LPL Financial’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 | $457K | Sell |
15,929
-2,828
| -15% | -$81.2K | ﹤0.01% | 4377 |
|
|
2025
Q1 | $553K | Buy |
18,757
+887
| +5% | +$26.1K | ﹤0.01% | 4029 |
|
|
2024
Q4 | $508K | Buy |
17,870
+3,045
| +21% | +$86.6K | ﹤0.01% | 4012 |
|
|
2024
Q3 | $310K | Buy |
14,825
+1,603
| +12% | +$33.6K | ﹤0.01% | 4319 |
|
|
2024
Q2 | $284K | Buy |
13,222
+500
| +4% | +$10.7K | ﹤0.01% | 4233 |
|
|
2024
Q1 | $277K | Buy |
12,722
+2,763
| +28% | +$60.2K | ﹤0.01% | 4197 |
|
|
2023
Q4 | $200K | Buy |
+9,959
| New | +$200K | ﹤0.01% | 4330 |
|
|
2019
Q2 | – | Sell |
-12,900
| Closed | -$564K | – | 3328 |
|
|
2019
Q1 | $564K | Buy |
+12,900
| New | +$564K | ﹤0.01% | 2126 |
|