Equitable Holdings’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,256
| Closed | -$552K | – | 1393 |
|
|
2024
Q4 | $552K | Buy |
+2,256
| New | +$552K | 0.01% | 844 |
|
|
2024
Q2 | – | Sell |
-1,102
| Closed | -$278K | – | 1246 |
|
|
2024
Q1 | $278K | Sell |
1,102
-450
| -29% | -$113K | ﹤0.01% | 973 |
|
|
2023
Q4 | $267K | Hold |
1,552
| – | – | ﹤0.01% | 973 |
|
|
2023
Q3 | $251K | Sell |
1,552
-100
| -6% | -$16.1K | ﹤0.01% | 929 |
|
|
2023
Q2 | $320K | Sell |
1,652
-650
| -28% | -$126K | ﹤0.01% | 826 |
|
|
2023
Q1 | $299K | Hold |
2,302
| – | – | ﹤0.01% | 798 |
|
|
2022
Q4 | $271K | Sell |
2,302
-300
| -12% | -$35.4K | ﹤0.01% | 761 |
|
|
2022
Q3 | $223K | Sell |
2,602
-400
| -13% | -$34.3K | ﹤0.01% | 770 |
|
|
2022
Q2 | $239K | Sell |
3,002
-500
| -14% | -$39.8K | ﹤0.01% | 764 |
|
|
2022
Q1 | $232K | Hold |
3,502
| – | – | ﹤0.01% | 800 |
|
|
2021
Q4 | $246K | Hold |
3,502
| – | – | ﹤0.01% | 769 |
|
|
2021
Q3 | $216K | Sell |
3,502
-800
| -19% | -$49.3K | ﹤0.01% | 780 |
|
|
2021
Q2 | $247K | Buy |
+4,302
| New | +$247K | ﹤0.01% | 726 |
|