Freedom Investment Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,145
| Closed | -$281K | – | 825 |
|
|
2024
Q3 | $281K | Buy |
2,145
+24
| +1% | +$3.15K | 0.02% | 620 |
|
|
2024
Q2 | $238K | Sell |
2,121
-287
| -12% | -$32.1K | 0.02% | 675 |
|
|
2024
Q1 | $296K | Buy |
+2,408
| New | +$296K | 0.02% | 610 |
|
|
2023
Q1 | – | Sell |
-2,747
| Closed | -$218K | – | 797 |
|
|
2022
Q4 | $218K | Sell |
2,747
-261
| -9% | -$20.7K | 0.02% | 641 |
|
|
2022
Q3 | $217K | Sell |
3,008
-85
| -3% | -$6.13K | 0.03% | 652 |
|
|
2022
Q2 | $211K | Buy |
+3,093
| New | +$211K | 0.02% | 670 |
|
|
2020
Q2 | – | Sell |
-6,022
| Closed | -$296K | – | 687 |
|
|
2020
Q1 | $296K | Buy |
6,022
+745
| +14% | +$36.6K | 0.03% | 504 |
|
|
2019
Q4 | $252K | Sell |
5,277
-1,550
| -23% | -$74K | 0.02% | 553 |
|
|
2019
Q3 | $272K | Buy |
+6,827
| New | +$272K | 0.02% | 547 |
|
|
2019
Q1 | – | Sell |
-11,216
| Closed | -$291K | – | 785 |
|
|
2018
Q4 | $291K | Sell |
11,216
-452
| -4% | -$11.7K | 0.02% | 590 |
|
|
2018
Q3 | $435K | Sell |
11,668
-395
| -3% | -$14.7K | 0.03% | 583 |
|
|
2018
Q2 | $442K | Sell |
12,063
-563
| -4% | -$20.6K | 0.03% | 609 |
|
|
2018
Q1 | $410K | Buy |
12,626
+666
| +6% | +$21.6K | 0.02% | 727 |
|
|
2017
Q4 | $450K | Buy |
11,960
+1,265
| +12% | +$47.6K | 0.02% | 680 |
|
|
2017
Q3 | $350K | Buy |
+10,695
| New | +$350K | 0.02% | 765 |
|
|
2017
Q2 | – | Sell |
-7,059
| Closed | -$232K | – | 1127 |
|
|
2017
Q1 | $232K | Sell |
7,059
-21
| -0.3% | -$690 | 0.01% | 898 |
|
|
2016
Q4 | $241K | Sell |
7,080
-249
| -3% | -$8.48K | 0.02% | 793 |
|
|
2016
Q3 | $241K | Sell |
7,329
-1,863
| -20% | -$61.3K | 0.02% | 734 |
|
|
2016
Q2 | $284K | Buy |
+9,192
| New | +$284K | 0.02% | 605 |
|