Nisa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660 | Hold |
23
| – | – | ﹤0.01% | 2826 |
|
|
2025
Q1 | $678 | Hold |
23
| – | – | ﹤0.01% | 2736 |
|
|
2024
Q4 | $654 | Hold |
23
| – | – | ﹤0.01% | 2772 |
|
|
2024
Q3 | $481 | Hold |
23
| – | – | ﹤0.01% | 2729 |
|
|
2024
Q2 | $494 | Hold |
23
| – | – | ﹤0.01% | 2688 |
|
|
2024
Q1 | $501 | Hold |
23
| – | – | ﹤0.01% | 2499 |
|
|
2023
Q4 | $463 | Sell |
23
-1,467
| -98% | -$29.5K | ﹤0.01% | 2423 |
|
|
2023
Q3 | $29.4K | Hold |
1,490
| – | – | ﹤0.01% | 1889 |
|
|
2023
Q2 | $33.8K | Sell |
1,490
-23
| -2% | -$521 | ﹤0.01% | 1890 |
|
|
2023
Q1 | $40K | Hold |
1,513
| – | – | ﹤0.01% | 1785 |
|
|
2022
Q4 | $41K | Buy |
1,513
+23
| +2% | +$623 | ﹤0.01% | 1844 |
|
|
2022
Q3 | $40K | Hold |
1,490
| – | – | ﹤0.01% | 1829 |
|
|
2022
Q2 | $51K | Hold |
1,490
| – | – | ﹤0.01% | 1730 |
|
|
2022
Q1 | $46K | Hold |
1,490
| – | – | ﹤0.01% | 1870 |
|
|
2021
Q4 | $37K | Sell |
1,490
-1,210
| -45% | -$30K | ﹤0.01% | 1807 |
|
|
2021
Q3 | $62 | Hold |
2,700
| – | – | ﹤0.01% | 1879 |
|
|
2021
Q2 | $75 | Sell |
2,700
-10,000
| -79% | -$278 | ﹤0.01% | 1823 |
|
|
2021
Q1 | $442 | Hold |
12,700
| – | – | ﹤0.01% | 1202 |
|
|
2020
Q4 | $319K | Buy |
12,700
+1,865
| +17% | +$46.8K | ﹤0.01% | 1309 |
|
|
2020
Q3 | $220K | Sell |
10,835
-700
| -6% | -$14.2K | ﹤0.01% | 1279 |
|
|
2020
Q2 | $320K | Hold |
11,535
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q1 | $376K | Sell |
11,535
-700
| -6% | -$22.8K | ﹤0.01% | 1019 |
|
|
2019
Q4 | $535K | Hold |
12,235
| – | – | ﹤0.01% | 1073 |
|
|
2019
Q3 | $575K | Hold |
12,235
| – | – | 0.01% | 1049 |
|
|
2019
Q2 | $593K | Sell |
12,235
-5,000
| -29% | -$242K | 0.01% | 1021 |
|
|
2019
Q1 | $753K | Buy |
17,235
+10,000
| +138% | +$437K | 0.01% | 934 |
|
|
2018
Q4 | $401K | Sell |
7,235
-2,000
| -22% | -$111K | ﹤0.01% | 1061 |
|
|
2018
Q3 | $469K | Buy |
9,235
+8,920
| +2,832% | +$453K | ﹤0.01% | 1116 |
|
|
2018
Q2 | $17K | Sell |
315
-30
| -9% | -$1.62K | ﹤0.01% | 1567 |
|
|
2018
Q1 | $17K | Buy |
345
+25
| +8% | +$1.23K | ﹤0.01% | 1507 |
|
|
2017
Q4 | $15K | Hold |
320
| – | – | ﹤0.01% | 1627 |
|
|
2017
Q3 | $15K | Hold |
320
| – | – | ﹤0.01% | 1620 |
|
|
2017
Q2 | $14K | Hold |
320
| – | – | ﹤0.01% | 1602 |
|
|
2017
Q1 | $14K | Sell |
320
-280
| -47% | -$12.3K | ﹤0.01% | 1583 |
|
|
2016
Q4 | $30K | Hold |
600
| – | – | ﹤0.01% | 1521 |
|
|
2016
Q3 | $25K | Hold |
600
| – | – | ﹤0.01% | 1582 |
|
|
2016
Q2 | $25K | Hold |
600
| – | – | ﹤0.01% | 1540 |
|
|
2016
Q1 | $26K | Buy |
+600
| New | +$26K | ﹤0.01% | 1528 |
|
|
2013
Q4 | – | Sell |
-6,700
| Closed | -$204K | – | 1327 |
|
|
2013
Q3 | $204K | Buy |
+6,700
| New | +$204K | ﹤0.01% | 1248 |
|