HighTower Advisors’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
Q1 | – | Sell |
-11,502
| Closed | -$327K | – | 3682 |
|
|
2024
Q4 | $327K | Sell |
11,502
-352
| -3% | -$10K | ﹤0.01% | 2810 |
|
|
2024
Q3 | $256K | Buy |
+11,854
| New | +$256K | ﹤0.01% | 2928 |
|
|
2023
Q4 | – | Sell |
-10,599
| Closed | -$214K | – | 3510 |
|
|
2023
Q3 | $214K | Buy |
+10,599
| New | +$214K | ﹤0.01% | 2850 |
|