Allworth Financial’s Urban Edge Properties UE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.4K	Buy	669 +495	+284%	+$9.95K	﹤0.01%	3291
2025 Q4	$3.34K	Buy	174 +36	+26%	+$699	﹤0.01%	3924
2025 Q3	$2.83K	Buy	138 +57	+70%	+$1.14K	﹤0.01%	3846
2025 Q2	$1.51K	Buy	81 +7	+9%	+$128	﹤0.01%	3819
2025 Q1	$1.36K	Sell	74 -97	-57%	-$1.94K	﹤0.01%	3358
2024 Q4	$3.39K	Sell	171 -14	-8%	-$311	﹤0.01%	2934
2024 Q3	$3.96K	Buy	185 +119	+180%	+$2.39K	﹤0.01%	2674
2024 Q2	$1.29K	Hold	66	–	–	﹤0.01%	3078
2024 Q1	$1.14K	Sell	66 -9	-12%	-$156	﹤0.01%	3038
2023 Q4	$1.37K	Sell	75 -85	-53%	-$1.4K	﹤0.01%	2839
2023 Q3	$2.44K	Buy	+160	New	+$2.62K	﹤0.01%	2450
2022 Q4	–	Sell	-123	Closed	-$2K	–	3203
2022 Q3	$2K	Buy	+123	New	+$1.92K	﹤0.01%	2238