IFP Advisors’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.4K | Sell |
363
-51
| -12% | -$5.16K | ﹤0.01% | 2480 |
|
|
2025
Q4 | $37.7K | Buy |
414
+190
| +85% | +$17.4K | ﹤0.01% | 2356 |
|
|
2025
Q3 | $20.9K | Buy |
224
+163
| +267% | +$16.5K | ﹤0.01% | 2548 |
|
|
2025
Q2 | $31.5K | Sell |
61
-842
| -93% | -$85K | ﹤0.01% | 2293 |
|
|
2025
Q1 | $96.9K | Sell |
903
-425
| -32% | -$47.4K | ﹤0.01% | 1545 |
|
|
2024
Q4 | $150K | Sell |
1,328
-230
| -15% | -$29.6K | ﹤0.01% | 1280 |
|
|
2024
Q3 | $205K | Buy |
1,558
+1,541
| +9,065% | +$186K | 0.01% | 1074 |
|
|
2024
Q2 | $1.9K | Sell |
17
-22
| -56% | -$2.56K | ﹤0.01% | 2826 |
|
|
2024
Q1 | $4.82K | Sell |
39
-122
| -76% | -$14.2K | ﹤0.01% | 2463 |
|
|
2023
Q4 | $20.3K | Buy |
161
+144
| +847% | +$15.5K | ﹤0.01% | 1907 |
|
|
2023
Q3 | $1.74K | Hold |
17
| – | – | ﹤0.01% | 2874 |
|
|
2023
Q2 | $1.65K | Sell |
17
-500
| -97% | -$41.7K | ﹤0.01% | 2939 |
|
|
2023
Q1 | $21.1K | Sell |
517
-707
| -58% | -$60.5K | ﹤0.01% | 1996 |
|
|
2022
Q4 | $66K | Sell |
1,224
-3
| -0.2% | -$229 | ﹤0.01% | 2038 |
|
|
2022
Q3 | $67K | Buy |
1,227
+541
| +79% | +$43K | ﹤0.01% | 2160 |
|
|
2022
Q2 | $46K | Hold |
686
| – | – | ﹤0.01% | 2218 |
|
|
2022
Q1 | $46K | Buy |
686
+636
| +1,272% | +$53.1K | ﹤0.01% | 2218 |
|
|
2021
Q4 | $5K | Buy |
50
+8
| +19% | +$673 | ﹤0.01% | 2517 |
|
|
2021
Q3 | $3K | Sell |
42
-4,560
| -99% | -$331K | ﹤0.01% | 2761 |
|
|
2021
Q2 | $345K | Buy |
+4,602
| New | +$363K | 0.01% | 672 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4270 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4068 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3916 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3739 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3681 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3604 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3655 |
|
|
2019
Q1 | – | Sell |
-907
| Closed | -$23K | – | 3405 |
|
|
2018
Q4 | $23K | Buy |
907
+110
| +14% | +$3.16K | ﹤0.01% | 2056 |
|
|
2018
Q3 | $28K | Buy |
797
+674
| +548% | +$24.9K | ﹤0.01% | 2262 |
|
|
2018
Q2 | $5K | Hold |
123
| – | – | ﹤0.01% | 3287 |
|
|
2018
Q1 | $5K | Hold |
123
| – | – | ﹤0.01% | 3194 |
|
|
2017
Q4 | $5K | Hold |
123
| – | – | ﹤0.01% | 3241 |
|
|
2017
Q3 | $4K | Buy |
123
+105
| +583% | +$3.03K | ﹤0.01% | 3543 |
|
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 3950 |
|
|
2017
Q1 | $1K | Sell |
18
-345
| -95% | -$11.5K | ﹤0.01% | 3864 |
|
|
2016
Q4 | $12K | Hold |
363
| – | – | ﹤0.01% | 2806 |
|
|
2016
Q3 | $12K | Hold |
363
| – | – | ﹤0.01% | 2730 |
|
|
2016
Q2 | $11K | Buy |
+363
| New | +$10.2K | ﹤0.01% | 2695 |
|
|
2016
Q1 | – | Sell |
-345
| Closed | -$8K | – | 3401 |
|
|
2015
Q4 | $8K | Buy |
+345
| New | +$8.2K | ﹤0.01% | 2712 |
|
Other funds holding UFPI
VPM
VCM
WA
