Steward Partners Investment Advisory’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
2,187
+13
| +0.6% | +$1.29K | ﹤0.01% | 1727 |
|
|
2025
Q1 | $233K | Buy |
2,174
+276
| +15% | +$29.5K | ﹤0.01% | 1570 |
|
|
2024
Q4 | $214K | Buy |
1,898
+8
| +0.4% | +$901 | ﹤0.01% | 1570 |
|
|
2024
Q3 | $248K | Sell |
1,890
-58
| -3% | -$7.61K | ﹤0.01% | 1418 |
|
|
2024
Q2 | $218K | Hold |
1,948
| – | – | ﹤0.01% | 1402 |
|
|
2024
Q1 | $240K | Sell |
1,948
-268
| -12% | -$33K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $278K | Buy |
+2,216
| New | +$278K | ﹤0.01% | 1248 |
|
|
2023
Q1 | – | Sell |
-140
| Closed | -$11.1K | – | 3421 |
|
|
2022
Q4 | $11.1K | Buy |
140
+70
| +100% | +$5.55K | ﹤0.01% | 2501 |
|
|
2022
Q3 | $5K | Buy |
70
+51
| +268% | +$3.64K | ﹤0.01% | 2793 |
|
|
2022
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 3172 |
|