RJFSA
Raymond James Financial Services Advisors’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.37M | Sell |
33,289
-3,286
| -9% | -$431K | 0.01% | 1292 |
|
|
2024
Q2 | $4.1M | Sell |
36,575
-1,905
| -5% | -$213K | 0.01% | 1263 |
|
|
2024
Q1 | $4.73M | Buy |
38,480
+132
| +0.3% | +$16.2K | 0.01% | 1167 |
|
|
2023
Q4 | $4.81M | Buy |
38,348
+32,534
| +560% | +$4.08M | 0.01% | 1101 |
|
|
2023
Q3 | $595K | Buy |
5,814
+1,903
| +49% | +$195K | ﹤0.01% | 2222 |
|
|
2023
Q2 | $380K | Buy |
+3,911
| New | +$380K | ﹤0.01% | 2516 |
|
|
2023
Q1 | – | Sell |
-2,677
| Closed | -$212K | – | 3354 |
|
|
2022
Q4 | $212K | Sell |
2,677
-124
| -4% | -$9.83K | ﹤0.01% | 2821 |
|
|
2022
Q3 | $202K | Buy |
+2,801
| New | +$202K | ﹤0.01% | 2838 |
|
|
2022
Q2 | – | Sell |
-3,675
| Closed | -$284K | – | 3335 |
|
|
2022
Q1 | $284K | Sell |
3,675
-11,892
| -76% | -$919K | ﹤0.01% | 2739 |
|
|
2021
Q4 | $1.43M | Buy |
15,567
+1,312
| +9% | +$121K | ﹤0.01% | 1745 |
|
|
2021
Q3 | $969K | Buy |
+14,255
| New | +$969K | ﹤0.01% | 1985 |
|