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Concourse Financial Group Securities’s UFP Technologies UFPT Stock Holding History

Concourse Financial Group Securities’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-55
Closed -$15K – 1928
2024
Q4 		$15K Buy
+55
New +$16K ﹤0.01% 1624

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BTW
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Concourse Financial Group Securities's UFPT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of UFP Technologies (UFPT) in Q1 2025, closing a stake of 55 shares — an estimated $15K sold.

Concourse Financial Group Securities first reported a position in UFPT in Q4 2024 and held it in 1 quarter. The position peaked at $15K in Q4 2024. 283 funds tracked by Wall St. Rank hold UFPT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining UFP Technologies position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 55 UFP Technologies shares in Q1 2025, an estimated $15K.
  • Concourse Financial Group Securities first reported a position in UFP Technologies in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's UFP Technologies position peaked at $15K in Q4 2024.
  • 283 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.