KeyBank National Association’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
24,981
+762
| +3% | +$12.8K | ﹤0.01% | 840 |
|
|
2025
Q1 | $453K | Hold |
24,219
| – | – | ﹤0.01% | 801 |
|
|
2024
Q4 | $457K | Buy |
24,219
+1,699
| +8% | +$32.1K | ﹤0.01% | 825 |
|
|
2024
Q3 | $443K | Hold |
22,520
| – | – | ﹤0.01% | 824 |
|
|
2024
Q2 | $360K | Hold |
22,520
| – | – | ﹤0.01% | 869 |
|
|
2024
Q1 | $366K | Hold |
22,520
| – | – | ﹤0.01% | 876 |
|
|
2023
Q4 | $345K | Buy |
22,520
+28
| +0.1% | +$429 | ﹤0.01% | 890 |
|
|
2023
Q3 | $315K | Hold |
22,492
| – | – | ﹤0.01% | 858 |
|
|
2023
Q2 | $359K | Hold |
22,492
| – | – | ﹤0.01% | 825 |
|
|
2023
Q1 | $333K | Sell |
22,492
-3
| -0% | -$44 | ﹤0.01% | 855 |
|
|
2022
Q4 | $362K | Sell |
22,495
-10
| -0% | -$161 | ﹤0.01% | 805 |
|
|
2022
Q3 | $363K | Buy |
22,505
+1,154
| +5% | +$18.6K | ﹤0.01% | 774 |
|
|
2022
Q2 | $377K | Buy |
+21,351
| New | +$377K | ﹤0.01% | 791 |
|