Personal CFO Solutions’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 | $218K | Sell |
2,192
-13
| -0.6% | -$1.29K | 0.04% | 443 |
|
|
2025
Q1 | $236K | Sell |
2,205
-153
| -6% | -$16.4K | 0.05% | 383 |
|
|
2024
Q4 | $266K | Sell |
2,358
-49
| -2% | -$5.52K | 0.05% | 359 |
|
|
2024
Q3 | $316K | Sell |
2,407
-45
| -2% | -$5.91K | 0.04% | 405 |
|
|
2024
Q2 | $275K | Sell |
2,452
-113
| -4% | -$12.7K | 0.04% | 415 |
|
|
2024
Q1 | $316K | Sell |
2,565
-3
| -0.1% | -$369 | 0.05% | 381 |
|
|
2023
Q4 | $322K | Sell |
2,568
-10
| -0.4% | -$1.26K | 0.06% | 360 |
|
|
2023
Q3 | $264K | Buy |
+2,578
| New | +$264K | 0.05% | 355 |
|
|
2023
Q2 | – | Sell |
-3,075
| Closed | -$244K | – | 514 |
|
|
2023
Q1 | $244K | Buy |
3,075
+246
| +9% | +$19.5K | 0.05% | 377 |
|
|
2022
Q4 | $224K | Buy |
+2,829
| New | +$224K | 0.05% | 390 |
|
|
2022
Q3 | – | Sell |
-3,371
| Closed | -$230K | – | 467 |
|
|
2022
Q2 | $230K | Sell |
3,371
-693
| -17% | -$47.3K | 0.05% | 346 |
|
|
2022
Q1 | $314K | Buy |
4,064
+134
| +3% | +$10.4K | 0.06% | 306 |
|
|
2021
Q4 | $362K | Buy |
3,930
+3
| +0.1% | +$276 | 0.07% | 265 |
|
|
2021
Q3 | $267K | Buy |
3,927
+529
| +16% | +$36K | 0.05% | 332 |
|
|
2021
Q2 | $253K | Buy |
+3,398
| New | +$253K | 0.05% | 343 |
|