Legacy Capital Group California’s UDR UDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,731	Closed	-$596K	–	361
2024 Q4	$596K	Hold	13,731	–	–	0.18%	154
2024 Q3	$623K	Buy	+13,731	New	+$623K	0.21%	142