Lion Street Advisors’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
9,350
| – | – | 0.08% | 229 |
|
|
2025
Q1 | $275K | Hold |
9,350
| – | – | 0.09% | 216 |
|
|
2024
Q4 | $266K | Buy |
+9,350
| New | +$266K | 0.08% | 216 |
|
|
2024
Q3 | – | Sell |
-9,350
| Closed | -$201K | – | 277 |
|
|
2024
Q2 | $201K | Buy |
+9,350
| New | +$201K | 0.07% | 255 |
|
|
2023
Q3 | – | Sell |
-13,500
| Closed | -$276K | – | 305 |
|
|
2023
Q2 | $276K | Buy |
13,500
+4,150
| +44% | +$84.8K | 0.09% | 179 |
|
|
2023
Q1 | $248K | Buy |
+9,350
| New | +$248K | 0.08% | 200 |
|