Osaic Holdings’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 | $246K | Buy |
8,633
+439
| +5% | +$12.5K | ﹤0.01% | 3430 |
|
2025
Q1 | $241K | Sell |
8,194
-706
| -8% | -$20.8K | ﹤0.01% | 3476 |
|
2024
Q4 | $253K | Buy |
8,900
+4,794
| +117% | +$136K | ﹤0.01% | 3391 |
|
2024
Q3 | $85.9K | Sell |
4,106
-249
| -6% | -$5.21K | ﹤0.01% | 4328 |
|
2024
Q2 | $93.6K | Sell |
4,355
-87
| -2% | -$1.87K | ﹤0.01% | 4181 |
|
2024
Q1 | $96.7K | Sell |
4,442
-4,518
| -50% | -$98.4K | ﹤0.01% | 4272 |
|
2023
Q4 | $180K | Sell |
8,960
-301
| -3% | -$6.06K | ﹤0.01% | 4008 |
|
2023
Q3 | $183K | Buy |
9,261
+2,210
| +31% | +$43.7K | ﹤0.01% | 4058 |
|
2023
Q2 | $160K | Sell |
7,051
-48
| -0.7% | -$1.09K | ﹤0.01% | 4069 |
|
2023
Q1 | $189K | Sell |
7,099
-92
| -1% | -$2.44K | ﹤0.01% | 3915 |
|
2022
Q4 | $197K | Sell |
7,191
-305
| -4% | -$8.34K | ﹤0.01% | 3855 |
|
2022
Q3 | $216K | Buy |
7,496
+383
| +5% | +$11K | ﹤0.01% | 3662 |
|
2022
Q2 | $243K | Sell |
7,113
-127
| -2% | -$4.34K | ﹤0.01% | 3605 |
|
2022
Q1 | $225K | Buy |
7,240
+608
| +9% | +$18.9K | ﹤0.01% | 3934 |
|
2021
Q4 | $154K | Buy |
6,632
+74
| +1% | +$1.72K | ﹤0.01% | 4201 |
|
2021
Q3 | $151K | Buy |
6,558
+52
| +0.8% | +$1.2K | ﹤0.01% | 4170 |
|
2021
Q2 | $180K | Sell |
6,506
-206
| -3% | -$5.7K | ﹤0.01% | 3946 |
|
2021
Q1 | $233K | Buy |
6,712
+1,922
| +40% | +$66.7K | ﹤0.01% | 3597 |
|
2020
Q4 | $120K | Buy |
4,790
+67
| +1% | +$1.68K | ﹤0.01% | 3909 |
|
2020
Q3 | $96K | Buy |
4,723
+243
| +5% | +$4.94K | ﹤0.01% | 3860 |
|
2020
Q2 | $123K | Buy |
4,480
+1,116
| +33% | +$30.6K | ﹤0.01% | 3541 |
|
2020
Q1 | $109K | Buy |
+3,364
| New | +$109K | ﹤0.01% | 3398 |
|