Bank of America’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 | $20M | Buy |
1,189,252
+91,202
| +8% | +$1.53M | ﹤0.01% | 2222 |
|
2025
Q1 | $20.5M | Sell |
1,098,050
-46,027
| -4% | -$861K | ﹤0.01% | 2087 |
|
2024
Q4 | $21.6M | Buy |
1,144,077
+7,831
| +0.7% | +$148K | ﹤0.01% | 1907 |
|
2024
Q3 | $22.3M | Sell |
1,136,246
-18,949
| -2% | -$373K | ﹤0.01% | 1979 |
|
2024
Q2 | $18.5M | Buy |
1,155,195
+10,612
| +0.9% | +$170K | ﹤0.01% | 2043 |
|
2024
Q1 | $18.6M | Sell |
1,144,583
-30,969
| -3% | -$503K | ﹤0.01% | 2048 |
|
2023
Q4 | $18M | Sell |
1,175,552
-11,225
| -0.9% | -$172K | ﹤0.01% | 1899 |
|
2023
Q3 | $16.6M | Sell |
1,186,777
-1,551
| -0.1% | -$21.7K | ﹤0.01% | 1894 |
|
2023
Q2 | $19M | Buy |
1,188,328
+965,350
| +433% | +$15.4M | ﹤0.01% | 1800 |
|
2023
Q1 | $3.3M | Buy |
222,978
+117,309
| +111% | +$1.73M | ﹤0.01% | 3346 |
|
2022
Q4 | $1.7M | Buy |
105,669
+59,324
| +128% | +$955K | ﹤0.01% | 3800 |
|
2022
Q3 | $748K | Sell |
46,345
-22,154
| -32% | -$358K | ﹤0.01% | 4383 |
|
2022
Q2 | $1.21M | Buy |
68,499
+42,413
| +163% | +$749K | ﹤0.01% | 4106 |
|
2022
Q1 | $641K | Buy |
26,086
+966
| +4% | +$23.7K | ﹤0.01% | 4948 |
|
2021
Q4 | $687K | Buy |
25,120
+13,309
| +113% | +$364K | ﹤0.01% | 4866 |
|
2021
Q3 | $271K | Buy |
11,811
+1,500
| +15% | +$34.4K | ﹤0.01% | 5262 |
|
2021
Q2 | $224K | Sell |
10,311
-50,002
| -83% | -$1.09M | ﹤0.01% | 5258 |
|
2021
Q1 | $1.16M | Buy |
60,313
+21,260
| +54% | +$407K | ﹤0.01% | 4149 |
|
2020
Q4 | $579K | Buy |
39,053
+23,245
| +147% | +$345K | ﹤0.01% | 4236 |
|
2020
Q3 | $214K | Buy |
15,808
+2,752
| +21% | +$37.3K | ﹤0.01% | 4662 |
|
2020
Q2 | $168K | Buy |
13,056
+8,470
| +185% | +$109K | ﹤0.01% | 4812 |
|
2020
Q1 | $50K | Sell |
4,586
-10,480
| -70% | -$114K | ﹤0.01% | 5276 |
|
2019
Q4 | $237K | Sell |
15,066
-8,670
| -37% | -$136K | ﹤0.01% | 4757 |
|
2019
Q3 | $334K | Buy |
23,736
+6,968
| +42% | +$98.1K | ﹤0.01% | 4590 |
|
2019
Q2 | $208K | Buy |
16,768
+4,926
| +42% | +$61.1K | ﹤0.01% | 4873 |
|
2019
Q1 | $167K | Sell |
11,842
-7,312
| -38% | -$103K | ﹤0.01% | 4885 |
|
2018
Q4 | $226K | Buy |
19,154
+11,088
| +137% | +$131K | ﹤0.01% | 4733 |
|
2018
Q3 | $126K | Sell |
8,066
-669
| -8% | -$10.5K | ﹤0.01% | 5047 |
|
2018
Q2 | $134K | Sell |
8,735
-5,425
| -38% | -$83.2K | ﹤0.01% | 4934 |
|
2018
Q1 | $190K | Buy |
14,160
+3,343
| +31% | +$44.9K | ﹤0.01% | 4697 |
|
2017
Q4 | $160K | Sell |
10,817
-2,836
| -21% | -$41.9K | ﹤0.01% | 4739 |
|
2017
Q3 | $213K | Buy |
13,653
+8,970
| +192% | +$140K | ﹤0.01% | 4593 |
|
2017
Q2 | $80K | Sell |
4,683
-8,423
| -64% | -$144K | ﹤0.01% | 4942 |
|
2017
Q1 | $199K | Buy |
13,106
+4,613
| +54% | +$70K | ﹤0.01% | 4608 |
|
2016
Q4 | $128K | Buy |
8,493
+2,652
| +45% | +$40K | ﹤0.01% | 4760 |
|
2016
Q3 | $70K | Sell |
5,841
-467
| -7% | -$5.6K | ﹤0.01% | 4833 |
|
2016
Q2 | $71K | Buy |
6,308
+1,242
| +25% | +$14K | ﹤0.01% | 4900 |
|
2016
Q1 | $50K | Sell |
5,066
-4,363
| -46% | -$43.1K | ﹤0.01% | 4980 |
|
2015
Q4 | $95K | Sell |
9,429
-121
| -1% | -$1.22K | ﹤0.01% | 4798 |
|
2015
Q3 | $89K | Sell |
9,550
-602
| -6% | -$5.61K | ﹤0.01% | 4743 |
|
2015
Q2 | $99K | Buy |
10,152
+351
| +4% | +$3.42K | ﹤0.01% | 4615 |
|
2015
Q1 | $99K | Hold |
9,801
| – | – | ﹤0.01% | 4376 |
|
2014
Q4 | $93K | Sell |
9,801
-309
| -3% | -$2.93K | ﹤0.01% | 4579 |
|
2014
Q3 | $96K | Sell |
10,110
-141
| -1% | -$1.34K | ﹤0.01% | 4518 |
|
2014
Q2 | $103K | Sell |
10,251
-1,004
| -9% | -$10.1K | ﹤0.01% | 4607 |
|
2014
Q1 | $110K | Sell |
11,255
-155
| -1% | -$1.52K | ﹤0.01% | 4428 |
|
2013
Q4 | $108K | Sell |
11,410
-11,082
| -49% | -$105K | ﹤0.01% | 4517 |
|
2013
Q3 | $223K | Sell |
22,492
-3,878
| -15% | -$38.4K | ﹤0.01% | 4002 |
|
2013
Q2 | $271K | Buy |
+26,370
| New | +$271K | ﹤0.01% | 4164 |
|