buy |
+1,732
| New | +$40K | ﹤0.01% | 1258 |
|
|
2016
Q1 | – | Sell |
-617
| Closed | -$13K | – | 4984 |
|
|
2015
Q4 | $13K | Sell |
617
-2,611
| -81% | -$55K | ﹤0.01% | 1813 |
|
|
2015
Q3 | $62K | Buy |
3,228
+214
| +7% | +$4.11K | 0.01% | 873 |
|
|
2015
Q2 | $62K | Buy |
3,014
+2,968
| +6,452% | +$61.1K | 0.01% | 1198 |
|
|
2015
Q1 | $1K | Sell |
46
-1,903
| -98% | -$41.4K | ﹤0.01% | 4146 |
|
|
2014
Q4 | $40K | Sell |
1,949
-2,269
| -54% | -$46.6K | ﹤0.01% | 1163 |
|
|
2014
Q3 | $79K | Buy |
+4,218
| New | +$79K | 0.01% | 1153 |
|
|
2013
Q4 | – | Sell |
-3,629
| Closed | -$69K | – | 4942 |
|
|
2013
Q3 | $69K | Buy |
+3,629
| New | +$69K | 0.01% | 1635 |
|