Stifel Financial’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209K | Sell |
5,628
-31
| -0.5% | -$1.14K | ﹤0.01% | 3402 |
|
|
2025
Q4 | $206K | Buy |
+5,659
| New | +$193K | ﹤0.01% | 3370 |
|
|
2025
Q2 | – | Sell |
-10,465
| Closed | -$308K | – | 3583 |
|
|
2025
Q1 | $308K | Sell |
10,465
-983
| -9% | -$26.6K | ﹤0.01% | 2952 |
|
|
2024
Q4 | $326K | Buy |
11,448
+147
| +1% | +$3.71K | ﹤0.01% | 2920 |
|
|
2024
Q3 | $237K | Buy |
11,301
+253
| +2% | +$5.24K | ﹤0.01% | 3073 |
|
|
2024
Q2 | $237K | Sell |
11,048
-251
| -2% | -$5.55K | ﹤0.01% | 3031 |
|
|
2024
Q1 | $246K | Sell |
11,299
-237
| -2% | -$5.27K | ﹤0.01% | 3009 |
|
|
2023
Q4 | $232K | Buy |
11,536
+888
| +8% | +$18K | ﹤0.01% | 2994 |
|
|
2023
Q3 | $210K | Buy |
10,648
+738
| +7% | +$15.4K | ﹤0.01% | 2973 |
|
|
2023
Q2 | $225K | Sell |
9,910
-516
| -5% | -$12.7K | ﹤0.01% | 2981 |
|
|
2023
Q1 | $277K | Buy |
10,426
+453
| +5% | +$12.9K | ﹤0.01% | 2866 |
|
|
2022
Q4 | $273K | Buy |
9,973
+2,238
| +29% | +$65.3K | ﹤0.01% | 2815 |
|
|
2022
Q3 | $222K | Buy |
7,735
+987
| +15% | +$30.5K | ﹤0.01% | 2894 |
|
|
2022
Q2 | $231K | Sell |
6,748
-491
| -7% | -$15.3K | ﹤0.01% | 2901 |
|
|
2022
Q1 | $225K | Buy |
+7,239
| New | +$192K | ﹤0.01% | 3050 |
|
|
2021
Q2 | – | Sell |
-6,097
| Closed | -$212K | – | 3387 |
|
|
2021
Q1 | $212K | Buy |
+6,097
| New | +$192K | ﹤0.01% | 2989 |
|
|
2019
Q1 | – | Sell |
-4,269
| Closed | -$237K | – | 2856 |
|
|
2018
Q4 | $237K | Sell |
4,269
-297
| -7% | -$15.3K | ﹤0.01% | 2367 |
|
|
2018
Q3 | $232K | Buy |
4,566
+48
| +1% | +$2.56K | ﹤0.01% | 2497 |
|
|
2018
Q2 | $246K | Sell |
4,518
-982
| -18% | -$51K | ﹤0.01% | 2427 |
|
|
2018
Q1 | $263K | Sell |
5,500
-120
| -2% | -$5.4K | ﹤0.01% | 2321 |
|
|
2017
Q4 | $256K | Hold |
5,620
| – | – | ﹤0.01% | 2292 |
|
|
2017
Q3 | $257K | Hold |
5,620
| – | – | ﹤0.01% | 2237 |
|
|
2017
Q2 | $248K | Buy |
5,620
+136
| +2% | +$5.9K | ﹤0.01% | 2223 |
|
|
2017
Q1 | $235K | Buy |
5,484
+549
| +11% | +$24.7K | ﹤0.01% | 2227 |
|
|
2016
Q4 | $243K | Buy |
+4,935
| New | +$219K | ﹤0.01% | 2162 |
|
Other funds holding UFCS
VCM
SFM
VPM
