Allworth Financial’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.4K | Sell |
1,798
-21
| -1% | -$857 | ﹤0.01% | 1703 |
|
|
2025
Q1 | $75.6K | Sell |
1,819
-3
| -0.2% | -$125 | ﹤0.01% | 1365 |
|
|
2024
Q4 | $73.8K | Buy |
1,822
+20
| +1% | +$810 | ﹤0.01% | 1392 |
|
|
2024
Q3 | $81.7K | Buy |
1,802
+80
| +5% | +$3.63K | ﹤0.01% | 1176 |
|
|
2024
Q2 | $71.5K | Buy |
1,722
+22
| +1% | +$913 | ﹤0.01% | 1208 |
|
|
2024
Q1 | $63.6K | Sell |
1,700
-243
| -13% | -$9.09K | ﹤0.01% | 1202 |
|
|
2023
Q4 | $74.4K | Buy |
1,943
+325
| +20% | +$12.4K | ﹤0.01% | 1046 |
|
|
2023
Q3 | $57.7K | Sell |
1,618
-11
| -0.7% | -$392 | ﹤0.01% | 1065 |
|
|
2023
Q2 | $70K | Sell |
1,629
-15
| -0.9% | -$644 | ﹤0.01% | 1015 |
|
|
2023
Q1 | $67.5K | Buy |
1,644
+52
| +3% | +$2.14K | ﹤0.01% | 975 |
|
|
2022
Q4 | $61.7K | Sell |
1,592
-1,267
| -44% | -$49.1K | ﹤0.01% | 942 |
|
|
2022
Q3 | $119K | Buy |
2,859
+1,259
| +79% | +$52.4K | ﹤0.01% | 719 |
|
|
2022
Q2 | $74K | Sell |
1,600
-95
| -6% | -$4.39K | ﹤0.01% | 785 |
|
|
2022
Q1 | $97K | Buy |
1,695
+240
| +16% | +$13.7K | ﹤0.01% | 733 |
|
|
2021
Q4 | $87K | Buy |
1,455
+145
| +11% | +$8.67K | ﹤0.01% | 706 |
|
|
2021
Q3 | $69K | Buy |
1,310
+687
| +110% | +$36.2K | ﹤0.01% | 707 |
|
|
2021
Q2 | $31K | Sell |
623
-2,593
| -81% | -$129K | ﹤0.01% | 739 |
|
|
2021
Q1 | $141K | Buy |
3,216
+2,593
| +416% | +$114K | ﹤0.01% | 403 |
|
|
2020
Q4 | $24K | Sell |
623
-151
| -20% | -$5.82K | ﹤0.01% | 624 |
|
|
2020
Q3 | $25K | Hold |
774
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $29K | Buy |
774
+642
| +486% | +$24.1K | ﹤0.01% | 512 |
|
|
2020
Q1 | $5K | Buy |
132
+1
| +0.8% | +$38 | ﹤0.01% | 885 |
|
|
2019
Q4 | $6K | Buy |
131
+1
| +0.8% | +$46 | ﹤0.01% | 746 |
|
|
2019
Q3 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 666 |
|
|
2019
Q2 | – | Hold |
0
| – | -$6K | – | 663 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 657 |
|