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