Avantax Advisory Services’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
$313K Buy
3,148
+5
+0.2% +$497 ﹤0.01% 1877
2025
Q1
$336K Sell
3,143
-143
-4% -$15.3K ﹤0.01% 1757
2024
Q4
$370K Buy
3,286
+147
+5% +$16.6K ﹤0.01% 1644
2024
Q3
$412K Buy
3,139
+14
+0.4% +$1.84K ﹤0.01% 1550
2024
Q2
$350K Buy
+3,125
New +$350K ﹤0.01% 1597