Capstone Investment 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 | $238K | Buy |
+2,391
| New | +$238K | ﹤0.01% | 788 |
|
|
2025
Q1 | – | Sell |
-13,142
| Closed | -$1.48M | – | 845 |
|
|
2024
Q4 | $1.48M | Buy |
+13,142
| New | +$1.48M | ﹤0.01% | 311 |
|
|
2024
Q3 | – | Sell |
-7,199
| Closed | -$806K | – | 1144 |
|
|
2024
Q2 | $806K | Sell |
7,199
-631
| -8% | -$70.7K | ﹤0.01% | 394 |
|
|
2024
Q1 | $963K | Buy |
7,830
+4,449
| +132% | +$547K | ﹤0.01% | 555 |
|
|
2023
Q4 | $424K | Buy |
+3,381
| New | +$424K | ﹤0.01% | 567 |
|
|
2017
Q3 | – | Sell |
-19,800
| Closed | -$576K | – | 623 |
|
|
2017
Q2 | $576K | Buy |
19,800
+11,109
| +128% | +$323K | 0.02% | 333 |
|
|
2017
Q1 | $285K | Sell |
8,691
-3,609
| -29% | -$118K | 0.01% | 560 |
|
|
2016
Q4 | $418K | Buy |
+12,300
| New | +$418K | 0.01% | 477 |
|