Heritage Wealth 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 | $813K | Hold |
19,913
| – | – | 0.04% | 97 |
|
|
2025
Q1 | $899K | Hold |
19,913
| – | – | 0.05% | 86 |
|
|
2024
Q4 | $864K | Hold |
19,913
| – | – | 0.04% | 91 |
|
|
2024
Q3 | $903K | Hold |
19,913
| – | – | 0.04% | 95 |
|
|
2024
Q2 | $819K | Sell |
19,913
-324
| -2% | -$13.3K | 0.04% | 95 |
|
|
2024
Q1 | $757K | Buy |
20,237
+39
| +0.2% | +$1.46K | 0.03% | 109 |
|
|
2023
Q4 | $773K | Sell |
20,198
-43,130
| -68% | -$1.65M | 0.04% | 106 |
|
|
2023
Q3 | $2.26M | Hold |
63,328
| – | – | 0.12% | 51 |
|
|
2023
Q2 | $2.72M | Hold |
63,328
| – | – | 0.14% | 47 |
|
|
2023
Q1 | $2.6M | Hold |
63,328
| – | – | 0.14% | 46 |
|
|
2022
Q4 | $2.45M | Sell |
63,328
-110
| -0.2% | -$4.26K | 0.14% | 49 |
|
|
2022
Q3 | $2.65M | Sell |
63,438
-310
| -0.5% | -$12.9K | 0.19% | 44 |
|
|
2022
Q2 | $2.94M | Sell |
63,748
-30
| -0% | -$1.38K | 0.2% | 43 |
|
|
2022
Q1 | $3.66M | Sell |
63,778
-3,838
| -6% | -$220K | 0.2% | 44 |
|
|
2021
Q4 | $4.06M | Sell |
67,616
-9,179
| -12% | -$551K | 0.22% | 43 |
|
|
2021
Q3 | $4.07M | Hold |
76,795
| – | – | 0.25% | 44 |
|
|
2021
Q2 | $3.76M | Hold |
76,795
| – | – | 0.23% | 46 |
|
|
2021
Q1 | $3.37M | Hold |
76,795
| – | – | 0.2% | 45 |
|
|
2020
Q4 | $2.95M | Hold |
76,795
| – | – | 0.18% | 46 |
|
|
2020
Q3 | $2.5M | Hold |
76,795
| – | – | 0.32% | 39 |
|
|
2020
Q2 | $2.87M | Buy |
76,795
+7,625
| +11% | +$285K | 0.4% | 36 |
|
|
2020
Q1 | $2.53M | Sell |
69,170
-1,211
| -2% | -$44.3K | 0.45% | 38 |
|
|
2019
Q4 | $3.29M | Hold |
70,381
| – | – | 0.43% | 33 |
|
|
2019
Q3 | $3.41M | Hold |
70,381
| – | – | 0.5% | 28 |
|
|
2019
Q2 | $3.16M | Buy |
70,381
+54,170
| +334% | +$2.43M | 0.48% | 28 |
|
|
2019
Q1 | $737K | Sell |
16,211
-1,080
| -6% | -$49.1K | 0.12% | 67 |
|
|
2018
Q4 | $685K | Hold |
17,291
| – | – | 0.13% | 65 |
|
|
2018
Q3 | $699K | Buy |
17,291
+1,080
| +7% | +$43.7K | 0.14% | 62 |
|
|
2018
Q2 | $609K | Hold |
16,211
| – | – | 0.23% | 63 |
|
|
2018
Q1 | $577K | Sell |
16,211
-295
| -2% | -$10.5K | 0.24% | 60 |
|
|
2017
Q4 | $635K | Buy |
16,506
+295
| +2% | +$11.3K | 0.27% | 58 |
|
|
2017
Q3 | $617K | Hold |
16,211
| – | – | 0.31% | 55 |
|
|
2017
Q2 | $632K | Hold |
16,211
| – | – | 0.33% | 55 |
|
|
2017
Q1 | $588K | Hold |
16,211
| – | – | 0.32% | 54 |
|
|
2016
Q4 | $591K | Hold |
16,211
| – | – | 0.39% | 41 |
|
|
2016
Q3 | $583K | Hold |
16,211
| – | – | 0.4% | 38 |
|
|
2016
Q2 | $599K | Hold |
16,211
| – | – | 0.4% | 35 |
|
|
2016
Q1 | $625K | Hold |
16,211
| – | – | 0.49% | 29 |
|
|
2015
Q4 | $609K | Hold |
16,211
| – | – | 0.51% | 29 |
|
|
2015
Q3 | $559K | Hold |
16,211
| – | – | 0.48% | 27 |
|
|
2015
Q2 | $519K | Hold |
16,211
| – | – | 0.43% | 41 |
|
|
2015
Q1 | $552K | Hold |
16,211
| – | – | 0.46% | 42 |
|
|
2014
Q4 | $500K | Hold |
16,211
| – | – | 0.45% | 47 |
|
|
2014
Q3 | $442K | Hold |
16,211
| – | – | 0.46% | 42 |
|
|
2014
Q2 | $464K | Hold |
16,211
| – | – | 0.5% | 39 |
|
|
2014
Q1 | $419K | Sell |
16,211
-323
| -2% | -$8.35K | 0.48% | 41 |
|
|
2013
Q4 | $387K | Buy |
+16,534
| New | +$387K | 0.49% | 44 |
|