Clearstead 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
2025 Q2	$3.3K	Buy	+115	New	+$3.3K	﹤0.01%	2210
2025 Q1	–	Sell	-2,184	Closed	-$62.1K	–	2314
2024 Q4	$62.1K	Hold	2,184	–	–	﹤0.01%	1118
2024 Q3	$45.7K	Hold	2,184	–	–	﹤0.01%	1224
2024 Q2	$46.9K	Buy	+2,184	New	+$46.9K	﹤0.01%	1176