Optimum Investment Advisors’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $44.9K | Hold |
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|
2025
Q2 | $47.7K | Hold |
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|
2025
Q1 | $51.4K | Hold |
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|
2024
Q4 | $54.1K | Hold |
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|
2024
Q3 | $63K | Hold |
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|
2024
Q2 | $53.8K | Hold |
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|
2024
Q1 | $59K | Hold |
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|
2023
Q4 | $60.3K | Hold |
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|
2023
Q3 | $49.2K | Sell |
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|
2023
Q2 | $87.3K | Hold |
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|
2023
Q1 | $71.5K | Hold |
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|
2022
Q4 | $71.3K | Hold |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $61K | Hold |
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|
2022
Q1 | $69K | Hold |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $61K | Sell |
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|
2021
Q2 | $85K | Hold |
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|
2021
Q1 | $86K | Sell |
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|
2020
Q4 | $119K | Buy |
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|
2020
Q3 | $108K | Hold |
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|
2020
Q2 | $94K | Hold |
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|
2020
Q1 | $71K | Sell |
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|
2019
Q4 | $106K | Hold |
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|
2019
Q3 | $89K | Hold |
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|
2019
Q2 | $84K | Sell |
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|
2019
Q1 | $183K | Hold |
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|
2018
Q4 | $159K | Sell |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $243K | Hold |
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|
2018
Q1 | $215K | Hold |
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|
2017
Q4 | $249K | Hold |
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|
2017
Q3 | $217K | Sell |
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|
2017
Q2 | $210K | Buy |
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