Steward Partners Investment Advisory’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-300
| Closed | -$3.45K | – | 3724 |
|
|
2024
Q1 | $3.45K | Sell |
300
-200
| -40% | -$2.3K | ﹤0.01% | 3152 |
|
|
2023
Q4 | $8.12K | Sell |
500
-300
| -38% | -$4.87K | ﹤0.01% | 2787 |
|
|
2023
Q3 | $11.3K | Buy |
800
+300
| +60% | +$4.24K | ﹤0.01% | 2549 |
|
|
2023
Q2 | $9.78K | Buy |
500
+200
| +67% | +$3.91K | ﹤0.01% | 2576 |
|
|
2023
Q1 | $7.91K | Sell |
300
-100
| -25% | -$2.64K | ﹤0.01% | 2631 |
|
|
2022
Q4 | $15.5K | Hold |
400
| – | – | ﹤0.01% | 2364 |
|
|
2022
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 2397 |
|
|
2022
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 2329 |
|
|
2022
Q1 | $17K | Hold |
400
| – | – | ﹤0.01% | 2453 |
|
|
2021
Q4 | $20K | Buy |
+400
| New | +$20K | ﹤0.01% | 2327 |
|
|
2020
Q1 | – | Sell |
-51
| Closed | – | – | 2705 |
|
|
2019
Q4 | $0 | Sell |
51
-200
| -80% | – | ﹤0.01% | 2750 |
|
|
2019
Q3 | $2K | Hold |
251
| – | – | ﹤0.01% | 2457 |
|
|
2019
Q2 | $2K | Buy |
+251
| New | +$2K | ﹤0.01% | 2466 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$6K | – | 2090 |
|
|
2018
Q3 | $6K | Sell |
200
-35
| -15% | -$1.05K | ﹤0.01% | 2081 |
|
|
2018
Q2 | $10K | Buy |
235
+35
| +18% | +$1.49K | ﹤0.01% | 1748 |
|
|
2018
Q1 | $8K | Sell |
200
-102
| -34% | -$4.08K | ﹤0.01% | 1655 |
|
|
2017
Q4 | $14K | Buy |
302
+102
| +51% | +$4.73K | ﹤0.01% | 1250 |
|
|
2017
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 1180 |
|
|
2017
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1010 |
|