Lokken Investment Group’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39,122
| Closed | -$770K | – | 159 |
|
|
2024
Q3 | $770K | Hold |
39,122
| – | – | 0.32% | 71 |
|
|
2024
Q2 | $626K | Hold |
39,122
| – | – | 0.29% | 74 |
|
|
2024
Q1 | $635K | Buy |
39,122
+10,000
| +34% | +$162K | 0.32% | 75 |
|
|
2023
Q4 | $446K | Hold |
29,122
| – | – | 0.25% | 83 |
|
|
2023
Q3 | $408K | Hold |
29,122
| – | – | 0.27% | 80 |
|
|
2023
Q2 | $465K | Hold |
29,122
| – | – | 0.3% | 75 |
|
|
2023
Q1 | $431K | Buy |
29,122
+4,000
| +16% | +$59.2K | 0.33% | 74 |
|
|
2022
Q4 | $404K | Hold |
25,122
| – | – | 0.32% | 77 |
|
|
2022
Q3 | $406K | Hold |
25,122
| – | – | 0.35% | 60 |
|
|
2022
Q2 | $444K | Buy |
25,122
+8,200
| +48% | +$145K | 0.36% | 64 |
|
|
2022
Q1 | $398K | Hold |
16,922
| – | – | 0.32% | 75 |
|
|
2021
Q4 | $462K | Hold |
16,922
| – | – | 0.33% | 64 |
|
|
2021
Q3 | $388K | Hold |
16,922
| – | – | 0.31% | 74 |
|
|
2021
Q2 | $369K | Hold |
16,922
| – | – | 0.3% | 84 |
|
|
2021
Q1 | $324K | Hold |
16,922
| – | – | 0.29% | 80 |
|
|
2020
Q4 | $251K | Buy |
+16,922
| New | +$251K | 0.23% | 84 |
|