Truist Financial’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
5,744
-242
| -4% | -$14.1K | ﹤0.01% | 2132 |
|
|
2025
Q1 | $336K | Buy |
5,986
+24
| +0.4% | +$1.35K | ﹤0.01% | 2069 |
|
|
2024
Q4 | $327K | Buy |
5,962
+767
| +15% | +$42.1K | ﹤0.01% | 2089 |
|
|
2024
Q3 | $276K | Hold |
5,195
| – | – | ﹤0.01% | 2166 |
|
|
2024
Q2 | $250K | Hold |
5,195
| – | – | ﹤0.01% | 2381 |
|
|
2024
Q1 | $269K | Hold |
5,195
| – | – | ﹤0.01% | 2329 |
|
|
2023
Q4 | $350K | Sell |
5,195
-699
| -12% | -$47.1K | ﹤0.01% | 2195 |
|
|
2023
Q3 | $278K | Hold |
5,894
| – | – | ﹤0.01% | 2281 |
|
|
2023
Q2 | $294K | Sell |
5,894
-2,162
| -27% | -$108K | ﹤0.01% | 2246 |
|
|
2023
Q1 | $426K | Sell |
8,056
-668
| -8% | -$35.3K | ﹤0.01% | 2063 |
|
|
2022
Q4 | $461K | Sell |
8,724
-3,051
| -26% | -$161K | ﹤0.01% | 2011 |
|
|
2022
Q3 | $542K | Sell |
11,775
-784
| -6% | -$36.1K | ﹤0.01% | 1776 |
|
|
2022
Q2 | $760K | Sell |
12,559
-150
| -1% | -$9.08K | ﹤0.01% | 1670 |
|
|
2022
Q1 | $738K | Sell |
12,709
-102
| -0.8% | -$5.92K | ﹤0.01% | 1774 |
|
|
2021
Q4 | $704K | Buy |
12,811
+2,173
| +20% | +$119K | ﹤0.01% | 1816 |
|
|
2021
Q3 | $514K | Hold |
10,638
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q2 | $606K | Buy |
10,638
+1,218
| +13% | +$69.4K | ﹤0.01% | 1925 |
|
|
2021
Q1 | $556K | Buy |
9,420
+333
| +4% | +$19.7K | ﹤0.01% | 1899 |
|
|
2020
Q4 | $441K | Buy |
9,087
+1,000
| +12% | +$48.5K | ﹤0.01% | 1898 |
|
|
2020
Q3 | $338K | Sell |
8,087
-150
| -2% | -$6.27K | ﹤0.01% | 1922 |
|
|
2020
Q2 | $350K | Buy |
8,237
+1,300
| +19% | +$55.2K | ﹤0.01% | 1832 |
|
|
2020
Q1 | $307K | Sell |
6,937
-874
| -11% | -$38.7K | ﹤0.01% | 1820 |
|
|
2019
Q4 | $446K | Buy |
+7,811
| New | +$446K | ﹤0.01% | 1914 |
|
|
2017
Q2 | – | Sell |
-2,910
| Closed | -$206K | – | 825 |
|
|
2017
Q1 | $206K | Buy |
+2,910
| New | +$206K | ﹤0.01% | 777 |
|
|
2015
Q2 | – | Sell |
-7,072
| Closed | -$334K | – | 853 |
|
|
2015
Q1 | $334K | Sell |
7,072
-167
| -2% | -$7.89K | 0.01% | 631 |
|
|
2014
Q4 | $318K | Buy |
+7,239
| New | +$318K | 0.01% | 617 |
|
|
2014
Q3 | – | Sell |
-4,711
| Closed | -$261K | – | 798 |
|
|
2014
Q2 | $261K | Buy |
+4,711
| New | +$261K | 0.01% | 682 |
|