Claro 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 | $497K | Sell |
5,006
-469
| -9% | -$46.6K | 0.08% | 208 |
|
|
2025
Q1 | $586K | Buy |
5,475
+53
| +1% | +$5.67K | 0.08% | 232 |
|
|
2024
Q4 | $611K | Buy |
5,422
+6
| +0.1% | +$676 | 0.08% | 218 |
|
|
2024
Q3 | $711K | Buy |
5,416
+5
| +0.1% | +$656 | 0.09% | 211 |
|
|
2024
Q2 | $606K | Sell |
5,411
-3,000
| -36% | -$336K | 0.09% | 211 |
|
|
2024
Q1 | $1.03M | Hold |
8,411
| – | – | 0.18% | 123 |
|
|
2023
Q4 | $1.06M | Hold |
8,411
| – | – | 0.23% | 98 |
|
|
2023
Q3 | $861K | Buy |
8,411
+2
| +0% | +$205 | 0.22% | 106 |
|
|
2023
Q2 | $816K | Buy |
+8,409
| New | +$816K | 0.2% | 119 |
|
|
2019
Q1 | – | Sell |
-132
| Closed | -$5K | – | 870 |
|
|
2018
Q4 | $5K | Buy |
+132
| New | +$5K | ﹤0.01% | 797 |
|