D.A. Davidson & Co’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $560K | Buy |
6,082
+2,010
| +49% | +$203K | ﹤0.01% | 1129 |
|
|
2025
Q4 | $371K | Sell |
4,072
-65
| -2% | -$5.95K | ﹤0.01% | 1252 |
|
|
2025
Q3 | $387K | Sell |
4,137
-200
| -5% | -$20.2K | ﹤0.01% | 1221 |
|
|
2025
Q2 | $431K | Sell |
4,337
-530
| -11% | -$53.5K | ﹤0.01% | 1114 |
|
|
2025
Q1 | $521K | Sell |
4,867
-1,355
| -22% | -$151K | ﹤0.01% | 999 |
|
|
2024
Q4 | $701K | Buy |
6,222
+2,663
| +75% | +$343K | 0.01% | 898 |
|
|
2024
Q3 | $467K | Sell |
3,559
-11,460
| -76% | -$1.38M | ﹤0.01% | 1036 |
|
|
2024
Q2 | $1.68M | Sell |
15,019
-2,384
| -14% | -$277K | 0.01% | 575 |
|
|
2024
Q1 | $2.14M | Sell |
17,403
-1,033
| -6% | -$120K | 0.02% | 509 |
|
|
2023
Q4 | $2.31M | Sell |
18,436
-4,353
| -19% | -$470K | 0.02% | 466 |
|
|
2023
Q3 | $2.33M | Buy |
22,789
+2,807
| +14% | +$284K | 0.03% | 430 |
|
|
2023
Q2 | $1.94M | Buy |
19,982
+3,086
| +18% | +$257K | 0.02% | 493 |
|
|
2023
Q1 | $1.34M | Buy |
16,896
+32
| +0.2% | +$2.74K | 0.02% | 573 |
|
|
2022
Q4 | $1.34M | Buy |
16,864
+5,649
| +50% | +$432K | 0.02% | 543 |
|
|
2022
Q3 | $809K | Buy |
11,215
+2,890
| +35% | +$230K | 0.01% | 657 |
|
|
2022
Q2 | $567K | Sell |
8,325
-1,025
| -11% | -$77.2K | 0.01% | 783 |
|
|
2022
Q1 | $721K | Buy |
9,350
+475
| +5% | +$39.6K | 0.01% | 749 |
|
|
2021
Q4 | $817K | Buy |
8,875
+300
| +3% | +$25.2K | 0.01% | 712 |
|
|
2021
Q3 | $583K | Sell |
8,575
-450
| -5% | -$32.7K | 0.01% | 787 |
|
|
2021
Q2 | $671K | Sell |
9,025
-450
| -5% | -$35.5K | 0.01% | 745 |
|
|
2021
Q1 | $719K | Buy |
+9,475
| New | +$593K | 0.01% | 688 |
|
|
2017
Q3 | – | Sell |
-468
| Closed | -$13K | – | 1940 |
|
|
2017
Q2 | $13K | Buy |
+468
| New | +$14.2K | ﹤0.01% | 1959 |
|
Other funds holding UFPI
VPM
VCM
WA
