Concourse Financial Group Securities’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
Q1 | – | Sell |
-6,936
| Closed | -$177K | – | 7875 |
|
|
2024
Q4 | $177K | Buy |
6,936
+6,757
| +3,775% | +$172K | 0.01% | 770 |
|
|
2024
Q3 | $3.75K | Sell |
179
-54
| -23% | -$1.13K | ﹤0.01% | 1906 |
|
|
2024
Q2 | $5.01K | Sell |
233
-16
| -6% | -$344 | ﹤0.01% | 1870 |
|
|
2024
Q1 | $5.42K | Hold |
249
| – | – | ﹤0.01% | 1858 |
|
|
2023
Q4 | $5.01K | Sell |
249
-30
| -11% | -$603 | ﹤0.01% | 1843 |
|
|
2023
Q3 | $5.51K | Sell |
279
-11
| -4% | -$217 | ﹤0.01% | 1795 |
|
|
2023
Q2 | $6.57K | Buy |
290
+14
| +5% | +$317 | ﹤0.01% | 1772 |
|
|
2023
Q1 | $7.33K | Sell |
276
-16
| -5% | -$425 | ﹤0.01% | 1750 |
|
|
2022
Q4 | $7.99K | Hold |
292
| – | – | ﹤0.01% | 1729 |
|
|
2022
Q3 | $8K | Buy |
292
+30
| +11% | +$822 | ﹤0.01% | 1553 |
|
|
2022
Q2 | $9K | Buy |
262
+11
| +4% | +$378 | ﹤0.01% | 1702 |
|
|
2022
Q1 | $8K | Buy |
251
+47
| +23% | +$1.5K | ﹤0.01% | 1763 |
|
|
2021
Q4 | $5K | Hold |
204
| – | – | ﹤0.01% | 2058 |
|
|
2021
Q3 | $5K | Hold |
204
| – | – | ﹤0.01% | 2084 |
|
|
2021
Q2 | $6K | Hold |
204
| – | – | ﹤0.01% | 2019 |
|
|
2021
Q1 | $7K | Buy |
204
+123
| +152% | +$4.22K | ﹤0.01% | 1890 |
|
|
2020
Q4 | $2K | Buy |
81
+16
| +25% | +$395 | ﹤0.01% | 2123 |
|
|
2020
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 2116 |
|
|
2020
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 1937 |
|
|
2020
Q1 | $2K | Buy |
65
+16
| +33% | +$492 | ﹤0.01% | 1933 |
|
|
2019
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 1929 |
|
|
2019
Q3 | $2K | Buy |
49
+17
| +53% | +$694 | ﹤0.01% | 1575 |
|
|
2019
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 2036 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5351 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5254 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5072 |
|