Commonwealth Equity Services’s United Fire Group UFCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$404K Sell
10,892
-122
-1% -$4.5K ﹤0.01% 3401
2025
Q4
$400K Sell
11,014
-420
-4% -$14.4K ﹤0.01% 3375
2025
Q3
$348K Sell
11,434
-646
-5% -$19K ﹤0.01% 3504
2025
Q2
$347K Sell
12,080
-101
-0.8% -$2.82K ﹤0.01% 3465
2025
Q1
$359K Buy
12,181
+1,177
+11% +$31.8K ﹤0.01% 3326
2024
Q4
$313K Buy
11,004
+232
+2% +$5.85K ﹤0.01% 3364
2024
Q3
$225K Buy
10,772
+406
+4% +$8.4K ﹤0.01% 3592
2024
Q2
$223K Buy
+10,366
New +$229K ﹤0.01% 3560

Other funds holding UFCS