Sutton Wealth Advisors’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-478
| Closed | -$13.1K | – | 1526 |
|
|
2022
Q4 | $13.1K | Hold |
478
| – | – | 0.01% | 845 |
|
|
2022
Q3 | $13.7K | Hold |
478
| – | – | 0.01% | 791 |
|
|
2022
Q2 | $16.4K | Hold |
478
| – | – | 0.01% | 739 |
|
|
2022
Q1 | $14.9K | Hold |
478
| – | – | 0.01% | 815 |
|
|
2021
Q4 | $11.1K | Buy |
478
+66
| +16% | +$1.53K | ﹤0.01% | 901 |
|
|
2021
Q3 | $9.52K | Buy |
412
+52
| +14% | +$1.2K | ﹤0.01% | 929 |
|
|
2021
Q2 | $9.98K | Hold |
360
| – | – | ﹤0.01% | 916 |
|
|
2021
Q1 | $12.5K | Hold |
360
| – | – | ﹤0.01% | 809 |
|
|
2020
Q4 | $9.04K | Hold |
360
| – | – | ﹤0.01% | 840 |
|
|
2020
Q3 | $7.32K | Buy |
+360
| New | +$7.32K | ﹤0.01% | 817 |
|
|
2020
Q2 | – | Sell |
-275
| Closed | -$8.97K | – | 1288 |
|
|
2020
Q1 | $8.97K | Sell |
275
-69
| -20% | -$2.25K | 0.01% | 682 |
|
|
2019
Q4 | $15K | Buy |
344
+69
| +25% | +$3.02K | 0.01% | 708 |
|
|
2019
Q3 | $12.9K | Hold |
275
| – | – | 0.01% | 716 |
|
|
2019
Q2 | $13.3K | Hold |
275
| – | – | 0.01% | 702 |
|
|
2019
Q1 | $12K | Hold |
275
| – | – | 0.01% | 741 |
|
|
2018
Q4 | $15.2K | Sell |
275
-294
| -52% | -$16.3K | 0.01% | 614 |
|
|
2018
Q3 | $28.9K | Hold |
569
| – | – | 0.02% | 454 |
|
|
2018
Q2 | $31K | Buy |
569
+294
| +107% | +$16K | 0.02% | 423 |
|
|
2018
Q1 | $13.2K | Hold |
275
| – | – | 0.01% | 721 |
|
|
2017
Q4 | $12.5K | Hold |
275
| – | – | 0.01% | 715 |
|
|
2017
Q3 | $12.6K | Hold |
275
| – | – | 0.01% | 703 |
|
|
2017
Q2 | $12.1K | Hold |
275
| – | – | 0.01% | 699 |
|
|
2017
Q1 | $11.8K | Hold |
275
| – | – | 0.01% | 672 |
|
|
2016
Q4 | $13.5K | Hold |
275
| – | – | 0.01% | 612 |
|
|
2016
Q3 | $11.6K | Hold |
275
| – | – | 0.01% | 623 |
|
|
2016
Q2 | $11.7K | Hold |
275
| – | – | 0.01% | 585 |
|
|
2016
Q1 | $12.1K | Buy |
+275
| New | +$12.1K | 0.01% | 562 |
|