Raymond James Trust’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $781K | Buy |
5,949
+1,362
| +30% | +$179K | 0.02% | 585 |
|
|
2024
Q2 | $514K | Buy |
4,587
+569
| +14% | +$63.7K | 0.01% | 709 |
|
|
2024
Q1 | $494K | Sell |
4,018
-59
| -1% | -$7.26K | 0.01% | 725 |
|
|
2023
Q4 | $512K | Buy |
4,077
+268
| +7% | +$33.6K | 0.01% | 683 |
|
|
2023
Q3 | $390K | Buy |
3,809
+1,107
| +41% | +$113K | 0.01% | 750 |
|
|
2023
Q2 | $262K | Sell |
2,702
-117
| -4% | -$11.3K | 0.01% | 964 |
|
|
2023
Q1 | $224K | Buy |
2,819
+39
| +1% | +$3.1K | 0.01% | 1017 |
|
|
2022
Q4 | $220K | Buy |
+2,780
| New | +$220K | 0.01% | 999 |
|
|
2022
Q1 | – | Sell |
-2,368
| Closed | -$218K | – | 1227 |
|
|
2021
Q4 | $218K | Buy |
+2,368
| New | +$218K | 0.01% | 1064 |
|