HBK Sorce Advisory’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $339K | Sell |
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|
2025
Q2 | $389K | Sell |
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|
2025
Q1 | $445K | Sell |
|
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|
2024
Q4 | $429K | Sell |
|
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|
2024
Q3 | $457K | Sell |
|
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|
2024
Q2 | $443K | Sell |
|
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|
2024
Q1 | $423K | Sell |
|
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|
2023
Q4 | $558K | Sell |
|
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|
2023
Q3 | $586K | Sell |
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|
2023
Q2 | $714K | Sell |
|
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|
2023
Q1 | $717K | Buy |
|