Steward Partners Investment Advisory’s UFP Industries UFPI Stock Holding History

Steward Partners Investment Advisory’s Portfolio UFPI Stock Details UFPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Buy
2025 Q1	$233K	Buy
2024 Q4	$214K	Buy
2024 Q3	$248K	Sell
2024 Q2	$218K	Hold
2024 Q1	$240K	Sell
2023 Q4	$278K	Buy
2023 Q1	–	Sell
2022 Q4	$11.1K	Buy
2022 Q3	$5K	Buy
2022 Q2	$1K	Buy