Kestra Private Wealth Services’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
1,469
-639
| -30% | -$156K | 0.01% | 1179 |
|
|
2025
Q1 | $425K | Buy |
2,108
+82
| +4% | +$16.5K | 0.01% | 1040 |
|
|
2024
Q4 | $495K | Buy |
2,026
+26
| +1% | +$6.36K | 0.01% | 919 |
|
|
2024
Q3 | $633K | Hold |
2,000
| – | – | 0.01% | 786 |
|
|
2024
Q2 | $528K | Hold |
2,000
| – | – | 0.01% | 806 |
|
|
2024
Q1 | $504K | Hold |
2,000
| – | – | 0.01% | 794 |
|
|
2023
Q4 | $344K | Buy |
2,000
+650
| +48% | +$112K | 0.01% | 888 |
|
|
2023
Q3 | $218K | Hold |
1,350
| – | – | 0.01% | 999 |
|
|
2023
Q2 | $262K | Buy |
+1,350
| New | +$262K | 0.01% | 865 |
|