US Bancorp’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 | $23.4K | Hold |
778
| – | – | ﹤0.01% | 3106 |
|
|
2025
Q1 | $22.1K | Hold |
778
| – | – | ﹤0.01% | 3110 |
|
|
2024
Q4 | $23K | Hold |
778
| – | – | ﹤0.01% | 3094 |
|
|
2024
Q3 | $21.9K | Buy |
778
+162
| +26% | +$4.56K | ﹤0.01% | 3085 |
|
|
2024
Q2 | $14.1K | Buy |
616
+143
| +30% | +$3.27K | ﹤0.01% | 3178 |
|
|
2024
Q1 | $9.85K | Buy |
473
+130
| +38% | +$2.71K | ﹤0.01% | 3326 |
|
|
2023
Q4 | $7.56K | Sell |
343
-416
| -55% | -$9.16K | ﹤0.01% | 3397 |
|
|
2023
Q3 | $13.2K | Sell |
759
-678
| -47% | -$11.8K | ﹤0.01% | 3056 |
|
|
2023
Q2 | $26K | Buy |
1,437
+761
| +113% | +$13.8K | ﹤0.01% | 2819 |
|
|
2023
Q1 | $16K | Buy |
676
+127
| +23% | +$3.02K | ﹤0.01% | 3091 |
|
|
2022
Q4 | $14.3K | Buy |
549
+69
| +14% | +$1.8K | ﹤0.01% | 3156 |
|
|
2022
Q3 | $11K | Sell |
480
-104
| -18% | -$2.38K | ﹤0.01% | 3337 |
|
|
2022
Q2 | $15K | Sell |
584
-266
| -31% | -$6.83K | ﹤0.01% | 3203 |
|
|
2022
Q1 | $23K | Sell |
850
-77
| -8% | -$2.08K | ﹤0.01% | 2993 |
|
|
2021
Q4 | $28K | Buy |
927
+32
| +4% | +$967 | ﹤0.01% | 2927 |
|
|
2021
Q3 | $25K | Buy |
895
+265
| +42% | +$7.4K | ﹤0.01% | 3005 |
|
|
2021
Q2 | $17K | Sell |
630
-4,222
| -87% | -$114K | ﹤0.01% | 3212 |
|
|
2021
Q1 | $139K | Buy |
4,852
+124
| +3% | +$3.55K | ﹤0.01% | 2092 |
|
|
2020
Q4 | $97K | Buy |
4,728
+472
| +11% | +$9.68K | ﹤0.01% | 2213 |
|
|
2020
Q3 | $61K | Sell |
4,256
-201
| -5% | -$2.88K | ﹤0.01% | 2290 |
|
|
2020
Q2 | $72K | Sell |
4,457
-234
| -5% | -$3.78K | ﹤0.01% | 2229 |
|
|
2020
Q1 | $77K | Buy |
4,691
+400
| +9% | +$6.57K | ﹤0.01% | 2110 |
|
|
2019
Q4 | $115K | Sell |
4,291
-153
| -3% | -$4.1K | ﹤0.01% | 2106 |
|
|
2019
Q3 | $113K | Buy |
4,444
+153
| +4% | +$3.89K | ﹤0.01% | 2095 |
|
|
2019
Q2 | $113K | Hold |
4,291
| – | – | ﹤0.01% | 2148 |
|
|
2019
Q1 | $105K | Hold |
4,291
| – | – | ﹤0.01% | 2168 |
|
|
2018
Q4 | $93K | Hold |
4,291
| – | – | ﹤0.01% | 2162 |
|
|
2018
Q3 | $113K | Hold |
4,291
| – | – | ﹤0.01% | 2161 |
|
|
2018
Q2 | $118K | Sell |
4,291
-782
| -15% | -$21.5K | ﹤0.01% | 2141 |
|
|
2018
Q1 | $141K | Hold |
5,073
| – | – | ﹤0.01% | 2070 |
|
|
2017
Q4 | $142K | Hold |
5,073
| – | – | ﹤0.01% | 2071 |
|
|
2017
Q3 | $162K | Hold |
5,073
| – | – | ﹤0.01% | 1972 |
|
|
2017
Q2 | $152K | Hold |
5,073
| – | – | ﹤0.01% | 1976 |
|
|
2017
Q1 | $131K | Hold |
5,073
| – | – | ﹤0.01% | 2032 |
|
|
2016
Q4 | $157K | Buy |
5,073
+817
| +19% | +$25.3K | ﹤0.01% | 1897 |
|
|
2016
Q3 | $99K | Buy |
4,256
+1,100
| +35% | +$25.6K | ﹤0.01% | 2095 |
|
|
2016
Q2 | $66K | Buy |
3,156
+936
| +42% | +$19.6K | ﹤0.01% | 2269 |
|
|
2016
Q1 | $43K | Buy |
2,220
+1,282
| +137% | +$24.8K | ﹤0.01% | 2455 |
|
|
2015
Q4 | $20K | Buy |
938
+760
| +427% | +$16.2K | ﹤0.01% | 2826 |
|
|
2015
Q3 | $3K | Buy |
+178
| New | +$3K | ﹤0.01% | 3374 |
|