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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $346K | Sell |
3,759
-587
| -14% | -$59.3K | ﹤0.01% | 2293 |
|
|
2025
Q4 | $396K | Buy |
4,346
+171
| +4% | +$15.7K | ﹤0.01% | 2048 |
|
|
2025
Q3 | $390K | Buy |
4,175
+131
| +3% | +$13.2K | ﹤0.01% | 1991 |
|
|
2025
Q2 | $402K | Sell |
4,044
-1,023
| -20% | -$103K | ﹤0.01% | 1869 |
|
|
2025
Q1 | $542K | Buy |
5,067
+906
| +22% | +$101K | ﹤0.01% | 1599 |
|
|
2024
Q4 | $469K | Sell |
4,161
-95
| -2% | -$12.2K | ﹤0.01% | 1637 |
|
|
2024
Q3 | $558K | Sell |
4,256
-27
| -0.6% | -$3.26K | ﹤0.01% | 1510 |
|
|
2024
Q2 | $480K | Sell |
4,283
-37
| -0.9% | -$4.3K | ﹤0.01% | 1526 |
|
|
2024
Q1 | $531K | Sell |
4,320
-3,919
| -48% | -$455K | ﹤0.01% | 1456 |
|
|
2023
Q4 | $1.03M | Buy |
8,239
+2,183
| +36% | +$236K | ﹤0.01% | 1244 |
|
|
2023
Q3 | $620K | Sell |
6,056
-6,740
| -53% | -$681K | ﹤0.01% | 1495 |
|
|
2023
Q2 | $1.24M | Buy |
12,796
+8,343
| +187% | +$696K | ﹤0.01% | 1081 |
|
|
2023
Q1 | $354K | Buy |
4,453
+19
| +0.4% | +$1.63K | ﹤0.01% | 1627 |
|
|
2022
Q4 | $351K | Sell |
4,434
-11
| -0.2% | -$840 | ﹤0.01% | 1543 |
|
|
2022
Q3 | $321K | Buy |
4,445
+267
| +6% | +$21.2K | ﹤0.01% | 1494 |
|
|
2022
Q2 | $285K | Buy |
4,178
+106
| +3% | +$7.99K | ﹤0.01% | 1454 |
|
|
2022
Q1 | $314K | Buy |
4,072
+2,131
| +110% | +$178K | ﹤0.01% | 1415 |
|
|
2021
Q4 | $179K | Sell |
1,941
-1,468
| -43% | -$123K | ﹤0.01% | 1719 |
|
|
2021
Q3 | $232K | Buy |
3,409
+289
| +9% | +$21K | ﹤0.01% | 1456 |
|
|
2021
Q2 | $232K | Sell |
3,120
-73
| -2% | -$5.76K | ﹤0.01% | 1412 |
|
|
2021
Q1 | $242K | Buy |
3,193
+3,066
| +2,414% | +$192K | ﹤0.01% | 1343 |
|
|
2020
Q4 | $7K | Buy |
127
+60
| +90% | +$3.29K | ﹤0.01% | 2715 |
|
|
2020
Q3 | $4K | Buy |
+67
| New | +$3.78K | ﹤0.01% | 2605 |
|
|
2019
Q4 | – | Sell |
-900
| Closed | -$36K | – | 1764 |
|
|
2019
Q3 | $36K | Hold |
900
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q2 | $34K | Hold |
900
| – | – | ﹤0.01% | 1119 |
|
|
2019
Q1 | $27K | Buy |
+900
| New | +$27K | ﹤0.01% | 1075 |
|
Other funds holding UFPI
VPM
VCM
WA
