Creative Planning’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 | $2.16M | Sell |
21,749
-9,142
| -30% | -$908K | ﹤0.01% | 1249 |
|
|
2025
Q1 | $3.31M | Buy |
30,891
+5,836
| +23% | +$625K | ﹤0.01% | 891 |
|
|
2024
Q4 | $2.82M | Buy |
25,055
+803
| +3% | +$90.5K | ﹤0.01% | 933 |
|
|
2024
Q3 | $3.18M | Buy |
24,252
+668
| +3% | +$87.6K | ﹤0.01% | 831 |
|
|
2024
Q2 | $2.64M | Buy |
23,584
+1,907
| +9% | +$214K | ﹤0.01% | 867 |
|
|
2024
Q1 | $2.67M | Buy |
21,677
+1,873
| +9% | +$230K | ﹤0.01% | 849 |
|
|
2023
Q4 | $2.49M | Buy |
19,804
+2,292
| +13% | +$288K | ﹤0.01% | 820 |
|
|
2023
Q3 | $1.79M | Buy |
17,512
+13,419
| +328% | +$1.37M | ﹤0.01% | 893 |
|
|
2023
Q2 | $397K | Buy |
4,093
+692
| +20% | +$67.2K | ﹤0.01% | 1701 |
|
|
2023
Q1 | $270K | Sell |
3,401
-429
| -11% | -$34.1K | ﹤0.01% | 1881 |
|
|
2022
Q4 | $304K | Buy |
+3,830
| New | +$304K | ﹤0.01% | 1716 |
|
|
2017
Q3 | – | Sell |
-105
| Closed | -$3K | – | 3494 |
|
|
2017
Q2 | $3K | Hold |
105
| – | – | ﹤0.01% | 4129 |
|
|
2017
Q1 | $3K | Hold |
105
| – | – | ﹤0.01% | 4111 |
|
|
2016
Q4 | $4K | Hold |
105
| – | – | ﹤0.01% | 3978 |
|
|
2016
Q3 | $3K | Hold |
105
| – | – | ﹤0.01% | 4015 |
|
|
2016
Q2 | $3K | Sell |
105
-45
| -30% | -$1.29K | ﹤0.01% | 3820 |
|
|
2016
Q1 | $4K | Buy |
150
+69
| +85% | +$1.84K | ﹤0.01% | 3661 |
|
|
2015
Q4 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 3975 |
|
|
2015
Q2 | – | Sell |
-6
| Closed | – | – | 2772 |
|
|
2015
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4235 |
|
|
2014
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 4180 |
|
|
2014
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 3996 |
|
|
2014
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 3822 |
|
|
2014
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3643 |
|
|
2013
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 3480 |
|
|
2013
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 3358 |
|
|
2013
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3121 |
|