CX Institutional’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 | $220K | Sell |
2,216
-346
| -14% | -$34.4K | 0.01% | 600 |
|
|
2025
Q1 | $274K | Buy |
+2,562
| New | +$274K | 0.01% | 508 |
|
|
2024
Q4 | – | Sell |
-11,305
| Closed | -$1.48M | – | 589 |
|
|
2024
Q3 | $1.48M | Buy |
11,305
+377
| +3% | +$49.5K | 0.07% | 227 |
|
|
2024
Q2 | $1.22M | Buy |
10,928
+2
| +0% | +$224 | 0.06% | 248 |
|
|
2024
Q1 | $1.34M | Sell |
10,926
-2,002
| -15% | -$246K | 0.06% | 237 |
|
|
2023
Q4 | $1.62M | Sell |
12,928
-644
| -5% | -$80.9K | 0.09% | 202 |
|
|
2023
Q3 | $1.39M | Sell |
13,572
-41,442
| -75% | -$4.24M | 0.08% | 217 |
|
|
2023
Q2 | $5.34M | Buy |
55,014
+16,609
| +43% | +$1.61M | 0.28% | 103 |
|
|
2023
Q1 | $3.06M | Buy |
38,405
+24,471
| +176% | +$1.95M | 0.16% | 186 |
|
|
2022
Q4 | $1.1M | Buy |
13,934
+1,003
| +8% | +$79.5K | 0.07% | 263 |
|
|
2022
Q3 | $933K | Buy |
12,931
+12,231
| +1,747% | +$882K | 0.06% | 269 |
|
|
2022
Q2 | $48K | Buy |
+700
| New | +$48K | ﹤0.01% | 684 |
|
|
2021
Q4 | – | Sell |
-700
| Closed | -$48K | – | 859 |
|
|
2021
Q3 | $48K | Hold |
700
| – | – | ﹤0.01% | 590 |
|
|
2021
Q2 | $52K | Hold |
700
| – | – | ﹤0.01% | 559 |
|
|
2021
Q1 | $53K | Hold |
700
| – | – | ﹤0.01% | 484 |
|
|
2020
Q4 | $39K | Hold |
700
| – | – | ﹤0.01% | 489 |
|
|
2020
Q3 | $40K | Buy |
+700
| New | +$40K | ﹤0.01% | 425 |
|
|
2019
Q3 | – | Sell |
-34
| Closed | -$1K | – | 943 |
|
|
2019
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 908 |
|