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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$93.8K	Buy	1,018 +10	+1%	+$1.01K	﹤0.01%	2406
2025 Q4	$91.8K	Sell	1,008 -1,964	-66%	-$180K	﹤0.01%	2348
2025 Q3	$278K	Buy	2,972 +785	+36%	+$79.3K	﹤0.01%	1695
2025 Q2	$217K	Buy	2,187 +13	+0.6%	+$1.31K	﹤0.01%	1727
2025 Q1	$233K	Buy	2,174 +276	+15%	+$30.8K	﹤0.01%	1570
2024 Q4	$214K	Buy	1,898 +8	+0.4%	+$1.03K	﹤0.01%	1570
2024 Q3	$248K	Sell	1,890 -58	-3%	-$7K	﹤0.01%	1418
2024 Q2	$218K	Hold	1,948	–	–	﹤0.01%	1402
2024 Q1	$240K	Sell	1,948 -268	-12%	-$31.1K	﹤0.01%	1351
2023 Q4	$278K	Buy	+2,216	New	+$239K	﹤0.01%	1248
2023 Q1	–	Sell	-140	Closed	-$11.1K	–	3421
2022 Q4	$11.1K	Buy	140 +70	+100%	+$5.35K	﹤0.01%	2501
2022 Q3	$5K	Buy	70 +51	+268%	+$4.06K	﹤0.01%	2793
2022 Q2	$1K	Buy	+19	New	+$1.43K	﹤0.01%	3172