VOYA Investment 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 | $279K | Buy |
9,287
+98
| +1% | +$2.94K | ﹤0.01% | 2184 |
|
|
2025
Q1 | $261K | Sell |
9,189
-854
| -9% | -$24.2K | ﹤0.01% | 2194 |
|
|
2024
Q4 | $296K | Sell |
10,043
-878
| -8% | -$25.9K | ﹤0.01% | 2196 |
|
|
2024
Q3 | $307K | Sell |
10,921
-277
| -2% | -$7.8K | ﹤0.01% | 2253 |
|
|
2024
Q2 | $256K | Buy |
11,198
+262
| +2% | +$5.98K | ﹤0.01% | 2339 |
|
|
2024
Q1 | $228K | Sell |
10,936
-2,457
| -18% | -$51.2K | ﹤0.01% | 2395 |
|
|
2023
Q4 | $295K | Sell |
13,393
-56
| -0.4% | -$1.23K | ﹤0.01% | 2358 |
|
|
2023
Q3 | $234K | Buy |
13,449
+360
| +3% | +$6.26K | ﹤0.01% | 2454 |
|
|
2023
Q2 | $237K | Buy |
13,089
+788
| +6% | +$14.2K | ﹤0.01% | 2500 |
|
|
2023
Q1 | $292K | Sell |
12,301
-188
| -2% | -$4.46K | ﹤0.01% | 2343 |
|
|
2022
Q4 | $326K | Hold |
12,489
| – | – | ﹤0.01% | 2274 |
|
|
2022
Q3 | $293K | Hold |
12,489
| – | – | ﹤0.01% | 2368 |
|
|
2022
Q2 | $318K | Hold |
12,489
| – | – | ﹤0.01% | 2137 |
|
|
2022
Q1 | $334K | Sell |
12,489
-266
| -2% | -$7.11K | ﹤0.01% | 2124 |
|
|
2021
Q4 | $382K | Buy |
12,755
+256
| +2% | +$7.67K | ﹤0.01% | 2169 |
|
|
2021
Q3 | $342K | Hold |
12,499
| – | – | ﹤0.01% | 2271 |
|
|
2021
Q2 | $330K | Sell |
12,499
-1,568
| -11% | -$41.4K | ﹤0.01% | 2330 |
|
|
2021
Q1 | $402K | Buy |
14,067
+648
| +5% | +$18.5K | ﹤0.01% | 2154 |
|
|
2020
Q4 | $276K | Buy |
13,419
+2,382
| +22% | +$49K | ﹤0.01% | 2239 |
|
|
2020
Q3 | $159K | Hold |
11,037
| – | – | ﹤0.01% | 2229 |
|
|
2020
Q2 | $178K | Sell |
11,037
-4,826
| -30% | -$77.8K | ﹤0.01% | 2190 |
|
|
2020
Q1 | $259K | Buy |
15,863
+174
| +1% | +$2.84K | ﹤0.01% | 1995 |
|
|
2019
Q4 | $420K | Buy |
15,689
+1,578
| +11% | +$42.2K | ﹤0.01% | 1989 |
|
|
2019
Q3 | $360K | Hold |
14,111
| – | – | ﹤0.01% | 1942 |
|
|
2019
Q2 | $371K | Buy |
14,111
+294
| +2% | +$7.73K | ﹤0.01% | 1964 |
|
|
2019
Q1 | $338K | Sell |
13,817
-547
| -4% | -$13.4K | ﹤0.01% | 1994 |
|
|
2018
Q4 | $310K | Buy |
14,364
+693
| +5% | +$15K | ﹤0.01% | 2006 |
|
|
2018
Q3 | $362K | Hold |
13,671
| – | – | ﹤0.01% | 2040 |
|
|
2018
Q2 | $376K | Sell |
13,671
-962
| -7% | -$26.5K | ﹤0.01% | 2002 |
|
|
2018
Q1 | $405K | Sell |
14,633
-586
| -4% | -$16.2K | ﹤0.01% | 1931 |
|
|
2017
Q4 | $427K | Sell |
15,219
-920
| -6% | -$25.8K | ﹤0.01% | 1941 |
|
|
2017
Q3 | $516K | Hold |
16,139
| – | – | ﹤0.01% | 1860 |
|
|
2017
Q2 | $483K | Buy |
16,139
+1,179
| +8% | +$35.3K | ﹤0.01% | 1857 |
|
|
2017
Q1 | $387K | Hold |
14,960
| – | – | ﹤0.01% | 1877 |
|
|
2016
Q4 | $462K | Hold |
14,960
| – | – | ﹤0.01% | 1789 |
|
|
2016
Q3 | $349 | Hold |
14,960
| – | – | ﹤0.01% | 1951 |
|
|
2016
Q2 | $314K | Hold |
14,960
| – | – | ﹤0.01% | 2005 |
|
|
2016
Q1 | $292K | Hold |
14,960
| – | – | ﹤0.01% | 2011 |
|
|
2015
Q4 | $312K | Hold |
14,960
| – | – | ﹤0.01% | 2036 |
|
|
2015
Q3 | $288K | Hold |
14,960
| – | – | ﹤0.01% | 2060 |
|
|
2015
Q2 | $305K | Hold |
14,960
| – | – | ﹤0.01% | 2255 |
|
|
2015
Q1 | $296K | Hold |
14,960
| – | – | ﹤0.01% | 2229 |
|
|
2014
Q4 | $303K | Hold |
14,960
| – | – | ﹤0.01% | 2259 |
|
|
2014
Q3 | $281K | Hold |
14,960
| – | – | ﹤0.01% | 2305 |
|
|
2014
Q2 | $310K | Hold |
14,960
| – | – | ﹤0.01% | 2331 |
|
|
2014
Q1 | $307K | Hold |
14,960
| – | – | ﹤0.01% | 2310 |
|
|
2013
Q4 | $309K | Hold |
14,960
| – | – | ﹤0.01% | 2293 |
|
|
2013
Q3 | $282K | Hold |
14,960
| – | – | ﹤0.01% | 2328 |
|
|
2013
Q2 | $285K | Buy |
+14,960
| New | +$285K | ﹤0.01% | 2285 |
|