Kestra Private Wealth Services’s UFP Technologies UFPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Sell
2025
Q2
$359K Sell
2025
Q1
$425K Buy
2024
Q4
$495K Buy
2024
Q3
$633K Hold
2024
Q2
$528K Hold
2024
Q1
$504K Hold
2023
Q4
$344K Buy
2023
Q3
$218K Hold
2023
Q2
$262K Buy