Victory Capital Management’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 | $631K | Sell |
21,000
-8,350
| -28% | -$251K | ﹤0.01% | 2010 |
|
2025
Q1 | $832K | Buy |
29,350
+1,150
| +4% | +$32.6K | ﹤0.01% | 1884 |
|
2024
Q4 | $832K | Buy |
28,200
+700
| +3% | +$20.7K | ﹤0.01% | 1880 |
|
2024
Q3 | $774K | Sell |
27,500
-2,500
| -8% | -$70.4K | ﹤0.01% | 1878 |
|
2024
Q2 | $685K | Sell |
30,000
-19,800
| -40% | -$452K | ﹤0.01% | 1878 |
|
2024
Q1 | $1.04M | Buy |
49,800
+2,000
| +4% | +$41.6K | ﹤0.01% | 1727 |
|
2023
Q4 | $1.05M | Buy |
47,800
+5,907
| +14% | +$130K | ﹤0.01% | 1691 |
|
2023
Q3 | $728K | Sell |
41,893
-2,342
| -5% | -$40.7K | ﹤0.01% | 1822 |
|
2023
Q2 | $800K | Sell |
44,235
-4,147
| -9% | -$75K | ﹤0.01% | 1782 |
|
2023
Q1 | $1.15M | Sell |
48,382
-2,148
| -4% | -$51K | ﹤0.01% | 1623 |
|
2022
Q4 | $1.32M | Sell |
50,530
-4,240
| -8% | -$111K | ﹤0.01% | 1588 |
|
2022
Q3 | $1.29M | Sell |
54,770
-4,876
| -8% | -$114K | ﹤0.01% | 1619 |
|
2022
Q2 | $1.52M | Sell |
59,646
-1,547
| -3% | -$39.3K | ﹤0.01% | 1561 |
|
2022
Q1 | $1.64M | Sell |
61,193
-107
| -0.2% | -$2.86K | ﹤0.01% | 1581 |
|
2021
Q4 | $1.83M | Sell |
61,300
-873
| -1% | -$26.1K | ﹤0.01% | 1584 |
|
2021
Q3 | $1.7M | Sell |
62,173
-3,812
| -6% | -$104K | ﹤0.01% | 1652 |
|
2021
Q2 | $1.74M | Sell |
65,985
-1,503
| -2% | -$39.6K | ﹤0.01% | 1672 |
|
2021
Q1 | $1.93M | Sell |
67,488
-8,012
| -11% | -$229K | ﹤0.01% | 1659 |
|
2020
Q4 | $1.55M | Buy |
75,500
+783
| +1% | +$16.1K | ﹤0.01% | 1598 |
|
2020
Q3 | $1.07M | Sell |
74,717
-2,883
| -4% | -$41.4K | ﹤0.01% | 1665 |
|
2020
Q2 | $1.25M | Sell |
77,600
-87,734
| -53% | -$1.42M | ﹤0.01% | 1624 |
|
2020
Q1 | $2.7M | Buy |
165,334
+71,586
| +76% | +$1.17M | ﹤0.01% | 1477 |
|
2019
Q4 | $2.51M | Buy |
93,748
+786
| +0.8% | +$21.1K | ﹤0.01% | 1414 |
|
2019
Q3 | $2.37M | Buy |
92,962
+4,522
| +5% | +$115K | ﹤0.01% | 1389 |
|
2019
Q2 | $2.32M | Buy |
88,440
+17,090
| +24% | +$449K | ﹤0.01% | 1101 |
|
2019
Q1 | $1.75M | Buy |
71,350
+11,792
| +20% | +$288K | ﹤0.01% | 1118 |
|
2018
Q4 | $1.29M | Sell |
59,558
-4,247
| -7% | -$91.6K | ﹤0.01% | 1147 |
|
2018
Q3 | $1.69M | Hold |
63,805
| – | – | ﹤0.01% | 1134 |
|
2018
Q2 | $1.75M | Hold |
63,805
| – | – | ﹤0.01% | 1104 |
|
2018
Q1 | $1.77M | Buy |
63,805
+500
| +0.8% | +$13.8K | ﹤0.01% | 1097 |
|
2017
Q4 | $1.78M | Buy |
63,305
+3,905
| +7% | +$110K | ﹤0.01% | 1078 |
|
2017
Q3 | $1.9M | Sell |
59,400
-6,019
| -9% | -$193K | ﹤0.01% | 1013 |
|
2017
Q2 | $1.96M | Buy |
65,419
+3,392
| +5% | +$102K | ﹤0.01% | 959 |
|
2017
Q1 | $1.61M | Sell |
62,027
-12,611
| -17% | -$327K | ﹤0.01% | 980 |
|
2016
Q4 | $2.31M | Buy |
74,638
+22,255
| +42% | +$688K | 0.01% | 892 |
|
2016
Q3 | $1.22M | Buy |
52,383
+22,783
| +77% | +$532K | ﹤0.01% | 967 |
|
2016
Q2 | $622K | Hold |
29,600
| – | – | ﹤0.01% | 976 |
|
2016
Q1 | $578K | Sell |
29,600
-15,550
| -34% | -$304K | ﹤0.01% | 1016 |
|
2015
Q4 | $942K | Buy |
45,150
+12,150
| +37% | +$253K | ﹤0.01% | 826 |
|
2015
Q3 | $634K | Hold |
33,000
| – | – | ﹤0.01% | 927 |
|
2015
Q2 | $672K | Buy |
+33,000
| New | +$672K | ﹤0.01% | 920 |
|