Truist Financial’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,635
| Closed | -$425K | – | 2721 |
|
|
2024
Q2 | $425K | Buy |
18,635
+59
| +0.3% | +$1.35K | ﹤0.01% | 2060 |
|
|
2024
Q1 | $387K | Buy |
+18,576
| New | +$387K | ﹤0.01% | 2133 |
|
|
2023
Q4 | – | Sell |
-13,804
| Closed | -$240K | – | 2708 |
|
|
2023
Q3 | $240K | Sell |
13,804
-2,526
| -15% | -$43.9K | ﹤0.01% | 2361 |
|
|
2023
Q2 | $295K | Sell |
16,330
-4,436
| -21% | -$80.2K | ﹤0.01% | 2244 |
|
|
2023
Q1 | $493K | Buy |
+20,766
| New | +$493K | ﹤0.01% | 1979 |
|
|
2022
Q3 | – | Sell |
-14,375
| Closed | -$366K | – | 2666 |
|
|
2022
Q2 | $366K | Hold |
14,375
| – | – | ﹤0.01% | 2088 |
|
|
2022
Q1 | $385K | Hold |
14,375
| – | – | ﹤0.01% | 2139 |
|
|
2021
Q4 | $430K | Sell |
14,375
-23,185
| -62% | -$694K | ﹤0.01% | 2084 |
|
|
2021
Q3 | $1.03M | Buy |
37,560
+14,150
| +60% | +$388K | ﹤0.01% | 1577 |
|
|
2021
Q2 | $617K | Hold |
23,410
| – | – | ﹤0.01% | 1913 |
|
|
2021
Q1 | $669K | Hold |
23,410
| – | – | ﹤0.01% | 1801 |
|
|
2020
Q4 | $482K | Hold |
23,410
| – | – | ﹤0.01% | 1849 |
|
|
2020
Q3 | $336K | Buy |
23,410
+225
| +1% | +$3.23K | ﹤0.01% | 1928 |
|
|
2020
Q2 | $374K | Hold |
23,185
| – | – | ﹤0.01% | 1781 |
|
|
2020
Q1 | $378K | Hold |
23,185
| – | – | ﹤0.01% | 1695 |
|
|
2019
Q4 | $621K | Sell |
23,185
-3,620
| -14% | -$97K | ﹤0.01% | 1698 |
|
|
2019
Q3 | $684K | Hold |
26,805
| – | – | 0.01% | 514 |
|
|
2019
Q2 | $704K | Hold |
26,805
| – | – | 0.01% | 515 |
|
|
2019
Q1 | $656K | Hold |
26,805
| – | – | 0.01% | 532 |
|
|
2018
Q4 | $578K | Sell |
26,805
-2,320
| -8% | -$50K | 0.01% | 534 |
|
|
2018
Q3 | $770K | Buy |
+29,125
| New | +$770K | 0.01% | 511 |
|