Arkadios Wealth Advisors’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 | $437K | Buy |
4,393
+123
| +3% | +$12.2K | 0.01% | 883 |
|
|
2025
Q1 | $457K | Buy |
4,270
+39
| +0.9% | +$4.18K | 0.02% | 736 |
|
|
2024
Q4 | $477K | Buy |
4,231
+14
| +0.3% | +$1.58K | 0.03% | 561 |
|
|
2024
Q3 | $553K | Buy |
4,217
+912
| +28% | +$120K | 0.03% | 506 |
|
|
2024
Q2 | $370K | Buy |
3,305
+56
| +2% | +$6.27K | 0.03% | 565 |
|
|
2024
Q1 | $400K | Sell |
3,249
-36
| -1% | -$4.43K | 0.03% | 451 |
|
|
2023
Q4 | $412K | Buy |
3,285
+35
| +1% | +$4.39K | 0.03% | 425 |
|
|
2023
Q3 | $333K | Buy |
3,250
+377
| +13% | +$38.6K | 0.03% | 455 |
|
|
2023
Q2 | $279K | Buy |
2,873
+29
| +1% | +$2.82K | 0.03% | 470 |
|
|
2023
Q1 | $226K | Buy |
2,844
+11
| +0.4% | +$874 | 0.03% | 532 |
|
|
2022
Q4 | $225K | Buy |
2,833
+2
| +0.1% | +$159 | 0.03% | 488 |
|
|
2022
Q3 | $204K | Sell |
2,831
-691
| -20% | -$49.8K | 0.03% | 486 |
|
|
2022
Q2 | $240K | Buy |
+3,522
| New | +$240K | 0.04% | 459 |
|
|
2021
Q4 | – | Sell |
-88
| Closed | -$5K | – | 1700 |
|
|
2021
Q3 | $5K | Sell |
88
-165
| -65% | -$9.38K | ﹤0.01% | 1619 |
|
|
2021
Q2 | $18K | Buy |
253
+22
| +10% | +$1.57K | ﹤0.01% | 1341 |
|
|
2021
Q1 | $17K | Buy |
231
+66
| +40% | +$4.86K | ﹤0.01% | 1031 |
|
|
2020
Q4 | $9K | Buy |
+165
| New | +$9K | ﹤0.01% | 1004 |
|