EverSource Wealth Advisors’s United Fire Group UFCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1K | Buy |
1,570
+1,398
| +813% | +$40.1K | ﹤0.01% | 1682 |
|
|
2025
Q1 | $5.07K | Buy |
172
+130
| +310% | +$3.83K | ﹤0.01% | 2487 |
|
|
2024
Q4 | $1.2K | Buy |
+42
| New | +$1.2K | ﹤0.01% | 2901 |
|
|
2023
Q3 | – | Sell |
-54
| Closed | -$1.22K | – | 2677 |
|
|
2023
Q2 | $1.22K | Hold |
54
| – | – | ﹤0.01% | 2154 |
|
|
2023
Q1 | $1.43K | Hold |
54
| – | – | ﹤0.01% | 2030 |
|
|
2022
Q4 | $1.48K | Hold |
54
| – | – | ﹤0.01% | 1997 |
|
|
2022
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 1736 |
|
|
2022
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 1582 |
|
|
2022
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 1593 |
|
|
2021
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 1733 |
|