AssetMark Inc’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746 | Buy |
+26
| New | +$746 | ﹤0.01% | 2671 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | – | – | 1534 |
|
|
2019
Q4 | $0 | Sell |
5
-2,368
| -100% | – | ﹤0.01% | 1484 |
|
|
2019
Q3 | $111K | Sell |
2,373
-50
| -2% | -$2.34K | ﹤0.01% | 594 |
|
|
2019
Q2 | $117K | Buy |
2,423
+15
| +0.6% | +$724 | ﹤0.01% | 570 |
|
|
2019
Q1 | $105K | Buy |
2,408
+1,999
| +489% | +$87.2K | ﹤0.01% | 565 |
|
|
2018
Q4 | $23K | Buy |
+409
| New | +$23K | ﹤0.01% | 855 |
|
|
2018
Q1 | – | Sell |
-15
| Closed | -$1K | – | 1995 |
|
|
2017
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1727 |
|