Roberts, Glore & Co’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,788
| Closed | -$201K | – | 212 |
|
|
2024
Q4 | $201K | Hold |
1,788
| – | – | 0.06% | 204 |
|
|
2024
Q3 | $235K | Sell |
1,788
-105
| -6% | -$13.8K | 0.07% | 195 |
|
|
2024
Q2 | $212K | Hold |
1,893
| – | – | 0.06% | 196 |
|
|
2024
Q1 | $233K | Sell |
1,893
-150
| -7% | -$18.5K | 0.07% | 186 |
|
|
2023
Q4 | $256K | Sell |
2,043
-78
| -4% | -$9.79K | 0.08% | 178 |
|
|
2023
Q3 | $217K | Hold |
2,121
| – | – | 0.07% | 187 |
|
|
2023
Q2 | $206K | Buy |
+2,121
| New | +$206K | 0.07% | 194 |
|
|
2022
Q1 | – | Sell |
-2,221
| Closed | -$204K | – | 213 |
|
|
2021
Q4 | $204K | Buy |
+2,221
| New | +$204K | 0.05% | 200 |
|