SG Americas Securities’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $723K | Sell |
19,519
-2,157
| -10% | -$79.6K | ﹤0.01% | 1966 |
|
|
2025
Q4 | $788K | Buy |
21,676
+16,177
| +294% | +$553K | ﹤0.01% | 2201 |
|
|
2025
Q3 | $167K | Buy |
+5,499
| New | +$162K | ﹤0.01% | 2845 |
|
|
2025
Q2 | – | Sell |
-9,230
| Closed | -$272K | – | 3614 |
|
|
2025
Q1 | $272K | Sell |
9,230
-1,908
| -17% | -$51.5K | ﹤0.01% | 2292 |
|
|
2024
Q4 | $317K | Sell |
11,138
-2,620
| -19% | -$66.1K | ﹤0.01% | 1744 |
|
|
2024
Q3 | $288K | Buy |
13,758
+6,631
| +93% | +$137K | ﹤0.01% | 2186 |
|
|
2024
Q2 | $153K | Sell |
7,127
-1,631
| -19% | -$36.1K | ﹤0.01% | 2313 |
|
|
2024
Q1 | $191K | Sell |
8,758
-4,296
| -33% | -$95.5K | ﹤0.01% | 2008 |
|
|
2023
Q4 | $263K | Buy |
13,054
+825
| +7% | +$16.7K | ﹤0.01% | 1930 |
|
|
2023
Q3 | $242K | Buy |
+12,229
| New | +$256K | ﹤0.01% | 2198 |
|
|
2023
Q2 | – | Sell |
-10,836
| Closed | -$288K | – | 3181 |
|
|
2023
Q1 | $288K | Buy |
+10,836
| New | +$308K | ﹤0.01% | 2147 |
|
|
2022
Q3 | – | Sell |
-9,806
| Closed | -$336K | – | 3573 |
|
|
2022
Q2 | $336K | Sell |
9,806
-5,159
| -34% | -$161K | ﹤0.01% | 2305 |
|
|
2022
Q1 | $465K | Sell |
14,965
-8,929
| -37% | -$237K | ﹤0.01% | 1932 |
|
|
2021
Q4 | $554K | Sell |
23,894
-1,993
| -8% | -$44.8K | ﹤0.01% | 2108 |
|
|
2021
Q3 | $598K | Buy |
+25,887
| New | +$647K | ﹤0.01% | 2345 |
|
|
2021
Q2 | – | Sell |
-4,664
| Closed | -$162K | – | 3250 |
|
|
2021
Q1 | $162K | Sell |
4,664
-8,842
| -65% | -$279K | ﹤0.01% | 2812 |
|
|
2020
Q4 | $339K | Buy |
+13,506
| New | +$308K | ﹤0.01% | 2283 |
|
|
2020
Q3 | – | Sell |
-12,470
| Closed | -$346K | – | 3464 |
|
|
2020
Q2 | $346K | Buy |
12,470
+5,079
| +69% | +$143K | ﹤0.01% | 2413 |
|
|
2020
Q1 | $241K | Buy |
7,391
+4,501
| +156% | +$183K | ﹤0.01% | 2378 |
|
|
2019
Q4 | $126K | Buy |
+2,890
| New | +$129K | ﹤0.01% | 2813 |
|
|
2019
Q2 | – | Sell |
-9,557
| Closed | -$418K | – | 3436 |
|
|
2019
Q1 | $418K | Buy |
9,557
+6,374
| +200% | +$319K | ﹤0.01% | 1981 |
|
|
2018
Q4 | $176K | Sell |
3,183
-2,735
| -46% | -$141K | ﹤0.01% | 2449 |
|
|
2018
Q3 | $300K | Sell |
5,918
-2,901
| -33% | -$155K | ﹤0.01% | 2369 |
|
|
2018
Q2 | $481K | Buy |
8,819
+5,145
| +140% | +$267K | ﹤0.01% | 2035 |
|
|
2018
Q1 | $176K | Buy |
+3,674
| New | +$165K | ﹤0.01% | 2512 |
|
|
2017
Q4 | – | Sell |
-3,564
| Closed | -$163K | – | 3644 |
|
|
2017
Q3 | $163K | Buy |
+3,564
| New | +$154K | ﹤0.01% | 2768 |
|
|
2017
Q2 | – | Sell |
-3,396
| Closed | -$145K | – | 3530 |
|
|
2017
Q1 | $145K | Buy |
+3,396
| New | +$153K | ﹤0.01% | 2688 |
|
|
2016
Q4 | – | Sell |
-3,764
| Closed | -$159K | – | 3467 |
|
|
2016
Q3 | $159K | Buy |
+3,764
| New | +$160K | ﹤0.01% | 2678 |
|
|
2015
Q1 | – | Sell |
-4,599
| Closed | -$137K | – | 3066 |
|
|
2014
Q4 | $137K | Buy |
+4,599
| New | +$135K | ﹤0.01% | 2715 |
|
Other funds holding UFCS
VCM
SFM
VPM
