LPL Financial’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
16,260
+2,110
| +15% | +$515K | ﹤0.01% | 2489 |
|
|
2025
Q1 | $2.82M | Buy |
14,150
+4,999
| +55% | +$998K | ﹤0.01% | 2615 |
|
|
2024
Q4 | $2.33M | Buy |
9,151
+1,898
| +26% | +$483K | ﹤0.01% | 2708 |
|
|
2024
Q3 | $2.3M | Buy |
7,253
+4,557
| +169% | +$1.44M | ﹤0.01% | 2566 |
|
|
2024
Q2 | $711K | Buy |
2,696
+305
| +13% | +$80.5K | ﹤0.01% | 3512 |
|
|
2024
Q1 | $603K | Sell |
2,391
-13
| -0.5% | -$3.28K | ﹤0.01% | 3575 |
|
|
2023
Q4 | $414K | Buy |
2,404
+356
| +17% | +$61.2K | ﹤0.01% | 3761 |
|
|
2023
Q3 | $331K | Buy |
+2,048
| New | +$331K | ﹤0.01% | 3792 |
|
|
2015
Q2 | – | Sell |
-9,421
| Closed | -$217K | – | 2948 |
|
|
2015
Q1 | $217K | Hold |
9,421
| – | – | ﹤0.01% | 2493 |
|
|
2014
Q4 | $232K | Buy |
+9,421
| New | +$232K | ﹤0.01% | 2382 |
|