Hummer Financial Advisory Services’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Hold |
11,722
| – | – | 0.36% | 61 |
|
|
2025
Q1 | $529K | Buy |
11,722
+216
| +2% | +$9.76K | 0.43% | 47 |
|
|
2024
Q4 | $499K | Sell |
11,506
-216
| -2% | -$9.38K | 0.39% | 52 |
|
|
2024
Q3 | $531K | Hold |
11,722
| – | – | 0.42% | 46 |
|
|
2024
Q2 | $482K | Sell |
11,722
-335
| -3% | -$13.8K | 0.42% | 49 |
|
|
2024
Q1 | $451K | Buy |
12,057
+335
| +3% | +$12.5K | 0.37% | 50 |
|
|
2023
Q4 | $449K | Hold |
11,722
| – | – | 0.41% | 52 |
|
|
2023
Q3 | $418K | Hold |
11,722
| – | – | 0.43% | 50 |
|
|
2023
Q2 | $504K | Hold |
11,722
| – | – | 0.49% | 45 |
|
|
2023
Q1 | $481K | Hold |
11,722
| – | – | 0.51% | 44 |
|
|
2022
Q4 | $454K | Hold |
11,722
| – | – | 0.5% | 47 |
|
|
2022
Q3 | $489K | Hold |
11,722
| – | – | 0.57% | 39 |
|
|
2022
Q2 | $540K | Hold |
11,722
| – | – | 0.61% | 36 |
|
|
2022
Q1 | $672K | Hold |
11,722
| – | – | 0.61% | 34 |
|
|
2021
Q4 | $703K | Hold |
11,722
| – | – | 0.59% | 33 |
|
|
2021
Q3 | $621K | Hold |
11,722
| – | – | 0.57% | 38 |
|
|
2021
Q2 | $574K | Hold |
11,722
| – | – | 0.53% | 41 |
|
|
2021
Q1 | $514K | Sell |
11,722
-119
| -1% | -$5.22K | 0.5% | 47 |
|
|
2020
Q4 | $455K | Hold |
11,841
| – | – | 0.48% | 55 |
|
|
2020
Q3 | $386K | Sell |
11,841
-216
| -2% | -$7.04K | 0.45% | 54 |
|
|
2020
Q2 | $451K | Buy |
12,057
+335
| +3% | +$12.5K | 0.58% | 42 |
|
|
2020
Q1 | $428K | Sell |
11,722
-800
| -6% | -$29.2K | 0.65% | 41 |
|
|
2019
Q4 | $585K | Buy |
+12,522
| New | +$585K | 0.63% | 41 |
|