Rockefeller Capital Management’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-190
| Closed | -$5K | – | 3773 |
|
|
2022
Q4 | $5K | Sell |
190
-135
| -42% | -$3.55K | ﹤0.01% | 3349 |
|
|
2022
Q3 | $9K | Sell |
325
-4
| -1% | -$111 | ﹤0.01% | 3151 |
|
|
2022
Q2 | $11K | Hold |
329
| – | – | ﹤0.01% | 3084 |
|
|
2022
Q1 | $10K | Buy |
329
+315
| +2,250% | +$9.57K | ﹤0.01% | 3062 |
|
|
2021
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 3992 |
|
|
2021
Q2 | – | Sell |
-258
| Closed | -$8K | – | 3615 |
|
|
2021
Q1 | $8K | Buy |
+258
| New | +$8K | ﹤0.01% | 2704 |
|
|
2020
Q4 | – | Sell |
-14
| Closed | – | – | 3011 |
|
|
2020
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 2803 |
|
|
2020
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 2697 |
|
|
2019
Q2 | – | Sell |
-27
| Closed | -$1K | – | 1980 |
|
|
2019
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1877 |
|