Hillsdale Investment Management’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 | $5.62M | Buy |
195,868
+42,400
| +28% | +$1.22M | 0.21% | 129 |
|
|
2025
Q1 | $4.52M | Buy |
153,468
+73,200
| +91% | +$2.16M | 0.23% | 80 |
|
|
2024
Q4 | $2.28M | Hold |
80,268
| – | – | 0.12% | 207 |
|
|
2024
Q3 | $1.68M | Buy |
+80,268
| New | +$1.68M | 0.13% | 207 |
|
|
2019
Q3 | – | Sell |
-2,100
| Closed | -$102K | – | 679 |
|
|
2019
Q2 | $102K | Buy |
+2,100
| New | +$102K | 0.01% | 419 |
|
|
2018
Q3 | – | Sell |
-140
| Closed | -$8K | – | 551 |
|
|
2018
Q2 | $8K | Buy |
+140
| New | +$8K | ﹤0.01% | 379 |
|
|
2016
Q2 | – | Sell |
-9,000
| Closed | -$394K | – | 563 |
|
|
2016
Q1 | $394K | Sell |
9,000
-2,000
| -18% | -$87.6K | 0.13% | 163 |
|
|
2015
Q4 | $421K | Buy |
11,000
+4,300
| +64% | +$165K | 0.16% | 120 |
|
|
2015
Q3 | $235K | Buy |
+6,700
| New | +$235K | 0.08% | 271 |
|
|
2014
Q2 | – | Sell |
-13,200
| Closed | -$401K | – | 593 |
|
|
2014
Q1 | $401K | Buy |
13,200
+4,000
| +43% | +$122K | 0.11% | 119 |
|
|
2013
Q4 | $264K | Buy |
+9,200
| New | +$264K | 0.08% | 243 |
|