HBK Sorce Advisory’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
9,535
-315
| -3% | -$12.9K | 0.01% | 392 |
|
|
2025
Q1 | $445K | Sell |
9,850
-25
| -0.3% | -$1.13K | 0.01% | 361 |
|
|
2024
Q4 | $429K | Sell |
9,875
-196
| -2% | -$8.51K | 0.01% | 369 |
|
|
2024
Q3 | $457K | Sell |
10,071
-700
| -6% | -$31.7K | 0.01% | 352 |
|
|
2024
Q2 | $443K | Sell |
10,771
-530
| -5% | -$21.8K | 0.02% | 350 |
|
|
2024
Q1 | $423K | Sell |
11,301
-3,266
| -22% | -$122K | 0.01% | 374 |
|
|
2023
Q4 | $558K | Sell |
14,567
-1,856
| -11% | -$71.1K | 0.02% | 296 |
|
|
2023
Q3 | $586K | Sell |
16,423
-205
| -1% | -$7.31K | 0.03% | 282 |
|
|
2023
Q2 | $714K | Sell |
16,628
-834
| -5% | -$35.8K | 0.03% | 259 |
|
|
2023
Q1 | $717K | Buy |
+17,462
| New | +$717K | 0.03% | 262 |
|