Advisory Research’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
9,359
+634
| +7% | +$63K | 0.14% | 107 |
|
|
2025
Q1 | $934K | Buy |
8,725
+24
| +0.3% | +$2.57K | 0.16% | 107 |
|
|
2024
Q4 | $980K | Buy |
8,701
+46
| +0.5% | +$5.18K | 0.16% | 110 |
|
|
2024
Q3 | $1.14M | Sell |
8,655
-256
| -3% | -$33.6K | 0.2% | 103 |
|
|
2024
Q2 | $998K | Buy |
8,911
+560
| +7% | +$62.7K | 0.19% | 104 |
|
|
2024
Q1 | $1.03M | Sell |
8,351
-465
| -5% | -$57.2K | 0.2% | 97 |
|
|
2023
Q4 | $1.11M | Sell |
8,816
-166
| -2% | -$20.8K | 0.17% | 148 |
|
|
2023
Q3 | $920K | Sell |
8,982
-355
| -4% | -$36.4K | 0.13% | 205 |
|
|
2023
Q2 | $906K | Buy |
9,337
+375
| +4% | +$36.4K | 0.12% | 216 |
|
|
2023
Q1 | $712K | Sell |
8,962
-126
| -1% | -$10K | 0.12% | 207 |
|
|
2022
Q4 | $720K | Buy |
9,088
+11
| +0.1% | +$872 | 0.07% | 200 |
|
|
2022
Q3 | $655K | Buy |
9,077
+66
| +0.7% | +$4.76K | 0.06% | 204 |
|
|
2022
Q2 | $614K | Buy |
9,011
+1
| +0% | +$68 | 0.06% | 201 |
|
|
2022
Q1 | $695K | Buy |
+9,010
| New | +$695K | 0.06% | 218 |
|
|
2020
Q4 | – | Sell |
-28,447
| Closed | -$1.61M | – | 353 |
|
|
2020
Q3 | $1.61M | Sell |
28,447
-9,032
| -24% | -$511K | 0.16% | 119 |
|
|
2020
Q2 | $1.86M | Buy |
+37,479
| New | +$1.86M | 0.17% | 117 |
|