LPL Financial’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 | $1.72M | Buy |
17,283
+605
| +4% | +$60.1K | ﹤0.01% | 3246 |
|
2025
Q1 | $1.79M | Buy |
16,678
+268
| +2% | +$28.7K | ﹤0.01% | 3034 |
|
2024
Q4 | $1.85M | Buy |
16,410
+484
| +3% | +$54.5K | ﹤0.01% | 2916 |
|
2024
Q3 | $2.09M | Buy |
15,926
+1,942
| +14% | +$255K | ﹤0.01% | 2666 |
|
2024
Q2 | $1.57M | Buy |
13,984
+190
| +1% | +$21.3K | ﹤0.01% | 2807 |
|
2024
Q1 | $1.7M | Buy |
13,794
+243
| +2% | +$29.9K | ﹤0.01% | 2663 |
|
2023
Q4 | $1.7M | Buy |
13,551
+2,313
| +21% | +$290K | ﹤0.01% | 2546 |
|
2023
Q3 | $1.15M | Sell |
11,238
-12,496
| -53% | -$1.28M | ﹤0.01% | 2762 |
|
2023
Q2 | $2.3M | Buy |
23,734
+1,186
| +5% | +$115K | ﹤0.01% | 2113 |
|
2023
Q1 | $1.79M | Buy |
22,548
+302
| +1% | +$24K | ﹤0.01% | 2227 |
|
2022
Q4 | $1.76M | Sell |
22,246
-61
| -0.3% | -$4.83K | ﹤0.01% | 2159 |
|
2022
Q3 | $1.61M | Sell |
22,307
-1,244
| -5% | -$89.8K | ﹤0.01% | 2149 |
|
2022
Q2 | $1.61M | Buy |
23,551
+6,040
| +34% | +$412K | ﹤0.01% | 2195 |
|
2022
Q1 | $1.35M | Buy |
17,511
+2,482
| +17% | +$191K | ﹤0.01% | 2356 |
|
2021
Q4 | $1.38M | Sell |
15,029
-490
| -3% | -$45.1K | ﹤0.01% | 2377 |
|
2021
Q3 | $1.06M | Sell |
15,519
-12,632
| -45% | -$859K | ﹤0.01% | 2557 |
|
2021
Q2 | $2.09M | Buy |
28,151
+16,121
| +134% | +$1.2M | ﹤0.01% | 1935 |
|
2021
Q1 | $912K | Buy |
12,030
+4,103
| +52% | +$311K | ﹤0.01% | 2463 |
|
2020
Q4 | $440K | Buy |
7,927
+3,262
| +70% | +$181K | ﹤0.01% | 2860 |
|
2020
Q3 | $264K | Sell |
4,665
-119
| -2% | -$6.73K | ﹤0.01% | 2981 |
|
2020
Q2 | $237K | Sell |
4,784
-1,345
| -22% | -$66.6K | ﹤0.01% | 2983 |
|
2020
Q1 | $228K | Sell |
6,129
-338
| -5% | -$12.6K | ﹤0.01% | 2706 |
|
2019
Q4 | $308K | Sell |
6,467
-332
| -5% | -$15.8K | ﹤0.01% | 2740 |
|
2019
Q3 | $271K | Buy |
6,799
+499
| +8% | +$19.9K | ﹤0.01% | 2758 |
|
2019
Q2 | $240K | Buy |
+6,300
| New | +$240K | ﹤0.01% | 2877 |
|
2018
Q3 | – | Sell |
-5,693
| Closed | -$208K | – | 3288 |
|
2018
Q2 | $208K | Buy |
+5,693
| New | +$208K | ﹤0.01% | 2937 |
|
2018
Q1 | – | Sell |
-5,595
| Closed | -$210K | – | 3225 |
|
2017
Q4 | $210K | Buy |
+5,595
| New | +$210K | ﹤0.01% | 2763 |
|
2017
Q2 | – | Sell |
-8,820
| Closed | -$274K | – | 2961 |
|
2017
Q1 | $274K | Sell |
8,820
-570
| -6% | -$17.7K | ﹤0.01% | 2271 |
|
2016
Q4 | $326K | Sell |
9,390
-828
| -8% | -$28.7K | ﹤0.01% | 2099 |
|
2016
Q3 | $334K | Sell |
10,218
-768
| -7% | -$25.1K | ﹤0.01% | 2041 |
|
2016
Q2 | $356K | Buy |
+10,986
| New | +$356K | ﹤0.01% | 1945 |
|