Osaic Holdings’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $148K | Sell |
3,990
-39
| -1% | -$1.44K | ﹤0.01% | 4395 |
|
|
2025
Q4 | $146K | Sell |
4,029
-4,312
| -52% | -$147K | ﹤0.01% | 4384 |
|
|
2025
Q3 | $256K | Buy |
8,341
+14
| +0.2% | +$413 | ﹤0.01% | 4010 |
|
|
2025
Q2 | $239K | Buy |
8,327
+133
| +2% | +$3.72K | ﹤0.01% | 3780 |
|
|
2025
Q1 | $241K | Sell |
8,194
-706
| -8% | -$19.1K | ﹤0.01% | 3478 |
|
|
2024
Q4 | $253K | Buy |
8,900
+4,794
| +117% | +$121K | ﹤0.01% | 3394 |
|
|
2024
Q3 | $85.9K | Sell |
4,106
-249
| -6% | -$5.15K | ﹤0.01% | 4340 |
|
|
2024
Q2 | $93.6K | Sell |
4,355
-87
| -2% | -$1.92K | ﹤0.01% | 4195 |
|
|
2024
Q1 | $96.7K | Sell |
4,442
-4,518
| -50% | -$100K | ﹤0.01% | 4277 |
|
|
2023
Q4 | $180K | Sell |
8,960
-301
| -3% | -$6.1K | ﹤0.01% | 4008 |
|
|
2023
Q3 | $183K | Buy |
9,261
+2,210
| +31% | +$46.3K | ﹤0.01% | 4058 |
|
|
2023
Q2 | $160K | Sell |
7,051
-48
| -0.7% | -$1.19K | ﹤0.01% | 4069 |
|
|
2023
Q1 | $189K | Sell |
7,099
-92
| -1% | -$2.62K | ﹤0.01% | 3915 |
|
|
2022
Q4 | $197K | Sell |
7,191
-305
| -4% | -$8.9K | ﹤0.01% | 3856 |
|
|
2022
Q3 | $216K | Buy |
7,496
+383
| +5% | +$11.8K | ﹤0.01% | 3663 |
|
|
2022
Q2 | $243K | Sell |
7,113
-127
| -2% | -$3.96K | ﹤0.01% | 3605 |
|
|
2022
Q1 | $225K | Buy |
7,240
+608
| +9% | +$16.1K | ﹤0.01% | 3934 |
|
|
2021
Q4 | $154K | Buy |
6,632
+74
| +1% | +$1.66K | ﹤0.01% | 4202 |
|
|
2021
Q3 | $151K | Buy |
6,558
+52
| +0.8% | +$1.3K | ﹤0.01% | 4170 |
|
|
2021
Q2 | $180K | Sell |
6,506
-206
| -3% | -$6.42K | ﹤0.01% | 3948 |
|
|
2021
Q1 | $233K | Buy |
6,712
+1,922
| +40% | +$60.6K | ﹤0.01% | 3601 |
|
|
2020
Q4 | $120K | Buy |
4,790
+67
| +1% | +$1.53K | ﹤0.01% | 3917 |
|
|
2020
Q3 | $96K | Buy |
4,723
+243
| +5% | +$6.08K | ﹤0.01% | 3865 |
|
|
2020
Q2 | $123K | Buy |
4,480
+1,116
| +33% | +$31.5K | ﹤0.01% | 3547 |
|
|
2020
Q1 | $109K | Buy |
+3,364
| New | +$136K | ﹤0.01% | 3403 |
|
Other funds holding UFCS
VCM
SFM
VPM
