Ifp Advisors, Inc Univest Financial Corp Transaction History

Ifp Advisors, Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jul 30, 2024	BUY	$19.25 - $22.06 $731 - $838	38 New	38 $0
Q4 2022 Feb 07, 2023	SELL	$23.85 - $28.75 $7,822 - $9,430	-328 Reduced 40.39%	484 $17,000
Q3 2022 Nov 08, 2022	BUY	$23.48 - $26.96 $2,606 - $2,992	111 Added 15.83%	812 $27,000
Q2 2022 Sep 06, 2022	BUY	$24.83 - $26.86 $17,405 - $18,828	701 New	701 $24,000
Q2 2022 Aug 12, 2022	SELL	$24.83 - $26.86 $17,405 - $18,828	-701 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$26.76 - $31.41 $17,233 - $20,228	644 Added 1129.82%	701 $18,000
Q4 2021 Jan 12, 2022	BUY	$27.44 - $30.78 $603 - $677	22 Added 62.86%	57 $2,000
Q3 2021 Oct 06, 2021	BUY	$24.86 - $28.25 $870 - $988	35 New	35 $1,000

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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