Los Angeles Capital Management’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 | $1.31M | Buy |
45,602
+10,055
| +28% | +$289K | ﹤0.01% | 575 |
|
2025
Q1 | $1.05M | Sell |
35,547
-4,148
| -10% | -$122K | ﹤0.01% | 552 |
|
2024
Q4 | $1.13M | Sell |
39,695
-7,015
| -15% | -$200K | ﹤0.01% | 578 |
|
2024
Q3 | $978K | Buy |
46,710
+6,640
| +17% | +$139K | ﹤0.01% | 660 |
|
2024
Q2 | $861K | Buy |
+40,070
| New | +$861K | ﹤0.01% | 701 |
|
2019
Q3 | – | Sell |
-15,625
| Closed | -$757K | – | 1371 |
|
2019
Q2 | $757K | Sell |
15,625
-3,137
| -17% | -$152K | ﹤0.01% | 925 |
|
2019
Q1 | $820K | Sell |
18,762
-1,240
| -6% | -$54.2K | ﹤0.01% | 925 |
|
2018
Q4 | $1.11M | Buy |
20,002
+25
| +0.1% | +$1.39K | 0.01% | 706 |
|
2018
Q3 | $1.01M | Hold |
19,977
| – | – | 0.01% | 867 |
|
2018
Q2 | $1.09M | Hold |
19,977
| – | – | 0.01% | 867 |
|
2018
Q1 | $956K | Buy |
19,977
+150
| +0.8% | +$7.18K | 0.01% | 842 |
|
2017
Q4 | $904K | Sell |
19,827
-859
| -4% | -$39.2K | ﹤0.01% | 879 |
|
2017
Q3 | $948K | Sell |
20,686
-600
| -3% | -$27.5K | 0.01% | 831 |
|
2017
Q2 | $938K | Sell |
21,286
-10
| -0% | -$441 | 0.01% | 774 |
|
2017
Q1 | $911K | Hold |
21,296
| – | – | 0.01% | 746 |
|
2016
Q4 | $1.05M | Buy |
21,296
+10,070
| +90% | +$495K | 0.01% | 696 |
|
2016
Q3 | $475K | Sell |
11,226
-125
| -1% | -$5.29K | ﹤0.01% | 931 |
|
2016
Q2 | $482K | Sell |
11,351
-1,845
| -14% | -$78.3K | ﹤0.01% | 914 |
|
2016
Q1 | $578K | Buy |
13,196
+425
| +3% | +$18.6K | 0.01% | 779 |
|
2015
Q4 | $489K | Hold |
12,771
| – | – | ﹤0.01% | 852 |
|
2015
Q3 | $448K | Hold |
12,771
| – | – | ﹤0.01% | 910 |
|
2015
Q2 | $418K | Hold |
12,771
| – | – | ﹤0.01% | 980 |
|
2015
Q1 | $406K | Hold |
12,771
| – | – | ﹤0.01% | 981 |
|
2014
Q4 | $380K | Sell |
12,771
-800
| -6% | -$23.8K | ﹤0.01% | 899 |
|
2014
Q3 | $377K | Sell |
13,571
-391
| -3% | -$10.9K | ﹤0.01% | 848 |
|
2014
Q2 | $409K | Hold |
13,962
| – | – | ﹤0.01% | 943 |
|
2014
Q1 | $424K | Hold |
13,962
| – | – | ﹤0.01% | 935 |
|
2013
Q4 | $400K | Buy |
+13,962
| New | +$400K | ﹤0.01% | 987 |
|