Zurich Cantonal Bank’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
6,021
-1,743
| -22% | -$50K | ﹤0.01% | 2202 |
|
|
2025
Q1 | $229K | Buy |
7,764
+2,574
| +50% | +$75.8K | ﹤0.01% | 2026 |
|
|
2024
Q4 | $148K | Hold |
5,190
| – | – | ﹤0.01% | 2279 |
|
|
2024
Q3 | $109K | Hold |
5,190
| – | – | ﹤0.01% | 2396 |
|
|
2024
Q2 | $112K | Hold |
5,190
| – | – | ﹤0.01% | 2330 |
|
|
2024
Q1 | $113K | Hold |
5,190
| – | – | ﹤0.01% | 2338 |
|
|
2023
Q4 | $104K | Buy |
5,190
+957
| +23% | +$19.3K | ﹤0.01% | 2433 |
|
|
2023
Q3 | $83.6K | Hold |
4,233
| – | – | ﹤0.01% | 2432 |
|
|
2023
Q2 | $95.9K | Buy |
4,233
+2,440
| +136% | +$55.3K | ﹤0.01% | 2369 |
|
|
2023
Q1 | $47.6K | Hold |
1,793
| – | – | ﹤0.01% | 2607 |
|
|
2022
Q4 | $49.1K | Hold |
1,793
| – | – | ﹤0.01% | 2610 |
|
|
2022
Q3 | $52K | Hold |
1,793
| – | – | ﹤0.01% | 2580 |
|
|
2022
Q2 | $61K | Hold |
1,793
| – | – | ﹤0.01% | 2506 |
|
|
2022
Q1 | $56K | Hold |
1,793
| – | – | ﹤0.01% | 2498 |
|
|
2021
Q4 | $42K | Hold |
1,793
| – | – | ﹤0.01% | 2783 |
|
|
2021
Q3 | $41K | Buy |
+1,793
| New | +$41K | ﹤0.01% | 2680 |
|
|
2021
Q1 | – | Sell |
-1,793
| Closed | -$45K | – | 2572 |
|
|
2020
Q4 | $45K | Hold |
1,793
| – | – | ﹤0.01% | 2463 |
|
|
2020
Q3 | $36K | Hold |
1,793
| – | – | ﹤0.01% | 2352 |
|
|
2020
Q2 | $50K | Hold |
1,793
| – | – | ﹤0.01% | 2212 |
|
|
2020
Q1 | $58K | Buy |
1,793
+423
| +31% | +$13.7K | ﹤0.01% | 1877 |
|
|
2019
Q4 | $60K | Hold |
1,370
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q3 | $64K | Hold |
1,370
| – | – | ﹤0.01% | 1864 |
|
|
2019
Q2 | $66K | Hold |
1,370
| – | – | ﹤0.01% | 1886 |
|
|
2019
Q1 | $60K | Sell |
1,370
-312
| -19% | -$13.7K | ﹤0.01% | 1892 |
|
|
2018
Q4 | $93K | Hold |
1,682
| – | – | ﹤0.01% | 1643 |
|
|
2018
Q3 | $85K | Hold |
1,682
| – | – | ﹤0.01% | 1810 |
|
|
2018
Q2 | $92K | Buy |
1,682
+622
| +59% | +$34K | ﹤0.01% | 1699 |
|
|
2018
Q1 | $51K | Hold |
1,060
| – | – | ﹤0.01% | 2066 |
|
|
2017
Q4 | $48K | Hold |
1,060
| – | – | ﹤0.01% | 2100 |
|
|
2017
Q3 | $49K | Hold |
1,060
| – | – | ﹤0.01% | 1824 |
|
|
2017
Q2 | $47K | Hold |
1,060
| – | – | ﹤0.01% | 1804 |
|
|
2017
Q1 | $45K | Hold |
1,060
| – | – | ﹤0.01% | 1805 |
|
|
2016
Q4 | $52K | Hold |
1,060
| – | – | ﹤0.01% | 1672 |
|
|
2016
Q3 | $45K | Buy |
1,060
+140
| +15% | +$5.94K | ﹤0.01% | 1705 |
|
|
2016
Q2 | $39K | Hold |
920
| – | – | ﹤0.01% | 1635 |
|
|
2016
Q1 | $40K | Hold |
920
| – | – | ﹤0.01% | 1542 |
|
|
2015
Q4 | $35K | Buy |
920
+561
| +156% | +$21.3K | ﹤0.01% | 1655 |
|
|
2015
Q3 | $13K | Buy |
+359
| New | +$13K | ﹤0.01% | 1750 |
|