Univest Financial’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Buy |
37,551
+3,555
| +10% | +$1.87M | 1.19% | 18 |
|
|
2025
Q1 | $17.3M | Buy |
33,996
+226
| +0.7% | +$115K | 1.13% | 17 |
|
|
2024
Q4 | $16.8M | Buy |
33,770
+777
| +2% | +$387K | 1.06% | 20 |
|
|
2024
Q3 | $17M | Buy |
32,993
+22,868
| +226% | +$11.8M | 1.12% | 23 |
|
|
2024
Q2 | $4.52M | Buy |
10,125
+348
| +4% | +$155K | 1.25% | 24 |
|
|
2024
Q1 | $4.16M | Sell |
9,777
-529
| -5% | -$225K | 1.17% | 30 |
|
|
2023
Q4 | $4.54M | Buy |
10,306
+44
| +0.4% | +$19.4K | 1.34% | 23 |
|
|
2023
Q3 | $3.75M | Sell |
10,262
-886
| -8% | -$324K | 1.25% | 26 |
|
|
2023
Q2 | $4.47M | Buy |
11,148
+254
| +2% | +$102K | 1.35% | 24 |
|
|
2023
Q1 | $3.76M | Sell |
10,894
-517
| -5% | -$178K | 1.17% | 35 |
|
|
2022
Q4 | $3.82M | Buy |
11,411
+76
| +0.7% | +$25.5K | 1.2% | 30 |
|
|
2022
Q3 | $3.46M | Buy |
11,335
+138
| +1% | +$42.1K | 1.13% | 29 |
|
|
2022
Q2 | $3.77M | Buy |
11,197
+406
| +4% | +$137K | 1.23% | 34 |
|
|
2022
Q1 | $4.43M | Sell |
10,791
-815
| -7% | -$334K | 1.25% | 31 |
|
|
2021
Q4 | $5.48M | Sell |
11,606
-549
| -5% | -$259K | 1.4% | 26 |
|
|
2021
Q3 | $5.16M | Sell |
12,155
-327
| -3% | -$139K | 1.44% | 24 |
|
|
2021
Q2 | $5.12M | Buy |
12,482
+178
| +1% | +$73.1K | 1.41% | 25 |
|
|
2021
Q1 | $4.34M | Buy |
+12,304
| New | +$4.34M | 1.22% | 37 |
|