LGT Financial Advisors’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-47
| Closed | -$5.3K | – | 701 |
|
|
2024
Q4 | $5.3K | Sell |
47
-7
| -13% | -$789 | 0.01% | 538 |
|
|
2024
Q3 | $7.09K | Hold |
54
| – | – | 0.02% | 471 |
|
|
2024
Q2 | $6.05K | Hold |
54
| – | – | 0.01% | 561 |
|
|
2024
Q1 | $6.64K | Hold |
54
| – | – | 0.01% | 563 |
|
|
2023
Q4 | $6.78K | Hold |
54
| – | – | 0.01% | 561 |
|
|
2023
Q3 | $5.53K | Buy |
+54
| New | +$5.53K | 0.01% | 594 |
|