IFP 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
Q2 | $7.75K | Buy |
270
+263
| +3,757% | +$7.55K | ﹤0.01% | 3078 |
|
|
2025
Q1 | $206 | Hold |
7
| – | – | ﹤0.01% | 3661 |
|
|
2024
Q4 | $199 | Buy |
+7
| New | +$199 | ﹤0.01% | 3751 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$1K | – | 4379 |
|
|
2022
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 4492 |
|
|
2022
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 4692 |
|
|
2016
Q1 | – | Sell |
-47
| Closed | -$2K | – | 3399 |
|
|
2015
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 3356 |
|