Captrust Financial Advisors Univest Financial Corp Transaction History

Captrust Financial Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 23, 2022	SELL	$24.83 - $26.86 $10,552 - $11,415	-425 Reduced 27.87%	1,100 $28,000
Q2 2022 Aug 16, 2022	BUY	$24.83 - $26.86 $10,478 - $11,334	422 Added 38.26%	1,525 $39,000
Q1 2022 May 16, 2022	SELL	$26.76 - $31.41 $990 - $1,162	-37 Reduced 3.25%	1,103 $30,000
Q4 2021 Feb 14, 2022	BUY	$27.44 - $30.78 $768 - $861	28 Added 2.52%	1,140 $34,000
Q3 2021 Nov 16, 2021	BUY	$24.86 - $28.25 $9,223 - $10,480	371 Added 50.07%	1,112 $30,000
Q1 2021 May 17, 2021	BUY	$20.49 - $29.45 $15,183 - $21,822	741 New	741 $21,000

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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