Fidelity Investments’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 | $1.08M | Buy |
37,712
+14,231
| +61% | +$408K | ﹤0.01% | 2689 |
|
|
2025
Q1 | $692K | Buy |
23,481
+22,883
| +3,827% | +$674K | ﹤0.01% | 2807 |
|
|
2024
Q4 | $17K | Sell |
598
-690
| -54% | -$19.6K | ﹤0.01% | 4245 |
|
|
2024
Q3 | $27K | Buy |
1,288
+252
| +24% | +$5.28K | ﹤0.01% | 4039 |
|
|
2024
Q2 | $22.3K | Sell |
1,036
-929
| -47% | -$20K | ﹤0.01% | 4019 |
|
|
2024
Q1 | $42.8K | Buy |
1,965
+73
| +4% | +$1.59K | ﹤0.01% | 3661 |
|
|
2023
Q4 | $38.1K | Buy |
1,892
+928
| +96% | +$18.7K | ﹤0.01% | 3638 |
|
|
2023
Q3 | $19K | Buy |
964
+693
| +256% | +$13.7K | ﹤0.01% | 3832 |
|
|
2023
Q2 | $6.14K | Sell |
271
-249
| -48% | -$5.64K | ﹤0.01% | 4301 |
|
|
2023
Q1 | $13.8K | Buy |
520
+114
| +28% | +$3.03K | ﹤0.01% | 4007 |
|
|
2022
Q4 | $11.1K | Sell |
406
-469
| -54% | -$12.8K | ﹤0.01% | 3976 |
|
|
2022
Q3 | $25K | Buy |
875
+224
| +34% | +$6.4K | ﹤0.01% | 3757 |
|
|
2022
Q2 | $22K | Sell |
651
-5
| -0.8% | -$169 | ﹤0.01% | 3849 |
|
|
2022
Q1 | $20K | Buy |
+656
| New | +$20K | ﹤0.01% | 4024 |
|
|
2021
Q4 | – | Sell |
-94
| Closed | -$2K | – | 4948 |
|
|
2021
Q3 | $2K | Buy |
94
+75
| +395% | +$1.6K | ﹤0.01% | 4056 |
|
|
2021
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 4112 |
|
|
2020
Q4 | – | Sell |
-14
| Closed | – | – | 4293 |
|
|
2020
Q3 | $0 | Sell |
14
-37
| -73% | – | ﹤0.01% | 4010 |
|
|
2020
Q2 | $1K | Sell |
51
-77
| -60% | -$1.51K | ﹤0.01% | 3503 |
|
|
2020
Q1 | $4K | Buy |
128
+35
| +38% | +$1.09K | ﹤0.01% | 3307 |
|
|
2019
Q4 | $4K | Hold |
93
| – | – | ﹤0.01% | 3475 |
|
|
2019
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 3463 |
|
|
2019
Q2 | $5K | Hold |
93
| – | – | ﹤0.01% | 3385 |
|
|
2019
Q1 | $4K | Sell |
93
-121
| -57% | -$5.2K | ﹤0.01% | 3321 |
|
|
2018
Q4 | $12K | Hold |
214
| – | – | ﹤0.01% | 3012 |
|
|
2018
Q3 | $11K | Buy |
+214
| New | +$11K | ﹤0.01% | 3123 |
|