Shelton Capital Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,175
| Closed | -$203K | – | 767 |
|
|
2025
Q3 | $203K | Hold |
2,175
| – | – | ﹤0.01% | 688 |
|
|
2025
Q2 | $216K | Sell |
2,175
-53
| -2% | -$5.35K | 0.01% | 637 |
|
|
2025
Q1 | $238K | Sell |
2,228
-71
| -3% | -$7.92K | 0.01% | 580 |
|
|
2024
Q4 | $259K | Sell |
2,299
-125
| -5% | -$16.1K | 0.01% | 567 |
|
|
2024
Q3 | $318K | Sell |
2,424
-94
| -4% | -$11.4K | 0.01% | 476 |
|
|
2024
Q2 | $282K | Sell |
2,518
-161
| -6% | -$18.7K | 0.01% | 515 |
|
|
2024
Q1 | $330K | Hold |
2,679
| – | – | 0.01% | 490 |
|
|
2023
Q4 | $336K | Sell |
2,679
-199
| -7% | -$21.5K | 0.01% | 443 |
|
|
2023
Q3 | $295K | Sell |
2,878
-214
| -7% | -$21.6K | 0.01% | 480 |
|
|
2023
Q2 | $300K | Sell |
3,092
-84
| -3% | -$7.01K | 0.01% | 493 |
|
|
2023
Q1 | $252K | Sell |
3,176
-454
| -13% | -$38.9K | 0.01% | 563 |
|
|
2022
Q4 | $288K | Sell |
3,630
-328
| -8% | -$25.1K | 0.03% | 455 |
|
|
2022
Q3 | $286K | Hold |
3,958
| – | – | 0.01% | 471 |
|
|
2022
Q2 | $270K | Hold |
3,958
| – | – | 0.01% | 526 |
|
|
2022
Q1 | $305K | Hold |
3,958
| – | – | 0.01% | 538 |
|
|
2021
Q4 | $364K | Hold |
3,958
| – | – | 0.01% | 474 |
|
|
2021
Q3 | $269K | Hold |
3,958
| – | – | 0.01% | 616 |
|
|
2021
Q2 | $294K | Sell |
3,958
-154
| -4% | -$12.2K | 0.01% | 575 |
|
|
2021
Q1 | $312K | Hold |
4,112
| – | – | 0.01% | 542 |
|
|
2020
Q4 | $228K | Sell |
4,112
-285
| -6% | -$15.6K | 0.01% | 625 |
|
|
2020
Q3 | $248K | Hold |
4,397
| – | – | 0.01% | 599 |
|
|
2020
Q2 | $218K | Buy |
+4,397
| New | +$187K | 0.01% | 568 |
|
|
2020
Q1 | – | Sell |
-5,487
| Closed | -$262K | – | 824 |
|
|
2019
Q4 | $262K | Sell |
5,487
-261
| -5% | -$12.3K | 0.01% | 602 |
|
|
2019
Q3 | $229K | Sell |
5,748
-315
| -5% | -$12.3K | 0.01% | 680 |
|
|
2019
Q2 | $231K | Buy |
+6,063
| New | +$210K | 0.01% | 697 |
|
|
2018
Q4 | – | Sell |
-6,063
| Closed | -$214K | – | 892 |
|
|
2018
Q3 | $214K | Hold |
6,063
| – | – | 0.01% | 814 |
|
|
2018
Q2 | $222K | Buy |
+6,063
| New | +$212K | 0.01% | 740 |
|
|
2018
Q1 | – | Sell |
-6,063
| Closed | -$228K | – | 891 |
|
|
2017
Q4 | $228K | Buy |
+6,063
| New | +$223K | 0.02% | 752 |
|
Other funds holding UFPI
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