Optimum Investment Advisors’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.7K | Hold |
480
| – | – | 0.02% | 351 |
|
|
2025
Q1 | $51.4K | Hold |
480
| – | – | 0.02% | 330 |
|
|
2024
Q4 | $54.1K | Hold |
480
| – | – | 0.02% | 329 |
|
|
2024
Q3 | $63K | Hold |
480
| – | – | 0.03% | 328 |
|
|
2024
Q2 | $53.8K | Hold |
480
| – | – | 0.02% | 351 |
|
|
2024
Q1 | $59K | Hold |
480
| – | – | 0.03% | 348 |
|
|
2023
Q4 | $60.3K | Hold |
480
| – | – | 0.03% | 328 |
|
|
2023
Q3 | $49.2K | Sell |
480
-420
| -47% | -$43K | 0.03% | 366 |
|
|
2023
Q2 | $87.3K | Hold |
900
| – | – | 0.04% | 296 |
|
|
2023
Q1 | $71.5K | Hold |
900
| – | – | 0.04% | 321 |
|
|
2022
Q4 | $71.3K | Hold |
900
| – | – | 0.04% | 326 |
|
|
2022
Q3 | $65K | Hold |
900
| – | – | 0.04% | 341 |
|
|
2022
Q2 | $61K | Hold |
900
| – | – | 0.03% | 363 |
|
|
2022
Q1 | $69K | Hold |
900
| – | – | 0.03% | 379 |
|
|
2021
Q4 | $83K | Hold |
900
| – | – | 0.03% | 373 |
|
|
2021
Q3 | $61K | Sell |
900
-240
| -21% | -$16.3K | 0.03% | 423 |
|
|
2021
Q2 | $85K | Hold |
1,140
| – | – | 0.03% | 412 |
|
|
2021
Q1 | $86K | Sell |
1,140
-1,005
| -47% | -$75.8K | 0.03% | 401 |
|
|
2020
Q4 | $119K | Buy |
2,145
+240
| +13% | +$13.3K | 0.04% | 325 |
|
|
2020
Q3 | $108K | Hold |
1,905
| – | – | 0.04% | 324 |
|
|
2020
Q2 | $94K | Hold |
1,905
| – | – | 0.03% | 337 |
|
|
2020
Q1 | $71K | Sell |
1,905
-315
| -14% | -$11.7K | 0.03% | 359 |
|
|
2019
Q4 | $106K | Hold |
2,220
| – | – | 0.03% | 386 |
|
|
2019
Q3 | $89K | Hold |
2,220
| – | – | 0.03% | 391 |
|
|
2019
Q2 | $84K | Sell |
2,220
-3,900
| -64% | -$148K | 0.03% | 407 |
|
|
2019
Q1 | $183K | Hold |
6,120
| – | – | 0.06% | 285 |
|
|
2018
Q4 | $159K | Sell |
6,120
-510
| -8% | -$13.3K | 0.05% | 292 |
|
|
2018
Q3 | $234K | Hold |
6,630
| – | – | 0.06% | 279 |
|
|
2018
Q2 | $243K | Hold |
6,630
| – | – | 0.07% | 268 |
|
|
2018
Q1 | $215K | Hold |
6,630
| – | – | 0.06% | 278 |
|
|
2017
Q4 | $249K | Hold |
6,630
| – | – | 0.08% | 263 |
|
|
2017
Q3 | $217K | Sell |
6,630
-600
| -8% | -$19.6K | 0.07% | 270 |
|
|
2017
Q2 | $210K | Buy |
+7,230
| New | +$210K | 0.07% | 272 |
|