CAPTRUST Financial Advisors’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,558
| Closed | -$53K | – | 3940 |
|
|
2022
Q2 | $53K | Buy |
1,558
+70
| +5% | +$2.38K | ﹤0.01% | 2709 |
|
|
2022
Q1 | $46K | Buy |
1,488
+623
| +72% | +$19.3K | ﹤0.01% | 2840 |
|
|
2021
Q4 | $20K | Sell |
865
-234
| -21% | -$5.41K | ﹤0.01% | 3290 |
|
|
2021
Q3 | $25K | Buy |
1,099
+265
| +32% | +$6.03K | ﹤0.01% | 3020 |
|
|
2021
Q2 | $23K | Sell |
834
-35
| -4% | -$965 | ﹤0.01% | 3015 |
|
|
2021
Q1 | $30K | Buy |
869
+859
| +8,590% | +$29.7K | ﹤0.01% | 2758 |
|
|
2020
Q4 | $0 | Sell |
10
-216
| -96% | – | ﹤0.01% | 3513 |
|
|
2020
Q3 | $5K | Buy |
226
+10
| +5% | +$221 | ﹤0.01% | 2545 |
|
|
2020
Q2 | $6K | Buy |
+216
| New | +$6K | ﹤0.01% | 2364 |
|
|
2019
Q4 | – | Sell |
-216
| Closed | -$10K | – | 1765 |
|
|
2019
Q3 | $10K | Sell |
216
-3
| -1% | -$139 | ﹤0.01% | 1510 |
|
|
2019
Q2 | $11K | Hold |
219
| – | – | ﹤0.01% | 1484 |
|
|
2019
Q1 | $10K | Hold |
219
| – | – | ﹤0.01% | 1393 |
|
|
2018
Q4 | $12K | Hold |
219
| – | – | ﹤0.01% | 1183 |
|
|
2018
Q3 | $11K | Sell |
219
-13
| -6% | -$653 | ﹤0.01% | 1214 |
|
|
2018
Q2 | $13K | Hold |
232
| – | – | ﹤0.01% | 1093 |
|
|
2018
Q1 | $11K | Sell |
232
-15
| -6% | -$711 | ﹤0.01% | 1009 |
|
|
2017
Q4 | $11K | Buy |
+247
| New | +$11K | ﹤0.01% | 967 |
|