NewEdge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,499
| Closed | -$73.6K | – | 4162 |
|
|
2025
Q1 | $73.6K | Buy |
2,499
+375
| +18% | +$11K | ﹤0.01% | 2400 |
|
|
2024
Q4 | $60.4K | Buy |
+2,124
| New | +$60.4K | ﹤0.01% | 2461 |
|
|
2023
Q2 | – | Sell |
-172
| Closed | -$4.57K | – | 3638 |
|
|
2023
Q1 | $4.57K | Sell |
172
-1,701
| -91% | -$45.2K | ﹤0.01% | 2808 |
|
|
2022
Q4 | $43.1K | Buy |
+1,873
| New | +$43.1K | ﹤0.01% | 1782 |
|