Leavell Investment Management’s UDR UDR Stock Holding History

Leavell Investment Management’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$245K	Hold	6,012	–	–	0.01%	525
2025 Q1	$272K	Buy	6,012 +880	+17%	+$39.8K	0.01%	475
2024 Q4	$223K	Hold	5,132	–	–	0.01%	509
2024 Q3	$233K	Hold	5,132	–	–	0.01%	499
2024 Q2	$211K	Buy	+5,132	New	+$211K	0.01%	486
2023 Q3	–	Sell	-5,132	Closed	-$220K	–	465
2023 Q2	$220K	Hold	5,132	–	–	0.01%	438
2023 Q1	$211K	Sell	5,132 -900	-15%	-$37K	0.02%	438
2022 Q4	$234K	Hold	6,032	–	–	0.02%	410
2022 Q3	$252K	Buy	6,032 +900	+18%	+$37.6K	0.02%	391
2022 Q2	$236K	Hold	5,132	–	–	0.02%	402
2022 Q1	$294K	Hold	5,132	–	–	0.02%	368
2021 Q4	$308K	Hold	5,132	–	–	0.02%	376
2021 Q3	$272K	Hold	5,132	–	–	0.02%	364
2021 Q2	$225K	Hold	5,132	–	–	0.02%	372
2021 Q1	$225K	Buy	+5,132	New	+$225K	0.02%	372
2020 Q3	–	Sell	-6,213	Closed	-$232K	–	373
2020 Q2	$232K	Hold	6,213	–	–	0.02%	335
2020 Q1	$227K	Hold	6,213	–	–	0.03%	323
2019 Q4	$290K	Hold	6,213	–	–	0.03%	332
2019 Q3	$301K	Hold	6,213	–	–	0.03%	323
2019 Q2	$279K	Hold	6,213	–	–	0.03%	332
2019 Q1	$282K	Sell	6,213 -1,923	-24%	-$87.3K	0.03%	322
2018 Q4	$322K	Hold	8,136	–	–	0.04%	292
2018 Q3	$329K	Hold	8,136	–	–	0.04%	305
2018 Q2	$305K	Hold	8,136	–	–	0.03%	314
2018 Q1	$290K	Sell	8,136 -400	-5%	-$14.3K	0.03%	316
2017 Q4	$329K	Hold	8,536	–	–	0.04%	306
2017 Q3	$325K	Hold	8,536	–	–	0.04%	297
2017 Q2	$333K	Hold	8,536	–	–	0.04%	301
2017 Q1	$310K	Sell	8,536 -1,296	-13%	-$47.1K	0.04%	301
2016 Q4	$359K	Hold	9,832	–	–	0.05%	274
2016 Q3	$354K	Hold	9,832	–	–	0.05%	282
2016 Q2	$363K	Hold	9,832	–	–	0.05%	281
2016 Q1	$379K	Hold	9,832	–	–	0.06%	269
2015 Q4	$369K	Hold	9,832	–	–	0.05%	267
2015 Q3	$339K	Hold	9,832	–	–	0.05%	286
2015 Q2	$315K	Buy	+9,832	New	+$315K	0.05%	318