CAPTRUST Financial Advisors’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $469K | Sell |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $620K | Sell |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $179K | Sell |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $232K | Sell |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $7K | Buy |
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|
2020
Q3 | $4K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $36K | Hold |
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|
2019
Q2 | $34K | Hold |
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|
2019
Q1 | $27K | Buy |
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