HSBC Holdings’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 | $887K | Buy |
31,098
+6,143
| +25% | +$175K | ﹤0.01% | 1443 |
|
|
2025
Q1 | $739K | Buy |
24,955
+4,162
| +20% | +$123K | ﹤0.01% | 1473 |
|
|
2024
Q4 | $591K | Sell |
20,793
-2,059
| -9% | -$58.6K | ﹤0.01% | 1694 |
|
|
2024
Q3 | $475K | Sell |
22,852
-77
| -0.3% | -$1.6K | ﹤0.01% | 1680 |
|
|
2024
Q2 | $490K | Sell |
22,929
-110
| -0.5% | -$2.35K | ﹤0.01% | 1640 |
|
|
2024
Q1 | $502K | Buy |
23,039
+3,929
| +21% | +$85.5K | ﹤0.01% | 1713 |
|
|
2023
Q4 | $384K | Buy |
+19,110
| New | +$384K | ﹤0.01% | 1731 |
|
|
2023
Q1 | – | Sell |
-11,038
| Closed | -$301K | – | 2503 |
|
|
2022
Q4 | $301K | Buy |
11,038
+2,843
| +35% | +$77.6K | ﹤0.01% | 2090 |
|
|
2022
Q3 | $243K | Sell |
8,195
-2,144
| -21% | -$63.6K | ﹤0.01% | 2096 |
|
|
2022
Q2 | $352K | Sell |
10,339
-692
| -6% | -$23.6K | ﹤0.01% | 2142 |
|
|
2022
Q1 | $343K | Buy |
11,031
+2,423
| +28% | +$75.3K | ﹤0.01% | 2308 |
|
|
2021
Q4 | $200K | Sell |
8,608
-109
| -1% | -$2.53K | ﹤0.01% | 2555 |
|
|
2021
Q3 | $203K | Buy |
+8,717
| New | +$203K | ﹤0.01% | 2319 |
|
|
2021
Q2 | – | Sell |
-8,821
| Closed | -$307K | – | 2588 |
|
|
2021
Q1 | $307K | Sell |
8,821
-11,054
| -56% | -$385K | ﹤0.01% | 1929 |
|
|
2020
Q4 | $501K | Buy |
19,875
+4,508
| +29% | +$114K | ﹤0.01% | 1792 |
|
|
2020
Q3 | $312K | Sell |
15,367
-103
| -0.7% | -$2.09K | ﹤0.01% | 1820 |
|
|
2020
Q2 | $429K | Buy |
+15,470
| New | +$429K | ﹤0.01% | 1585 |
|
|
2017
Q1 | – | Sell |
-4,767
| Closed | -$234K | – | 2076 |
|
|
2016
Q4 | $234K | Buy |
+4,767
| New | +$234K | ﹤0.01% | 1995 |
|