LS Investment Advisors’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-624
| Closed | -$17K | – | 1418 |
|
2020
Q2 | $17K | Hold |
624
| – | – | ﹤0.01% | 1437 |
|
2020
Q1 | $20K | Hold |
624
| – | – | ﹤0.01% | 1368 |
|
2019
Q4 | $27K | Sell |
624
-2,167
| -78% | -$93.8K | ﹤0.01% | 1473 |
|
2019
Q3 | $131K | Hold |
2,791
| – | – | 0.01% | 960 |
|
2019
Q2 | $135K | Buy |
2,791
+36
| +1% | +$1.74K | 0.01% | 958 |
|
2019
Q1 | $120K | Buy |
2,755
+130
| +5% | +$5.66K | 0.01% | 1015 |
|
2018
Q4 | $146K | Buy |
2,625
+2,001
| +321% | +$111K | 0.01% | 881 |
|
2018
Q3 | $32K | Hold |
624
| – | – | ﹤0.01% | 1460 |
|
2018
Q2 | $34K | Hold |
624
| – | – | ﹤0.01% | 1441 |
|
2018
Q1 | $30K | Buy |
624
+57
| +10% | +$2.74K | ﹤0.01% | 1451 |
|
2017
Q4 | $26K | Sell |
567
-194
| -25% | -$8.9K | ﹤0.01% | 1499 |
|
2017
Q3 | $35K | Hold |
761
| – | – | ﹤0.01% | 1465 |
|
2017
Q2 | $34K | Hold |
761
| – | – | ﹤0.01% | 1459 |
|
2017
Q1 | $33K | Hold |
761
| – | – | ﹤0.01% | 1450 |
|
2016
Q4 | $37K | Hold |
761
| – | – | ﹤0.01% | 1374 |
|
2016
Q3 | $32K | Buy |
761
+46
| +6% | +$1.93K | ﹤0.01% | 1380 |
|
2016
Q2 | $30K | Hold |
715
| – | – | ﹤0.01% | 1386 |
|
2016
Q1 | $31K | Hold |
715
| – | – | ﹤0.01% | 1338 |
|
2015
Q4 | $27K | Hold |
715
| – | – | ﹤0.01% | 1390 |
|
2015
Q3 | $25K | Hold |
715
| – | – | ﹤0.01% | 1411 |
|
2015
Q2 | $23K | Buy |
+715
| New | +$23K | ﹤0.01% | 1478 |
|