Larson Financial Group’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Buy |
429
+211
| +97% | +$8.62K | ﹤0.01% | 1542 |
|
|
2025
Q1 | $9.85K | Buy |
218
+183
| +523% | +$8.27K | ﹤0.01% | 1629 |
|
|
2024
Q4 | $1.52K | Sell |
35
-8
| -19% | -$347 | ﹤0.01% | 1932 |
|
|
2024
Q3 | $1.95K | Buy |
+43
| New | +$1.95K | ﹤0.01% | 1849 |
|
|
2023
Q2 | – | Sell |
-242
| Closed | -$9.95K | – | 1621 |
|
|
2023
Q1 | $9.95K | Buy |
242
+2
| +0.8% | +$82 | ﹤0.01% | 923 |
|
|
2022
Q4 | $9.3K | Buy |
240
+2
| +0.8% | +$78 | ﹤0.01% | 881 |
|
|
2022
Q3 | $10K | Buy |
238
+2
| +0.8% | +$84 | ﹤0.01% | 799 |
|
|
2022
Q2 | $11K | Buy |
236
+2
| +0.9% | +$93 | ﹤0.01% | 709 |
|
|
2022
Q1 | $13K | Buy |
234
+1
| +0.4% | +$56 | ﹤0.01% | 608 |
|
|
2021
Q4 | $14K | Buy |
233
+2
| +0.9% | +$120 | ﹤0.01% | 612 |
|
|
2021
Q3 | $12K | Buy |
231
+1
| +0.4% | +$52 | ﹤0.01% | 563 |
|
|
2021
Q2 | $11K | Buy |
230
+2
| +0.9% | +$96 | ﹤0.01% | 545 |
|
|
2021
Q1 | $10K | Buy |
+228
| New | +$10K | ﹤0.01% | 555 |
|