Envestnet Portfolio Solutions’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 | $325K | Sell |
3,267
-91
| -3% | -$9.04K | ﹤0.01% | 1302 |
|
|
2025
Q1 | $359K | Sell |
3,358
-1,024
| -23% | -$110K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $494K | Buy |
4,382
+104
| +2% | +$11.7K | ﹤0.01% | 1249 |
|
|
2024
Q3 | $561K | Buy |
4,278
+1,804
| +73% | +$237K | ﹤0.01% | 1139 |
|
|
2024
Q2 | $277K | Sell |
2,474
-236
| -9% | -$26.4K | ﹤0.01% | 1421 |
|
|
2024
Q1 | $333K | Sell |
2,710
-245
| -8% | -$30.1K | ﹤0.01% | 1303 |
|
|
2023
Q4 | $371K | Sell |
2,955
-233
| -7% | -$29.3K | ﹤0.01% | 1186 |
|
|
2023
Q3 | $326K | Buy |
+3,188
| New | +$326K | ﹤0.01% | 1186 |
|