A detailed history of Srs Capital Advisors, Inc. transactions in Univest Financial Corp stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 719 shares of UVSP stock, worth $22,080. This represents 0.0% of its overall portfolio holdings.

Number of Shares
719
Previous 719 -0.0%
Holding current value
$22,080
Previous $16,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$18.44 - $22.93 $13,258 - $16,486
719 New
719 $16,000
Q3 2021

Nov 05, 2021

SELL
$24.86 - $28.25 $62,150 - $70,625
-2,500 Closed
0 $0
Q2 2021

Aug 02, 2021

SELL
$26.37 - $29.4 $7,911 - $8,820
-300 Reduced 10.71%
2,500 $66,000
Q3 2020

Nov 12, 2020

SELL
$13.76 - $17.45 $56,374 - $71,492
-4,097 Reduced 59.4%
2,800 $40,000
Q2 2020

Aug 06, 2020

SELL
$14.21 - $19.19 $71,050 - $95,950
-5,000 Reduced 42.03%
6,897 $111,000
Q1 2020

May 13, 2020

BUY
$13.87 - $26.96 $6,935 - $13,480
500 Added 4.39%
11,897 $194,000
Q4 2019

Feb 07, 2020

BUY
$24.26 - $27.47 $39,058 - $44,226
1,610 Added 16.45%
11,397 $305,000
Q2 2019

Aug 08, 2019

BUY
$23.88 - $26.26 $11,940 - $13,130
500 Added 5.38%
9,787 $257,000
Q4 2018

Feb 06, 2019

BUY
$20.59 - $26.43 $71,859 - $92,240
3,490 Added 60.2%
9,287 $200,000
Q3 2018

Nov 06, 2018

BUY
$26.45 - $28.9 $153,330 - $167,533
5,797 New
5,797 $153,000

Others Institutions Holding UVSP

About UNIVEST FINANCIAL Corp


  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $898M
  • Description
  • Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...
More about UVSP
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