Ameriprise’s UMH Properties UMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Sell
133,082
-3,249
-2% -$54.6K ﹤0.01% 2877
2025
Q1
$2.55M Sell
136,331
-359
-0.3% -$6.71K ﹤0.01% 2755
2024
Q4
$2.58M Sell
136,690
-103,385
-43% -$1.95M ﹤0.01% 2765
2024
Q3
$4.72M Sell
240,075
-37,745
-14% -$742K ﹤0.01% 2409
2024
Q2
$4.44M Sell
277,820
-50,084
-15% -$801K ﹤0.01% 2393
2024
Q1
$5.33M Sell
327,904
-13,581
-4% -$221K ﹤0.01% 2320
2023
Q4
$5.23M Buy
341,485
+81
+0% +$1.24K ﹤0.01% 2314
2023
Q3
$4.79M Sell
341,404
-26,342
-7% -$369K ﹤0.01% 2319
2023
Q2
$5.88M Buy
367,746
+8,706
+2% +$139K ﹤0.01% 2217
2023
Q1
$5.31M Buy
359,040
+21,311
+6% +$315K ﹤0.01% 2279
2022
Q4
$5.44M Sell
337,729
-6,052
-2% -$97.4K ﹤0.01% 2230
2022
Q3
$5.55M Sell
343,781
-212,724
-38% -$3.44M ﹤0.01% 2140
2022
Q2
$9.83M Sell
556,505
-95,147
-15% -$1.68M ﹤0.01% 1763
2022
Q1
$16M Buy
651,652
+8,456
+1% +$208K ﹤0.01% 1525
2021
Q4
$17.6M Buy
643,196
+389,028
+153% +$10.6M ﹤0.01% 1527
2021
Q3
$5.82M Sell
254,168
-133,197
-34% -$3.05M ﹤0.01% 2281
2021
Q2
$8.45M Buy
387,365
+262,232
+210% +$5.72M ﹤0.01% 2064
2021
Q1
$2.4M Buy
125,133
+14,536
+13% +$278K ﹤0.01% 2788
2020
Q4
$1.64M Sell
110,597
-486,739
-81% -$7.21M ﹤0.01% 2877
2020
Q3
$8.09M Sell
597,336
-824,591
-58% -$11.2M ﹤0.01% 1711
2020
Q2
$18.4M Sell
1,421,927
-537,972
-27% -$6.96M 0.01% 1104
2020
Q1
$21.3M Buy
1,959,899
+349,400
+22% +$3.79M 0.01% 905
2019
Q4
$25.3M Sell
1,610,499
-12,806
-0.8% -$201K 0.01% 1022
2019
Q3
$22.8M Sell
1,623,305
-70,674
-4% -$994K 0.01% 1043
2019
Q2
$21M Buy
1,693,979
+115,269
+7% +$1.43M 0.01% 1124
2019
Q1
$22.2M Sell
1,578,710
-434,806
-22% -$6.12M 0.01% 1058
2018
Q4
$23.8M Buy
2,013,516
+338,712
+20% +$4.01M 0.01% 957
2018
Q3
$26.2M Buy
1,674,804
+401,386
+32% +$6.28M 0.01% 1103
2018
Q2
$19.5M Buy
1,273,418
+752,570
+144% +$11.6M 0.01% 1195
2018
Q1
$6.99M Buy
520,848
+429,029
+467% +$5.75M ﹤0.01% 1931
2017
Q4
$1.37M Buy
91,819
+11,215
+14% +$167K ﹤0.01% 2840
2017
Q3
$1.25M Sell
80,604
-61,585
-43% -$957K ﹤0.01% 2864
2017
Q2
$2.42M Buy
142,189
+202
+0.1% +$3.44K ﹤0.01% 2511
2017
Q1
$2.16M Buy
141,987
+18,641
+15% +$284K ﹤0.01% 2543
2016
Q4
$1.86M Buy
+123,346
New +$1.86M ﹤0.01% 2662
2014
Q4
Sell
-2,290
Closed -$22K 4385
2014
Q3
$22K Buy
2,290
+850
+59% +$8.17K ﹤0.01% 4419
2014
Q2
$14K Buy
1,440
+1,080
+300% +$10.5K ﹤0.01% 4497
2014
Q1
$4K Buy
360
+180
+100% +$2K ﹤0.01% 4837
2013
Q4
$2K Sell
180
-943
-84% -$10.5K ﹤0.01% 4882
2013
Q3
$11K Sell
1,123
-270
-19% -$2.65K ﹤0.01% 4849
2013
Q2
$15K Buy
+1,393
New +$15K ﹤0.01% 4488