Charles Schwab’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
194,762
+8,296
| +4% | +$238K | ﹤0.01% | 2290 |
|
|
2025
Q1 | $5.49M | Sell |
186,466
-49,342
| -21% | -$1.45M | ﹤0.01% | 2231 |
|
|
2024
Q4 | $6.71M | Sell |
235,808
-44,834
| -16% | -$1.28M | ﹤0.01% | 2197 |
|
|
2024
Q3 | $5.87M | Sell |
280,642
-56,064
| -17% | -$1.17M | ﹤0.01% | 2281 |
|
|
2024
Q2 | $7.24M | Sell |
336,706
-39,687
| -11% | -$853K | ﹤0.01% | 2190 |
|
|
2024
Q1 | $8.19M | Buy |
376,393
+12,803
| +4% | +$279K | ﹤0.01% | 2082 |
|
|
2023
Q4 | $7.32M | Buy |
363,590
+27,213
| +8% | +$548K | ﹤0.01% | 2150 |
|
|
2023
Q3 | $6.64M | Buy |
336,377
+23,922
| +8% | +$472K | ﹤0.01% | 2121 |
|
|
2023
Q2 | $7.08M | Sell |
312,455
-9,399
| -3% | -$213K | ﹤0.01% | 2069 |
|
|
2023
Q1 | $8.55M | Sell |
321,854
-3,822
| -1% | -$101K | ﹤0.01% | 1942 |
|
|
2022
Q4 | $8.91M | Sell |
325,676
-21,312
| -6% | -$583K | ﹤0.01% | 1923 |
|
|
2022
Q3 | $9.97M | Buy |
346,988
+4,963
| +1% | +$143K | ﹤0.01% | 1832 |
|
|
2022
Q2 | $11.7M | Buy |
342,025
+37,622
| +12% | +$1.29M | ﹤0.01% | 1749 |
|
|
2022
Q1 | $9.46M | Buy |
304,403
+25,337
| +9% | +$787K | ﹤0.01% | 1989 |
|
|
2021
Q4 | $6.47M | Buy |
279,066
+18,368
| +7% | +$426K | ﹤0.01% | 2222 |
|
|
2021
Q3 | $6.02M | Buy |
260,698
+14,332
| +6% | +$331K | ﹤0.01% | 2283 |
|
|
2021
Q2 | $6.83M | Buy |
246,366
+15,679
| +7% | +$435K | ﹤0.01% | 2196 |
|
|
2021
Q1 | $8.03M | Buy |
230,687
+10,319
| +5% | +$359K | ﹤0.01% | 2068 |
|
|
2020
Q4 | $5.53M | Buy |
220,368
+12,958
| +6% | +$325K | ﹤0.01% | 2166 |
|
|
2020
Q3 | $4.22M | Buy |
207,410
+6,916
| +3% | +$141K | ﹤0.01% | 2152 |
|
|
2020
Q2 | $5.56M | Buy |
200,494
+1,648
| +0.8% | +$45.7K | ﹤0.01% | 1971 |
|
|
2020
Q1 | $6.49M | Buy |
198,846
+12,948
| +7% | +$422K | ﹤0.01% | 1707 |
|
|
2019
Q4 | $8.13M | Buy |
185,898
+6,791
| +4% | +$297K | ﹤0.01% | 1759 |
|
|
2019
Q3 | $8.42M | Buy |
179,107
+8,632
| +5% | +$406K | 0.01% | 1700 |
|
|
2019
Q2 | $8.26M | Buy |
170,475
+1,756
| +1% | +$85.1K | 0.01% | 1718 |
|
|
2019
Q1 | $7.38M | Buy |
168,719
+21,043
| +14% | +$920K | ﹤0.01% | 1765 |
|
|
2018
Q4 | $8.19M | Buy |
147,676
+10,210
| +7% | +$566K | 0.01% | 1588 |
|
|
2018
Q3 | $6.98M | Buy |
137,466
+16,953
| +14% | +$861K | ﹤0.01% | 1863 |
|
|
2018
Q2 | $6.57M | Buy |
120,513
+18,792
| +18% | +$1.02M | ﹤0.01% | 1855 |
|
|
2018
Q1 | $4.87M | Buy |
101,721
+3,171
| +3% | +$152K | ﹤0.01% | 1961 |
|
|
2017
Q4 | $4.49M | Buy |
98,550
+5,706
| +6% | +$260K | ﹤0.01% | 1970 |
|
|
2017
Q3 | $4.26M | Sell |
92,844
-2,148
| -2% | -$98.4K | ﹤0.01% | 1958 |
|
|
2017
Q2 | $4.19M | Buy |
94,992
+807
| +0.9% | +$35.6K | ﹤0.01% | 1912 |
|
|
2017
Q1 | $4.03M | Buy |
94,185
+15,134
| +19% | +$647K | ﹤0.01% | 1879 |
|
|
2016
Q4 | $3.89M | Buy |
79,051
+4,062
| +5% | +$200K | ﹤0.01% | 1876 |
|
|
2016
Q3 | $3.17M | Sell |
74,989
-2,132
| -3% | -$90.2K | ﹤0.01% | 1905 |
|
|
2016
Q2 | $3.27M | Sell |
77,121
-3,089
| -4% | -$131K | ﹤0.01% | 1822 |
|
|
2016
Q1 | $3.52M | Buy |
80,210
+5,676
| +8% | +$249K | ﹤0.01% | 1732 |
|
|
2015
Q4 | $2.86M | Buy |
74,534
+7,539
| +11% | +$289K | ﹤0.01% | 1883 |
|
|
2015
Q3 | $2.35M | Sell |
66,995
-837
| -1% | -$29.3K | ﹤0.01% | 1973 |
|
|
2015
Q2 | $2.22M | Buy |
67,832
+2,152
| +3% | +$70.5K | ﹤0.01% | 2022 |
|
|
2015
Q1 | $2.09M | Buy |
65,680
+3,162
| +5% | +$100K | ﹤0.01% | 2030 |
|
|
2014
Q4 | $1.86M | Buy |
62,518
+2,133
| +4% | +$63.4K | ﹤0.01% | 2054 |
|
|
2014
Q3 | $1.68M | Buy |
60,385
+1,361
| +2% | +$37.8K | ﹤0.01% | 2061 |
|
|
2014
Q2 | $1.73M | Sell |
59,024
-228
| -0.4% | -$6.69K | ﹤0.01% | 2047 |
|
|
2014
Q1 | $1.8M | Buy |
59,252
+5,098
| +9% | +$155K | ﹤0.01% | 2012 |
|
|
2013
Q4 | $1.55M | Buy |
54,154
+2,062
| +4% | +$59.1K | ﹤0.01% | 2053 |
|
|
2013
Q3 | $1.63M | Buy |
52,092
+1,418
| +3% | +$44.4K | ﹤0.01% | 1968 |
|
|
2013
Q2 | $1.29M | Buy |
+50,674
| New | +$1.29M | ﹤0.01% | 2012 |
|