CAPTRUST Financial Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Sell |
21,868
-485
| -2% | -$19.8K | ﹤0.01% | 1412 |
|
|
2025
Q1 | $1.01M | Buy |
22,353
+1,214
| +6% | +$54.8K | ﹤0.01% | 1272 |
|
|
2024
Q4 | $918K | Buy |
21,139
+1,794
| +9% | +$77.9K | ﹤0.01% | 1279 |
|
|
2024
Q3 | $877K | Sell |
19,345
-1,835
| -9% | -$83.2K | ﹤0.01% | 1266 |
|
|
2024
Q2 | $872K | Sell |
21,180
-4,061
| -16% | -$167K | ﹤0.01% | 1216 |
|
|
2024
Q1 | $944K | Buy |
25,241
+2,447
| +11% | +$91.5K | ﹤0.01% | 1159 |
|
|
2023
Q4 | $873K | Buy |
22,794
+452
| +2% | +$17.3K | ﹤0.01% | 1360 |
|
|
2023
Q3 | $797K | Buy |
22,342
+2,860
| +15% | +$102K | ﹤0.01% | 1336 |
|
|
2023
Q2 | $837K | Sell |
19,482
-3,630
| -16% | -$156K | ﹤0.01% | 1314 |
|
|
2023
Q1 | $949K | Sell |
23,112
-484
| -2% | -$19.9K | ﹤0.01% | 1066 |
|
|
2022
Q4 | $914K | Buy |
23,596
+915
| +4% | +$35.4K | ﹤0.01% | 1025 |
|
|
2022
Q3 | $946K | Buy |
+22,681
| New | +$946K | 0.01% | 940 |
|