Jones Financial Companies’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.3K | Sell |
1,137
-246
| -18% | -$10K | ﹤0.01% | 2250 |
|
|
2025
Q1 | $61.6K | Buy |
1,383
+214
| +18% | +$9.53K | ﹤0.01% | 1980 |
|
|
2024
Q4 | $50.8K | Buy |
1,169
+16
| +1% | +$695 | ﹤0.01% | 1872 |
|
|
2024
Q3 | $51.9K | Buy |
1,153
+502
| +77% | +$22.6K | ﹤0.01% | 1621 |
|
|
2024
Q2 | $26.8K | Buy |
+651
| New | +$26.8K | ﹤0.01% | 1459 |
|
|
2013
Q4 | – | Sell |
-3,005
| Closed | -$71K | – | 526 |
|
|
2013
Q3 | $71K | Hold |
3,005
| – | – | ﹤0.01% | 265 |
|
|
2013
Q2 | $77K | Buy |
+3,005
| New | +$77K | ﹤0.01% | 276 |
|