Sowell Financial Services’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+872
| New | +$213K | 0.01% | 942 |
|
|
2021
Q2 | – | Sell |
-78
| Closed | -$4K | – | 2589 |
|
|
2021
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 2690 |
|
|
2020
Q4 | $4K | Sell |
78
-96
| -55% | -$4.92K | ﹤0.01% | 2361 |
|
|
2020
Q3 | $7K | Sell |
174
-20
| -10% | -$805 | ﹤0.01% | 1918 |
|
|
2020
Q2 | $9K | Sell |
194
-140
| -42% | -$6.5K | ﹤0.01% | 1742 |
|
|
2020
Q1 | $13K | Sell |
334
-448
| -57% | -$17.4K | ﹤0.01% | 1540 |
|
|
2019
Q4 | $39K | Sell |
782
-50
| -6% | -$2.49K | ﹤0.01% | 1228 |
|
|
2019
Q3 | $32K | Buy |
+832
| New | +$32K | ﹤0.01% | 1128 |
|