Envestnet Asset Management’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Sell |
136,021
-459
| -0.3% | -$13.2K | ﹤0.01% | 2362 |
|
|
2025
Q1 | $4.02M | Sell |
136,480
-49,496
| -27% | -$1.46M | ﹤0.01% | 2285 |
|
|
2024
Q4 | $5.29M | Sell |
185,976
-965
| -0.5% | -$27.5K | ﹤0.01% | 2065 |
|
|
2024
Q3 | $3.91M | Sell |
186,941
-3,731
| -2% | -$78.1K | ﹤0.01% | 2257 |
|
|
2024
Q2 | $4.1M | Buy |
190,672
+2,541
| +1% | +$54.6K | ﹤0.01% | 2162 |
|
|
2024
Q1 | $4.1M | Buy |
188,131
+12,259
| +7% | +$267K | ﹤0.01% | 2119 |
|
|
2023
Q4 | $3.54M | Sell |
175,872
-2,169
| -1% | -$43.6K | ﹤0.01% | 2124 |
|
|
2023
Q3 | $3.52M | Buy |
178,041
+93,810
| +111% | +$1.85M | ﹤0.01% | 2030 |
|
|
2023
Q2 | $1.91M | Sell |
84,231
-76,775
| -48% | -$1.74M | ﹤0.01% | 2314 |
|
|
2023
Q1 | $2.15M | Buy |
161,006
+80,919
| +101% | +$1.08M | ﹤0.01% | 2159 |
|
|
2022
Q4 | $2.19M | Sell |
80,087
-1,291
| -2% | -$35.3K | ﹤0.01% | 2102 |
|
|
2022
Q3 | $2.34M | Buy |
81,378
+7,380
| +10% | +$212K | ﹤0.01% | 1991 |
|
|
2022
Q2 | $2.53M | Buy |
73,998
+2,276
| +3% | +$77.9K | ﹤0.01% | 1954 |
|
|
2022
Q1 | $2.23M | Buy |
71,722
+6,388
| +10% | +$198K | ﹤0.01% | 2132 |
|
|
2021
Q4 | $1.52M | Buy |
65,334
+2,052
| +3% | +$47.6K | ﹤0.01% | 2342 |
|
|
2021
Q3 | $1.46M | Buy |
63,282
+3,309
| +6% | +$76.4K | ﹤0.01% | 2305 |
|
|
2021
Q2 | $1.66M | Buy |
59,973
+4,934
| +9% | +$137K | ﹤0.01% | 2181 |
|
|
2021
Q1 | $1.92M | Buy |
55,039
+21,212
| +63% | +$738K | ﹤0.01% | 1962 |
|
|
2020
Q4 | $849K | Buy |
33,827
+6,590
| +24% | +$165K | ﹤0.01% | 2328 |
|
|
2020
Q3 | $553K | Buy |
27,237
+1,233
| +5% | +$25K | ﹤0.01% | 2397 |
|
|
2020
Q2 | $721K | Buy |
26,004
+1,996
| +8% | +$55.3K | ﹤0.01% | 2167 |
|
|
2020
Q1 | $783K | Buy |
24,008
+813
| +4% | +$26.5K | ﹤0.01% | 1966 |
|
|
2019
Q4 | $1.01M | Buy |
23,195
+537
| +2% | +$23.5K | ﹤0.01% | 2012 |
|
|
2019
Q3 | $1.06M | Buy |
22,658
+1,418
| +7% | +$66.6K | ﹤0.01% | 1908 |
|
|
2019
Q2 | $1.03M | Sell |
21,240
-963
| -4% | -$46.7K | ﹤0.01% | 1931 |
|
|
2019
Q1 | $971K | Buy |
22,203
+1,429
| +7% | +$62.5K | ﹤0.01% | 1924 |
|
|
2018
Q4 | $1.15M | Buy |
+20,774
| New | +$1.15M | ﹤0.01% | 1649 |
|
|
2018
Q3 | – | Sell |
-493
| Closed | -$27K | – | 2539 |
|
|
2018
Q2 | $27K | Buy |
493
+364
| +282% | +$19.9K | ﹤0.01% | 2358 |
|
|
2018
Q1 | $6K | Hold |
129
| – | – | ﹤0.01% | 2586 |
|
|
2017
Q4 | $6K | Hold |
129
| – | – | ﹤0.01% | 2720 |
|
|
2017
Q3 | $7K | Sell |
129
-14
| -10% | -$760 | ﹤0.01% | 2664 |
|
|
2017
Q2 | $6K | Sell |
143
-1,587
| -92% | -$66.6K | ﹤0.01% | 2809 |
|
|
2017
Q1 | $74K | Sell |
1,730
-448
| -21% | -$19.2K | ﹤0.01% | 2294 |
|
|
2016
Q4 | $107K | Sell |
2,178
-235
| -10% | -$11.5K | ﹤0.01% | 2161 |
|
|
2016
Q3 | $102K | Sell |
2,413
-2,548
| -51% | -$108K | ﹤0.01% | 2304 |
|
|
2016
Q2 | $210K | Sell |
4,961
-51
| -1% | -$2.16K | ﹤0.01% | 2068 |
|
|
2016
Q1 | $220K | Buy |
5,012
+646
| +15% | +$28.4K | ﹤0.01% | 2013 |
|
|
2015
Q4 | $167K | Buy |
4,366
+92
| +2% | +$3.52K | ﹤0.01% | 2133 |
|
|
2015
Q3 | $150K | Buy |
+4,274
| New | +$150K | ﹤0.01% | 2164 |
|