Summit Global Investments’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,216
| Closed | -$1.26M | – | 586 |
|
|
2024
Q4 | $1.26M | Sell |
11,216
-8,264
| -42% | -$931K | 0.08% | 172 |
|
|
2024
Q3 | $2.56M | Sell |
19,480
-5,948
| -23% | -$780K | 0.16% | 114 |
|
|
2024
Q2 | $2.85M | Buy |
25,428
+5,937
| +30% | +$665K | 0.19% | 107 |
|
|
2024
Q1 | $2.4M | Sell |
19,491
-1,744
| -8% | -$215K | 0.18% | 100 |
|
|
2023
Q4 | $2.67M | Sell |
21,235
-7,561
| -26% | -$949K | 0.17% | 105 |
|
|
2023
Q3 | $2.95M | Buy |
28,796
+3,598
| +14% | +$368K | 0.2% | 103 |
|
|
2023
Q2 | $2.45M | Buy |
25,198
+3,258
| +15% | +$316K | 0.16% | 121 |
|
|
2023
Q1 | $1.74M | Buy |
21,940
+10,767
| +96% | +$856K | 0.13% | 151 |
|
|
2022
Q4 | $885K | Sell |
11,173
-106
| -0.9% | -$8.4K | 0.07% | 213 |
|
|
2022
Q3 | $814K | Buy |
11,279
+5,379
| +91% | +$388K | 0.08% | 222 |
|
|
2022
Q2 | $402K | Buy |
+5,900
| New | +$402K | 0.04% | 358 |
|
|
2021
Q4 | – | Sell |
-4,688
| Closed | -$319K | – | 617 |
|
|
2021
Q3 | $319K | Buy |
+4,688
| New | +$319K | 0.02% | 386 |
|
|
2021
Q2 | – | Sell |
-5,488
| Closed | -$416K | – | 629 |
|
|
2021
Q1 | $416K | Buy |
+5,488
| New | +$416K | 0.03% | 388 |
|