Aptus Capital Advisors’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.63M | Buy |
104,557
+967
| +0.9% | +$97.7K | 0.08% | 222 |
|
|
2025
Q4 | $9.43M | Buy |
103,590
+503
| +0.5% | +$46.1K | 0.08% | 222 |
|
|
2025
Q3 | $9.64M | Buy |
103,087
+13,471
| +15% | +$1.36M | 0.09% | 217 |
|
|
2025
Q2 | $8.9M | Buy |
89,616
+7,842
| +10% | +$791K | 0.09% | 208 |
|
|
2025
Q1 | $8.75M | Buy |
81,774
+9,132
| +13% | +$1.02M | 0.1% | 191 |
|
|
2024
Q4 | $8.18M | Buy |
72,642
+13,983
| +24% | +$1.8M | 0.1% | 200 |
|
|
2024
Q3 | $7.7M | Buy |
58,659
+7,898
| +16% | +$954K | 0.12% | 165 |
|
|
2024
Q2 | $5.69M | Buy |
50,761
+10,034
| +25% | +$1.17M | 0.11% | 173 |
|
|
2024
Q1 | $5.01M | Buy |
40,727
+4,306
| +12% | +$500K | 0.11% | 180 |
|
|
2023
Q4 | $4.57M | Sell |
36,421
-402
| -1% | -$43.4K | 0.14% | 147 |
|
|
2023
Q3 | $3.77M | Sell |
36,823
-7,504
| -17% | -$758K | 0.11% | 158 |
|
|
2023
Q2 | $4.3M | Buy |
44,327
+3,359
| +8% | +$280K | 0.13% | 158 |
|
|
2023
Q1 | $3.26M | Buy |
40,968
+4,780
| +13% | +$409K | 0.09% | 169 |
|
|
2022
Q4 | $2.87M | Buy |
36,188
+3,844
| +12% | +$294K | 0.09% | 180 |
|
|
2022
Q3 | $2.33M | Buy |
32,344
+1,816
| +6% | +$144K | 0.07% | 191 |
|
|
2022
Q2 | $2.08M | Buy |
30,528
+4,546
| +17% | +$343K | 0.07% | 187 |
|
|
2022
Q1 | $2M | Buy |
25,982
+1,696
| +7% | +$142K | 0.06% | 205 |
|
|
2021
Q4 | $2.23M | Buy |
24,286
+4,620
| +23% | +$389K | 0.08% | 188 |
|
|
2021
Q3 | $1.34M | Buy |
19,666
+3,520
| +22% | +$256K | 0.05% | 221 |
|
|
2021
Q2 | $1.2M | Sell |
16,146
-2,989
| -16% | -$236K | 0.05% | 211 |
|
|
2021
Q1 | $1.45M | Buy |
19,135
+3,696
| +24% | +$231K | 0.08% | 169 |
|
|
2020
Q4 | $858K | Buy |
15,439
+2,464
| +19% | +$135K | 0.05% | 191 |
|
|
2020
Q3 | $733K | Buy |
+12,975
| New | +$732K | 0.05% | 183 |
|
Other funds holding UFPI
VPM
VCM
WA
