Horizon Investments’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
14,892
+10,553
| +243% | +$426K | 0.01% | 698 |
|
|
2025
Q1 | $194K | Buy |
4,339
+207
| +5% | +$9.25K | 0.01% | 549 |
|
|
2024
Q4 | $178K | Buy |
4,132
+35
| +0.9% | +$1.5K | 0.01% | 557 |
|
|
2024
Q3 | $184K | Sell |
4,097
-1,348
| -25% | -$60.5K | ﹤0.01% | 555 |
|
|
2024
Q2 | $222K | Buy |
5,445
+704
| +15% | +$28.7K | 0.01% | 525 |
|
|
2024
Q1 | $175K | Buy |
4,741
+33
| +0.7% | +$1.22K | ﹤0.01% | 564 |
|
|
2023
Q4 | $178K | Buy |
4,708
+166
| +4% | +$6.29K | 0.01% | 548 |
|
|
2023
Q3 | $160K | Buy |
4,542
+55
| +1% | +$1.94K | ﹤0.01% | 556 |
|
|
2023
Q2 | $191K | Buy |
4,487
+353
| +9% | +$15K | 0.01% | 528 |
|
|
2023
Q1 | $168K | Buy |
+4,134
| New | +$168K | 0.01% | 545 |
|
|
2022
Q2 | – | Sell |
-3,811
| Closed | -$217K | – | 544 |
|
|
2022
Q1 | $217K | Buy |
+3,811
| New | +$217K | 0.01% | 496 |
|
|
2020
Q3 | – | Sell |
-6,652
| Closed | -$246K | – | 456 |
|
|
2020
Q2 | $246K | Buy |
+6,652
| New | +$246K | 0.01% | 401 |
|
|
2020
Q1 | – | Sell |
-5,620
| Closed | -$262K | – | 480 |
|
|
2019
Q4 | $262K | Buy |
+5,620
| New | +$262K | 0.01% | 450 |
|
|
2019
Q3 | – | Sell |
-6,724
| Closed | -$302K | – | 534 |
|
|
2019
Q2 | $302K | Buy |
6,724
+2,099
| +45% | +$94.3K | 0.01% | 374 |
|
|
2019
Q1 | $210K | Sell |
4,625
-47,414
| -91% | -$2.15M | 0.01% | 386 |
|
|
2018
Q4 | $2.06M | Sell |
52,039
-17,580
| -25% | -$697K | 0.1% | 86 |
|
|
2018
Q3 | $2.81M | Buy |
69,619
+5,535
| +9% | +$224K | 0.09% | 43 |
|
|
2018
Q2 | $2.41M | Buy |
+64,084
| New | +$2.41M | 0.1% | 50 |
|
|
2018
Q1 | – | Sell |
-37,023
| Closed | -$1.41M | – | 238 |
|
|
2017
Q4 | $1.41M | Buy |
+37,023
| New | +$1.41M | 0.09% | 73 |
|