Dakota Wealth Management’s UFP Technologies UFPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$229K	Sell	936 -73	-7%	-$17.8K	﹤0.01%	694
2025 Q1	$204K	Buy	+1,009	New	+$204K	﹤0.01%	710
2023 Q4	–	Sell	-1,440	Closed	-$232K	–	700
2023 Q3	$232K	Hold	1,440	–	–	0.01%	551
2023 Q2	$279K	Buy	+1,440	New	+$279K	0.01%	497