LPL Financial’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.52M | Sell |
16,453
-1,009
| -6% | -$102K | ﹤0.01% | 3776 |
|
|
2025
Q4 | $1.59M | Buy |
17,462
+1,045
| +6% | +$95.7K | ﹤0.01% | 3606 |
|
|
2025
Q3 | $1.53M | Sell |
16,417
-866
| -5% | -$87.4K | ﹤0.01% | 3573 |
|
|
2025
Q2 | $1.72M | Buy |
17,283
+605
| +4% | +$61.1K | ﹤0.01% | 3270 |
|
|
2025
Q1 | $1.79M | Buy |
16,678
+268
| +2% | +$29.9K | ﹤0.01% | 3055 |
|
|
2024
Q4 | $1.85M | Buy |
16,410
+484
| +3% | +$62.4K | ﹤0.01% | 2932 |
|
|
2024
Q3 | $2.09M | Buy |
15,926
+1,942
| +14% | +$235K | ﹤0.01% | 2691 |
|
|
2024
Q2 | $1.57M | Buy |
13,984
+190
| +1% | +$22.1K | ﹤0.01% | 2834 |
|
|
2024
Q1 | $1.7M | Buy |
13,794
+243
| +2% | +$28.2K | ﹤0.01% | 2682 |
|
|
2023
Q4 | $1.7M | Buy |
13,551
+2,313
| +21% | +$250K | ﹤0.01% | 2563 |
|
|
2023
Q3 | $1.15M | Sell |
11,238
-12,496
| -53% | -$1.26M | ﹤0.01% | 2778 |
|
|
2023
Q2 | $2.3M | Buy |
23,734
+1,186
| +5% | +$98.9K | ﹤0.01% | 2119 |
|
|
2023
Q1 | $1.79M | Buy |
22,548
+302
| +1% | +$25.8K | ﹤0.01% | 2230 |
|
|
2022
Q4 | $1.76M | Sell |
22,246
-61
| -0.3% | -$4.66K | ﹤0.01% | 2162 |
|
|
2022
Q3 | $1.61M | Sell |
22,307
-1,244
| -5% | -$98.9K | ﹤0.01% | 2152 |
|
|
2022
Q2 | $1.6M | Buy |
23,551
+6,040
| +34% | +$455K | ﹤0.01% | 2200 |
|
|
2022
Q1 | $1.35M | Buy |
17,511
+2,482
| +17% | +$207K | ﹤0.01% | 2362 |
|
|
2021
Q4 | $1.38M | Sell |
15,029
-490
| -3% | -$41.2K | ﹤0.01% | 2386 |
|
|
2021
Q3 | $1.05M | Sell |
15,519
-12,632
| -45% | -$918K | ﹤0.01% | 2569 |
|
|
2021
Q2 | $2.09M | Buy |
28,151
+16,121
| +134% | +$1.27M | ﹤0.01% | 1940 |
|
|
2021
Q1 | $912K | Buy |
12,030
+4,103
| +52% | +$257K | ﹤0.01% | 2469 |
|
|
2020
Q4 | $440K | Buy |
7,927
+3,262
| +70% | +$179K | ﹤0.01% | 2869 |
|
|
2020
Q3 | $264K | Sell |
4,665
-119
| -2% | -$6.71K | ﹤0.01% | 2999 |
|
|
2020
Q2 | $237K | Sell |
4,784
-1,345
| -22% | -$57.3K | ﹤0.01% | 3007 |
|
|
2020
Q1 | $228K | Sell |
6,129
-338
| -5% | -$15.5K | ﹤0.01% | 2714 |
|
|
2019
Q4 | $308K | Sell |
6,467
-332
| -5% | -$15.6K | ﹤0.01% | 2754 |
|
|
2019
Q3 | $271K | Buy |
6,799
+499
| +8% | +$19.4K | ﹤0.01% | 2764 |
|
|
2019
Q2 | $240K | Buy |
+6,300
| New | +$218K | ﹤0.01% | 2889 |
|
|
2018
Q3 | – | Sell |
-5,693
| Closed | -$208K | – | 3309 |
|
|
2018
Q2 | $208K | Buy |
+5,693
| New | +$199K | ﹤0.01% | 2957 |
|
|
2018
Q1 | – | Sell |
-5,595
| Closed | -$210K | – | 3252 |
|
|
2017
Q4 | $210K | Buy |
+5,595
| New | +$206K | ﹤0.01% | 2784 |
|
|
2017
Q2 | – | Sell |
-8,820
| Closed | -$274K | – | 2967 |
|
|
2017
Q1 | $274K | Sell |
8,820
-570
| -6% | -$19K | ﹤0.01% | 2271 |
|
|
2016
Q4 | $326K | Sell |
9,390
-828
| -8% | -$27K | ﹤0.01% | 2099 |
|
|
2016
Q3 | $334K | Sell |
10,218
-768
| -7% | -$26.6K | ﹤0.01% | 2043 |
|
|
2016
Q2 | $356K | Buy |
+10,986
| New | +$309K | ﹤0.01% | 1945 |
|
Other funds holding UFPI
VPM
VCM
WA
