Firestone Capital Management’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 | $190K | Hold |
11,297
| – | – | 0.04% | 158 |
|
|
2025
Q1 | $211K | Hold |
11,297
| – | – | 0.06% | 142 |
|
|
2024
Q4 | $213K | Hold |
11,297
| – | – | 0.05% | 146 |
|
|
2024
Q3 | $222K | Hold |
11,297
| – | – | 0.06% | 139 |
|
|
2024
Q2 | $181K | Hold |
11,297
| – | – | 0.05% | 141 |
|
|
2024
Q1 | $183K | Hold |
11,297
| – | – | 0.05% | 144 |
|
|
2023
Q4 | $173K | Hold |
11,297
| – | – | 0.05% | 130 |
|
|
2023
Q3 | $158K | Hold |
11,297
| – | – | 0.05% | 125 |
|
|
2023
Q2 | $184K | Hold |
11,297
| – | – | 0.06% | 129 |
|
|
2023
Q1 | $167K | Buy |
+11,297
| New | +$167K | 0.06% | 124 |
|
|
2022
Q4 | – | Sell |
-11,297
| Closed | -$182K | – | 127 |
|
|
2022
Q3 | $182K | Hold |
11,297
| – | – | 0.07% | 108 |
|
|
2022
Q2 | $200K | Hold |
11,297
| – | – | 0.08% | 112 |
|
|
2022
Q1 | $278K | Hold |
11,297
| – | – | 0.09% | 96 |
|
|
2021
Q4 | $309K | Hold |
11,297
| – | – | 0.1% | 96 |
|
|
2021
Q3 | $247K | Hold |
11,297
| – | – | 0.08% | 97 |
|
|
2021
Q2 | $247K | Hold |
11,297
| – | – | 0.09% | 95 |
|
|
2021
Q1 | $217K | Sell |
11,297
-2,206
| -16% | -$42.4K | 0.08% | 99 |
|
|
2020
Q4 | $200K | Buy |
13,503
+531
| +4% | +$7.87K | 0.08% | 104 |
|
|
2020
Q3 | $176K | Hold |
12,972
| – | – | 0.08% | 96 |
|
|
2020
Q2 | $168K | Buy |
12,972
+1,425
| +12% | +$18.5K | 0.08% | 95 |
|
|
2020
Q1 | $125K | Hold |
11,547
| – | – | 0.07% | 107 |
|
|
2019
Q4 | $182K | Buy |
+11,547
| New | +$182K | 0.08% | 104 |
|