Kestra Advisory Services’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 | – | Sell |
-1,818
| Closed | -$165K | – | 4332 |
|
|
2025
Q4 | $165K | Buy |
+1,818
| New | +$166K | ﹤0.01% | 3042 |
|
|
2025
Q2 | – | Sell |
-1,940
| Closed | -$208K | – | 2987 |
|
|
2025
Q1 | $208K | Sell |
1,940
-8,162
| -81% | -$911K | ﹤0.01% | 2448 |
|
|
2024
Q4 | $1.14M | Buy |
10,102
+124
| +1% | +$16K | 0.01% | 1336 |
|
|
2024
Q3 | $1.31M | Sell |
9,978
-872
| -8% | -$105K | 0.01% | 1173 |
|
|
2024
Q2 | $1.22M | Buy |
10,850
+656
| +6% | +$76.2K | 0.01% | 1210 |
|
|
2024
Q1 | $1.25M | Sell |
10,194
-148
| -1% | -$17.2K | 0.01% | 1109 |
|
|
2023
Q4 | $1.3M | Buy |
10,342
+537
| +5% | +$58K | 0.01% | 994 |
|
|
2023
Q3 | $1M | Buy |
9,805
+103
| +1% | +$10.4K | 0.01% | 990 |
|
|
2023
Q2 | $942K | Sell |
9,702
-106
| -1% | -$8.84K | 0.01% | 1011 |
|
|
2023
Q1 | $779K | Sell |
9,808
-1,748
| -15% | -$150K | 0.01% | 1057 |
|
|
2022
Q4 | $916K | Sell |
11,556
-1,230
| -10% | -$94K | 0.01% | 1095 |
|
|
2022
Q3 | $923K | Sell |
12,786
-612
| -5% | -$48.7K | 0.01% | 1004 |
|
|
2022
Q2 | $913K | Buy |
13,398
+569
| +4% | +$42.9K | 0.01% | 1019 |
|
|
2022
Q1 | $990K | Sell |
12,829
-105
| -0.8% | -$8.76K | 0.01% | 970 |
|
|
2021
Q4 | $1.19M | Sell |
12,934
-397
| -3% | -$33.4K | 0.01% | 901 |
|
|
2021
Q3 | $906K | Buy |
13,331
+779
| +6% | +$56.6K | 0.01% | 1071 |
|
|
2021
Q2 | $933K | Buy |
12,552
+1,232
| +11% | +$97.3K | 0.01% | 980 |
|
|
2021
Q1 | $859K | Buy |
11,320
+508
| +5% | +$31.8K | 0.01% | 946 |
|
|
2020
Q4 | $612K | Buy |
10,812
+393
| +4% | +$21.6K | 0.01% | 1100 |
|
|
2020
Q3 | $589K | Buy |
+10,419
| New | +$588K | 0.01% | 816 |
|
Other funds holding UFPI
VPM
VCM
WA
