Hbk Sorce Advisory LLC Univest Financial Corp Transaction History

Hbk Sorce Advisory LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$13.87 - $26.96 $142,930 - $277,822	-10,305 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$24.26 - $27.47 $71,057 - $80,459	-2,929 Reduced 22.13%	10,305 $276,000
Q2 2019 Aug 15, 2019	BUY	$23.88 - $26.26 $316,027 - $347,524	13,234 New	13,234 $348,000
Q2 2019 Aug 14, 2019	SELL	$23.88 - $26.26 $319,418 - $351,253	-13,376 Closed	0 $0
Q1 2019 May 13, 2019	SELL	$21.9 - $26.51 $119,376 - $144,506	-5,451 Reduced 28.95%	13,376 $327,000
Q4 2018 Feb 14, 2019	BUY	$20.59 - $26.43 $387,647 - $497,597	18,827 New	18,827 $406,000

158

19.6M

Ticker UVSP
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 29,242,500
Market Cap $890M
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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