Clearstead 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 | $6.06K | Buy |
61
+59
| +2,950% | +$5.86K | ﹤0.01% | 2050 |
|
|
2025
Q1 | $215 | Sell |
2
-33
| -94% | -$3.55K | ﹤0.01% | 2119 |
|
|
2024
Q4 | $3.94K | Buy |
+35
| New | +$3.94K | ﹤0.01% | 1756 |
|
|
2024
Q3 | – | Sell |
-25
| Closed | -$2.8K | – | 2110 |
|
|
2024
Q2 | $2.8K | Hold |
25
| – | – | ﹤0.01% | 1777 |
|
|
2024
Q1 | $2.97K | Buy |
+25
| New | +$2.97K | ﹤0.01% | 1258 |
|
|
2023
Q2 | – | Sell |
-292
| Closed | -$23.2K | – | 1445 |
|
|
2023
Q1 | $23.2K | Hold |
292
| – | – | ﹤0.01% | 823 |
|
|
2022
Q4 | $23.1K | Hold |
292
| – | – | ﹤0.01% | 775 |
|
|
2022
Q3 | $21K | Hold |
292
| – | – | ﹤0.01% | 765 |
|
|
2022
Q2 | $20K | Hold |
292
| – | – | ﹤0.01% | 804 |
|
|
2022
Q1 | $23K | Sell |
292
-247
| -46% | -$19.5K | ﹤0.01% | 836 |
|
|
2021
Q4 | $50K | Sell |
539
-95
| -15% | -$8.81K | ﹤0.01% | 652 |
|
|
2021
Q3 | $43K | Buy |
+634
| New | +$43K | ﹤0.01% | 634 |
|