Advisors Asset Management’s UFP Industries UFPI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-191
Closed -$21.5K 1543
2024
Q4
$21.5K Sell
191
-292
-60% -$32.9K ﹤0.01% 1378
2024
Q3
$63.4K Sell
483
-33
-6% -$4.33K ﹤0.01% 1284
2024
Q2
$57.8K Sell
516
-2
-0.4% -$224 ﹤0.01% 1261
2024
Q1
$63.7K Buy
518
+41
+9% +$5.04K ﹤0.01% 1261
2023
Q4
$59.9K Buy
477
+201
+73% +$25.2K ﹤0.01% 1261
2023
Q3
$28.3K Buy
+276
New +$28.3K ﹤0.01% 1337
2022
Q3
Sell
-284
Closed -$19K 1512
2022
Q2
$19K Sell
284
-9
-3% -$602 ﹤0.01% 1456
2022
Q1
$23K Sell
293
-365
-55% -$28.7K ﹤0.01% 1466
2021
Q4
$61K Sell
658
-254
-28% -$23.5K ﹤0.01% 1422
2021
Q3
$62K Sell
912
-272
-23% -$18.5K ﹤0.01% 1345
2021
Q2
$88K Sell
1,184
-97
-8% -$7.21K ﹤0.01% 1322
2021
Q1
$97K Sell
1,281
-608
-32% -$46K ﹤0.01% 1338
2020
Q4
$105K Buy
1,889
+258
+16% +$14.3K ﹤0.01% 1352
2020
Q3
$92K Buy
1,631
+338
+26% +$19.1K ﹤0.01% 1323
2020
Q2
$64K Buy
1,293
+263
+26% +$13K ﹤0.01% 1369
2020
Q1
$38K Buy
1,030
+606
+143% +$22.4K ﹤0.01% 1341
2019
Q4
$20K Buy
424
+10
+2% +$472 ﹤0.01% 1462
2019
Q3
$17K Sell
414
-399
-49% -$16.4K ﹤0.01% 1488
2019
Q2
$31K Sell
813
-120
-13% -$4.58K ﹤0.01% 1436
2019
Q1
$28K Sell
933
-39
-4% -$1.17K ﹤0.01% 1683
2018
Q4
$25K Buy
972
+67
+7% +$1.72K ﹤0.01% 1493
2018
Q3
$32K Buy
905
+557
+160% +$19.7K ﹤0.01% 1477
2018
Q2
$13K Buy
348
+289
+490% +$10.8K ﹤0.01% 1523
2018
Q1
$2K Buy
+59
New +$2K ﹤0.01% 1514
2017
Q1
Sell
-11,430
Closed -$389K 1752
2016
Q4
$389K Sell
11,430
-165
-1% -$5.62K 0.01% 1209
2016
Q3
$381K Sell
11,595
-15
-0.1% -$493 0.01% 1182
2016
Q2
$359K Sell
11,610
-285
-2% -$8.81K 0.01% 1208
2016
Q1
$340K Buy
11,895
+2,664
+29% +$76.1K 0.01% 1199
2015
Q4
$210K Buy
+9,231
New +$210K ﹤0.01% 1381