Concourse Financial Group Securities’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,738
| Closed | -$31.2K | – | 7918 |
|
|
2024
Q4 | $31.2K | Sell |
1,738
-67
| -4% | -$1.2K | ﹤0.01% | 1391 |
|
|
2024
Q3 | $35.5K | Sell |
1,805
-20
| -1% | -$393 | ﹤0.01% | 1311 |
|
|
2024
Q2 | $29.2K | Buy |
1,825
+110
| +6% | +$1.76K | ﹤0.01% | 1401 |
|
|
2024
Q1 | $27.9K | Buy |
1,715
+11
| +0.6% | +$179 | ﹤0.01% | 1408 |
|
|
2023
Q4 | $26.1K | Sell |
1,704
-68
| -4% | -$1.04K | ﹤0.01% | 1397 |
|
|
2023
Q3 | $24.8K | Sell |
1,772
-248
| -12% | -$3.48K | ﹤0.01% | 1372 |
|
|
2023
Q2 | $32.3K | Sell |
2,020
-217
| -10% | -$3.47K | ﹤0.01% | 1254 |
|
|
2023
Q1 | $33.1K | Buy |
2,237
+384
| +21% | +$5.68K | ﹤0.01% | 1264 |
|
|
2022
Q4 | $29.8K | Sell |
1,853
-137
| -7% | -$2.21K | ﹤0.01% | 1292 |
|
|
2022
Q3 | $32K | Sell |
1,990
-726
| -27% | -$11.7K | ﹤0.01% | 1132 |
|
|
2022
Q2 | $48K | Sell |
2,716
-444
| -14% | -$7.85K | ﹤0.01% | 1109 |
|
|
2022
Q1 | $78K | Sell |
3,160
-221
| -7% | -$5.46K | 0.01% | 967 |
|
|
2021
Q4 | $92K | Buy |
3,381
+50
| +2% | +$1.36K | 0.01% | 1037 |
|
|
2021
Q3 | $76K | Buy |
3,331
+590
| +22% | +$13.5K | ﹤0.01% | 1122 |
|
|
2021
Q2 | $60K | Buy |
2,741
+1,491
| +119% | +$32.6K | ﹤0.01% | 1220 |
|
|
2021
Q1 | $24K | Buy |
+1,250
| New | +$24K | ﹤0.01% | 1509 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6090 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5881 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5726 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5659 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5575 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5408 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5469 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5374 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5277 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5095 |
|