First Horizon 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 | $8.17K | Hold |
200
| – | – | ﹤0.01% | 1738 |
|
2025
Q1 | $9.03K | Buy |
+200
| New | +$9.03K | ﹤0.01% | 1637 |
|
2023
Q2 | – | Sell |
-3,378
| Closed | -$139K | – | 2524 |
|
2023
Q1 | $139K | Buy |
3,378
+2,430
| +256% | +$99.8K | 0.01% | 552 |
|
2022
Q4 | $36.7K | Hold |
948
| – | – | ﹤0.01% | 985 |
|
2022
Q3 | $40K | Buy |
948
+103
| +12% | +$4.35K | ﹤0.01% | 927 |
|
2022
Q2 | $39K | Sell |
845
-97
| -10% | -$4.48K | ﹤0.01% | 1025 |
|
2022
Q1 | $54K | Sell |
942
-62
| -6% | -$3.55K | ﹤0.01% | 621 |
|
2021
Q4 | $60K | Sell |
1,004
-94
| -9% | -$5.62K | ﹤0.01% | 854 |
|
2021
Q3 | $58K | Buy |
1,098
+53
| +5% | +$2.8K | ﹤0.01% | 843 |
|
2021
Q2 | $51K | Sell |
1,045
-93
| -8% | -$4.54K | ﹤0.01% | 781 |
|
2021
Q1 | $50K | Hold |
1,138
| – | – | ﹤0.01% | 745 |
|
2020
Q4 | $44K | Buy |
1,138
+16
| +1% | +$619 | ﹤0.01% | 652 |
|
2020
Q3 | $37K | Sell |
1,122
-94
| -8% | -$3.1K | ﹤0.01% | 635 |
|
2020
Q2 | $45K | Buy |
1,216
+109
| +10% | +$4.03K | ﹤0.01% | 552 |
|
2020
Q1 | $40K | Buy |
1,107
+419
| +61% | +$15.1K | ﹤0.01% | 533 |
|
2019
Q4 | $32K | Buy |
+688
| New | +$32K | ﹤0.01% | 701 |
|
2015
Q3 | – | Sell |
-201
| Closed | -$6K | – | 1472 |
|
2015
Q2 | $6K | Sell |
201
-728
| -78% | -$21.7K | ﹤0.01% | 1176 |
|
2015
Q1 | $32K | Hold |
929
| – | – | ﹤0.01% | 690 |
|
2014
Q4 | $29K | Hold |
929
| – | – | ﹤0.01% | 725 |
|
2014
Q3 | $25K | Hold |
929
| – | – | ﹤0.01% | 751 |
|
2014
Q2 | $27K | Buy |
929
+394
| +74% | +$11.5K | ﹤0.01% | 738 |
|
2014
Q1 | $14K | Sell |
535
-194
| -27% | -$5.08K | ﹤0.01% | 882 |
|
2013
Q4 | $17K | Buy |
+729
| New | +$17K | ﹤0.01% | 792 |
|