Creative Planning’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Sell |
20,289
-965
| -5% | -$39.4K | ﹤0.01% | 2008 |
|
|
2025
Q1 | $960K | Buy |
21,254
+749
| +4% | +$33.8K | ﹤0.01% | 1749 |
|
|
2024
Q4 | $890K | Buy |
20,505
+4,786
| +30% | +$208K | ﹤0.01% | 1727 |
|
|
2024
Q3 | $713K | Sell |
15,719
-13
| -0.1% | -$589 | ﹤0.01% | 1797 |
|
|
2024
Q2 | $647K | Buy |
15,732
+2,181
| +16% | +$89.7K | ﹤0.01% | 1738 |
|
|
2024
Q1 | $507K | Buy |
13,551
+4,971
| +58% | +$186K | ﹤0.01% | 1829 |
|
|
2023
Q4 | $329K | Sell |
8,580
-898
| -9% | -$34.4K | ﹤0.01% | 2018 |
|
|
2023
Q3 | $338K | Sell |
9,478
-1,723
| -15% | -$61.5K | ﹤0.01% | 1829 |
|
|
2023
Q2 | $481K | Buy |
11,201
+646
| +6% | +$27.8K | ﹤0.01% | 1570 |
|
|
2023
Q1 | $433K | Buy |
10,555
+1,706
| +19% | +$70K | ﹤0.01% | 1554 |
|
|
2022
Q4 | $343K | Buy |
8,849
+2,244
| +34% | +$86.9K | ﹤0.01% | 1632 |
|
|
2022
Q3 | $275K | Buy |
+6,605
| New | +$275K | ﹤0.01% | 1696 |
|
|
2022
Q2 | – | Sell |
-5,693
| Closed | -$327K | – | 2420 |
|
|
2022
Q1 | $327K | Buy |
5,693
+231
| +4% | +$13.3K | ﹤0.01% | 1574 |
|
|
2021
Q4 | $328K | Buy |
5,462
+1,078
| +25% | +$64.7K | ﹤0.01% | 1559 |
|
|
2021
Q3 | $232K | Buy |
+4,384
| New | +$232K | ﹤0.01% | 1766 |
|
|
2017
Q3 | – | Sell |
-931
| Closed | -$36K | – | 3490 |
|
|
2017
Q2 | $36K | Buy |
931
+119
| +15% | +$4.6K | ﹤0.01% | 2764 |
|
|
2017
Q1 | $29K | Sell |
812
-1,306
| -62% | -$46.6K | ﹤0.01% | 2842 |
|
|
2016
Q4 | $77K | Sell |
2,118
-275
| -11% | -$10K | ﹤0.01% | 2034 |
|
|
2016
Q3 | $86K | Hold |
2,393
| – | – | ﹤0.01% | 1944 |
|
|
2016
Q2 | $88K | Buy |
2,393
+411
| +21% | +$15.1K | ﹤0.01% | 1748 |
|
|
2016
Q1 | $76K | Buy |
1,982
+313
| +19% | +$12K | ﹤0.01% | 1797 |
|
|
2015
Q4 | $63K | Buy |
1,669
+208
| +14% | +$7.85K | ﹤0.01% | 1912 |
|
|
2015
Q3 | $50K | Buy |
+1,461
| New | +$50K | ﹤0.01% | 2031 |
|
|
2015
Q2 | – | Sell |
-2,026
| Closed | -$69K | – | 2769 |
|
|
2015
Q1 | $69K | Hold |
2,026
| – | – | ﹤0.01% | 1776 |
|
|
2014
Q4 | $62K | Sell |
2,026
-233
| -10% | -$7.13K | ﹤0.01% | 1844 |
|
|
2014
Q3 | $62K | Buy |
2,259
+233
| +12% | +$6.4K | ﹤0.01% | 1763 |
|
|
2014
Q2 | $58K | Sell |
2,026
-29
| -1% | -$830 | ﹤0.01% | 1767 |
|
|
2014
Q1 | $53K | Buy |
2,055
+426
| +26% | +$11K | ﹤0.01% | 1761 |
|
|
2013
Q4 | $38K | Hold |
1,629
| – | – | ﹤0.01% | 1779 |
|
|
2013
Q3 | $39K | Sell |
1,629
-108
| -6% | -$2.59K | ﹤0.01% | 1671 |
|
|
2013
Q2 | $44K | Buy |
+1,737
| New | +$44K | ﹤0.01% | 1455 |
|