Legacy Trust’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.5K | Sell |
840
-45
| -5% | -$4.47K | 0.02% | 143 |
|
|
2025
Q1 | $94.7K | Sell |
885
-124
| -12% | -$13.3K | 0.02% | 158 |
|
|
2024
Q4 | $114K | Hold |
1,009
| – | – | 0.03% | 156 |
|
|
2024
Q3 | $132K | Hold |
1,009
| – | – | 0.03% | 159 |
|
|
2024
Q2 | $113K | Sell |
1,009
-10,000
| -91% | -$1.12M | 0.03% | 143 |
|
|
2024
Q1 | $1.35M | Buy |
11,009
+124
| +1% | +$15.3K | 0.34% | 66 |
|
|
2023
Q4 | $1.37M | Sell |
10,885
-2,000
| -16% | -$251K | 0.36% | 70 |
|
|
2023
Q3 | $1.32M | Hold |
12,885
| – | – | 0.38% | 69 |
|
|
2023
Q2 | $1.25M | Hold |
12,885
| – | – | 0.34% | 70 |
|
|
2023
Q1 | $1.02M | Hold |
12,885
| – | – | 0.3% | 73 |
|
|
2022
Q4 | $1.02M | Buy |
+12,885
| New | +$1.02M | 0.32% | 71 |
|