Advisor Group Holdings, Inc. Univest Financial Corp Transaction History

Advisor Group Holdings, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$17.03 - $20.75 $1,464 - $1,784	-86 Reduced 5.79%	1,400 $24,000
Q2 2023 Aug 10, 2023	SELL	$16.3 - $23.55 $31,165 - $45,027	-1,912 Reduced 56.27%	1,486 $26,000
Q1 2023 May 12, 2023	BUY	$23.24 - $28.72 $2,138 - $2,642	92 Added 2.78%	3,398 $80,000
Q4 2022 Feb 10, 2023	BUY	$23.85 - $28.75 $2,218 - $2,673	93 Added 2.89%	3,306 $86,000
Q3 2022 Nov 14, 2022	BUY	$23.48 - $26.96 $8,758 - $10,056	373 Added 13.13%	3,213 $76,000
Q2 2022 Aug 10, 2022	SELL	$24.83 - $26.86 $26,319 - $28,471	-1,060 Reduced 27.18%	2,840 $73,000
Q1 2022 May 04, 2022	BUY	$26.76 - $31.41 $82,340 - $96,648	3,077 Added 373.88%	3,900 $104,000
Q3 2021 Nov 05, 2021	SELL	$24.86 - $28.25 $2,088 - $2,373	-84 Reduced 9.26%	823 $23,000
Q2 2021 Aug 02, 2021	BUY	$26.37 - $29.4 $10,284 - $11,466	390 Added 75.44%	907 $24,000
Q1 2021 May 13, 2021	SELL	$20.49 - $29.45 $6,392 - $9,188	-312 Reduced 37.64%	517 $15,000
Q4 2020 Feb 10, 2021	SELL	$14.4 - $20.58 $12,168 - $17,390	-845 Reduced 50.48%	829 $17,000
Q3 2020 Nov 12, 2020	BUY	$13.76 - $17.45 $14,200 - $18,008	1,032 Added 160.75%	1,674 $24,000
Q2 2020 Aug 14, 2020	BUY	$14.21 - $19.19 $269 - $364	19 Added 3.05%	642 $10,000
Q1 2020 May 18, 2020	BUY	$13.87 - $26.96 $8,641 - $16,796	623 New	623 $10,000

159

19.6M

Ticker UVSP
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 29,242,500
Market Cap $809M
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 ...

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