CSC
Caldwell Sutter Capital’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,900
| Closed | -$203K | – | 896 |
|
|
2025
Q1 | $203K | Hold |
1,900
| – | – | 0.1% | 195 |
|
|
2024
Q4 | $214K | Hold |
1,900
| – | – | 0.1% | 197 |
|
|
2024
Q3 | $249K | Sell |
1,900
-196
| -9% | -$25.7K | 0.12% | 174 |
|
|
2024
Q2 | $235K | Hold |
2,096
| – | – | 0.12% | 175 |
|
|
2024
Q1 | $258K | Buy |
2,096
+1,096
| +110% | +$135K | 0.12% | 163 |
|
|
2023
Q4 | $126K | Hold |
1,000
| – | – | 0.06% | 240 |
|
|
2023
Q3 | $102K | Hold |
1,000
| – | – | 0.06% | 251 |
|
|
2023
Q2 | $97.1K | Hold |
1,000
| – | – | 0.05% | 254 |
|
|
2023
Q1 | $79.5K | Hold |
1,000
| – | – | 0.06% | 205 |
|
|
2022
Q4 | $79.3K | Buy |
+1,000
| New | +$79.3K | 0.07% | 158 |
|