Concourse Financial Group Securities’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-207
| Closed | -$24.4K | – | 7880 |
|
|
2024
Q4 | $24.4K | Sell |
207
-4
| -2% | -$471 | ﹤0.01% | 1487 |
|
|
2024
Q3 | $27.7K | Sell |
211
-17
| -7% | -$2.23K | ﹤0.01% | 1421 |
|
|
2024
Q2 | $25.5K | Sell |
228
-10
| -4% | -$1.12K | ﹤0.01% | 1437 |
|
|
2024
Q1 | $29.3K | Sell |
238
-395
| -62% | -$48.6K | ﹤0.01% | 1393 |
|
|
2023
Q4 | $79.5K | Buy |
633
+17
| +3% | +$2.13K | 0.01% | 972 |
|
|
2023
Q3 | $63.1K | Sell |
616
-40
| -6% | -$4.1K | ﹤0.01% | 989 |
|
|
2023
Q2 | $63.7K | Sell |
656
-170
| -21% | -$16.5K | ﹤0.01% | 1007 |
|
|
2023
Q1 | $65.6K | Buy |
826
+37
| +5% | +$2.94K | 0.01% | 996 |
|
|
2022
Q4 | $62.5K | Sell |
789
-22
| -3% | -$1.74K | 0.01% | 989 |
|
|
2022
Q3 | $59K | Sell |
811
-264
| -25% | -$19.2K | 0.01% | 898 |
|
|
2022
Q2 | $73K | Sell |
1,075
-205
| -16% | -$13.9K | 0.01% | 935 |
|
|
2022
Q1 | $99K | Buy |
1,280
+31
| +2% | +$2.4K | 0.01% | 867 |
|
|
2021
Q4 | $115K | Buy |
1,249
+78
| +7% | +$7.18K | 0.01% | 947 |
|
|
2021
Q3 | $80K | Buy |
1,171
+327
| +39% | +$22.3K | ﹤0.01% | 1100 |
|
|
2021
Q2 | $63K | Buy |
844
+477
| +130% | +$35.6K | ﹤0.01% | 1198 |
|
|
2021
Q1 | $28K | Buy |
+367
| New | +$28K | ﹤0.01% | 1453 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6065 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5855 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5701 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5635 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5551 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5386 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5448 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5353 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5256 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5074 |
|