Capital Analysts LLC’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
1,253
+5
| +0.4% | +$1.22K | 0.01% | 469 |
|
|
2025
Q1 | $252K | Buy |
1,248
+174
| +16% | +$35.1K | 0.01% | 488 |
|
|
2024
Q4 | $263K | Buy |
1,074
+6
| +0.6% | +$1.47K | 0.01% | 440 |
|
|
2024
Q3 | $338K | Sell |
1,068
-442
| -29% | -$140K | 0.01% | 383 |
|
|
2024
Q2 | $398K | Hold |
1,510
| – | – | 0.02% | 359 |
|
|
2024
Q1 | $381K | Hold |
1,510
| – | – | 0.02% | 349 |
|
|
2023
Q4 | $260K | Sell |
1,510
-30
| -2% | -$5.17K | 0.01% | 390 |
|
|
2023
Q3 | $249K | Buy |
+1,540
| New | +$249K | 0.01% | 370 |
|