EverSource Wealth Advisors’s United Fire Group UFCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$65.6K	Buy	1,771 +45	+3%	+$1.66K	﹤0.01%	1696
2025 Q4	$62.7K	Buy	1,726 +329	+24%	+$11.2K	﹤0.01%	1599
2025 Q3	$42.5K	Sell	1,397 -173	-11%	-$5.1K	﹤0.01%	1820
2025 Q2	$45.1K	Buy	1,570 +1,398	+813%	+$39.1K	﹤0.01%	1689
2025 Q1	$5.07K	Buy	172 +130	+310%	+$3.51K	﹤0.01%	2489
2024 Q4	$1.2K	Buy	+42	New	+$1.06K	﹤0.01%	2901
2023 Q3	–	Sell	-54	Closed	-$1.22K	–	2664
2023 Q2	$1.22K	Hold	54	–	–	﹤0.01%	2155
2023 Q1	$1.43K	Hold	54	–	–	﹤0.01%	2031
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	+$1.21K	﹤0.01%	1733