Zacks 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	$336K	Sell	11,199 -105	-0.9%	-$3.15K	﹤0.01%	539
2025 Q1	$321K	Buy	11,304 +1,511	+15%	+$42.9K	﹤0.01%	539
2024 Q4	$289K	Buy	+9,793	New	+$289K	﹤0.01%	552
2014 Q3	–	Sell	-35,772	Closed	-$740K	–	754
2014 Q2	$740K	Buy	+35,772	New	+$740K	0.03%	322