DADC
UMH
D.A. Davidson & Co’s UMH Properties UMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
1,083,734
+98,622
| +10% | +$1.66M | 0.13% | 134 |
|
|
2025
Q1 | $18.4M | Buy |
985,112
+70,695
| +8% | +$1.32M | 0.15% | 117 |
|
|
2024
Q4 | $17.3M | Buy |
914,417
+41,683
| +5% | +$787K | 0.14% | 120 |
|
|
2024
Q3 | $17.2M | Buy |
872,734
+1,066
| +0.1% | +$21K | 0.14% | 117 |
|
|
2024
Q2 | $13.9M | Buy |
871,668
+47,256
| +6% | +$756K | 0.12% | 130 |
|
|
2024
Q1 | $13.4M | Buy |
824,412
+165,350
| +25% | +$2.69M | 0.12% | 137 |
|
|
2023
Q4 | $10.1M | Buy |
659,062
+1,386
| +0.2% | +$21.2K | 0.1% | 162 |
|
|
2023
Q3 | $9.22M | Buy |
657,676
+37,909
| +6% | +$531K | 0.1% | 167 |
|
|
2023
Q2 | $9.9M | Buy |
619,767
+90,056
| +17% | +$1.44M | 0.1% | 153 |
|
|
2023
Q1 | $7.83M | Buy |
529,711
+105,739
| +25% | +$1.56M | 0.09% | 193 |
|
|
2022
Q4 | $6.83M | Buy |
423,972
+29,008
| +7% | +$467K | 0.08% | 205 |
|
|
2022
Q3 | $6.38M | Buy |
394,964
+30,595
| +8% | +$494K | 0.08% | 194 |
|
|
2022
Q2 | $6.44M | Sell |
364,369
-16,324
| -4% | -$288K | 0.08% | 202 |
|
|
2022
Q1 | $9.36M | Sell |
380,693
-46,732
| -11% | -$1.15M | 0.1% | 160 |
|
|
2021
Q4 | $11.7M | Sell |
427,425
-16,908
| -4% | -$462K | 0.12% | 128 |
|
|
2021
Q3 | $10.2M | Sell |
444,333
-67,727
| -13% | -$1.55M | 0.12% | 140 |
|
|
2021
Q2 | $11.2M | Sell |
512,060
-21,560
| -4% | -$470K | 0.13% | 130 |
|
|
2021
Q1 | $10.2M | Buy |
533,620
+243,656
| +84% | +$4.67M | 0.13% | 128 |
|
|
2020
Q4 | $4.3M | Sell |
289,964
-13,402
| -4% | -$199K | 0.07% | 206 |
|
|
2020
Q3 | $4.11M | Sell |
303,366
-7,192
| -2% | -$97.4K | 0.07% | 192 |
|
|
2020
Q2 | $4.02M | Sell |
310,558
-277,269
| -47% | -$3.59M | 0.08% | 182 |
|
|
2020
Q1 | $6.38M | Sell |
587,827
-21,356
| -4% | -$232K | 0.12% | 128 |
|
|
2019
Q4 | $9.58M | Buy |
609,183
+1,014
| +0.2% | +$15.9K | 0.15% | 108 |
|
|
2019
Q3 | $8.56M | Buy |
608,169
+47,572
| +8% | +$670K | 0.15% | 111 |
|
|
2019
Q2 | $6.96M | Buy |
560,597
+23,184
| +4% | +$288K | 0.13% | 127 |
|
|
2019
Q1 | $7.57M | Buy |
537,413
+2,573
| +0.5% | +$36.2K | 0.13% | 128 |
|
|
2018
Q4 | $6.33M | Buy |
534,840
+67,469
| +14% | +$799K | 0.12% | 141 |
|
|
2018
Q3 | $7.31M | Buy |
467,371
+32,908
| +8% | +$515K | 0.13% | 136 |
|
|
2018
Q2 | $6.67M | Buy |
434,463
+27,062
| +7% | +$415K | 0.13% | 135 |
|
|
2018
Q1 | $5.46M | Buy |
407,401
+97,757
| +32% | +$1.31M | 0.11% | 156 |
|
|
2017
Q4 | $4.61M | Buy |
309,644
+30,906
| +11% | +$461K | 0.1% | 174 |
|
|
2017
Q3 | $4.33M | Buy |
278,738
+33,662
| +14% | +$523K | 0.09% | 214 |
|
|
2017
Q2 | $4.18M | Sell |
245,076
-6,882
| -3% | -$117K | 0.09% | 175 |
|
|
2017
Q1 | $3.83M | Buy |
251,958
+41,187
| +20% | +$626K | 0.09% | 180 |
|
|
2016
Q4 | $3.17M | Buy |
210,771
+17,099
| +9% | +$257K | 0.07% | 264 |
|
|
2016
Q3 | $2.31M | Buy |
193,672
+491
| +0.3% | +$5.85K | 0.06% | 298 |
|
|
2016
Q2 | $2.17M | Buy |
193,181
+24,902
| +15% | +$280K | 0.06% | 281 |
|
|
2016
Q1 | $1.67M | Buy |
168,279
+10,011
| +6% | +$99.3K | 0.05% | 312 |
|
|
2015
Q4 | $1.6M | Buy |
158,268
+8,151
| +5% | +$82.5K | 0.05% | 313 |
|
|
2015
Q3 | $1.4M | Sell |
150,117
-469
| -0.3% | -$4.36K | 0.05% | 330 |
|
|
2015
Q2 | $1.48M | Buy |
150,586
+9,780
| +7% | +$95.8K | 0.05% | 326 |
|
|
2015
Q1 | $1.42M | Sell |
140,806
-2,756
| -2% | -$27.7K | 0.05% | 329 |
|
|
2014
Q4 | $1.37M | Buy |
143,562
+10,679
| +8% | +$102K | 0.04% | 346 |
|
|
2014
Q3 | $1.26M | Buy |
132,883
+10,465
| +9% | +$99.4K | 0.04% | 370 |
|
|
2014
Q2 | $1.23M | Sell |
122,418
-8,776
| -7% | -$88K | 0.04% | 378 |
|
|
2014
Q1 | $1.28M | Buy |
131,194
+40,472
| +45% | +$396K | 0.05% | 343 |
|
|
2013
Q4 | $854K | Buy |
+90,722
| New | +$854K | 0.03% | 447 |
|