Lowe Brockenbrough & Co’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
+8,980
| New | +$367K | 0.02% | 235 |
|
|
2021
Q3 | – | Sell |
-14,905
| Closed | -$730K | – | 275 |
|
|
2021
Q2 | $730K | Hold |
14,905
| – | – | 0.07% | 167 |
|
|
2021
Q1 | $654K | Sell |
14,905
-550
| -4% | -$24.1K | 0.06% | 167 |
|
|
2020
Q4 | $594K | Sell |
15,455
-5,000
| -24% | -$192K | 0.06% | 163 |
|
|
2020
Q3 | $667K | Buy |
20,455
+1,945
| +11% | +$63.4K | 0.08% | 157 |
|
|
2020
Q2 | $692K | Hold |
18,510
| – | – | 0.09% | 157 |
|
|
2020
Q1 | $676K | Hold |
18,510
| – | – | 0.11% | 148 |
|
|
2019
Q4 | $864K | Hold |
18,510
| – | – | 0.11% | 153 |
|
|
2019
Q3 | $897K | Sell |
18,510
-200
| -1% | -$9.69K | 0.12% | 144 |
|
|
2019
Q2 | $840K | Sell |
18,710
-300
| -2% | -$13.5K | 0.11% | 150 |
|
|
2019
Q1 | $864K | Hold |
19,010
| – | – | 0.12% | 146 |
|
|
2018
Q4 | $753K | Hold |
19,010
| – | – | 0.12% | 139 |
|
|
2018
Q3 | $769K | Hold |
19,010
| – | – | 0.11% | 151 |
|
|
2018
Q2 | $714K | Hold |
19,010
| – | – | 0.1% | 149 |
|
|
2018
Q1 | $677K | Hold |
19,010
| – | – | 0.1% | 144 |
|
|
2017
Q4 | $732K | Sell |
19,010
-200
| -1% | -$7.7K | 0.11% | 144 |
|
|
2017
Q3 | $731K | Hold |
19,210
| – | – | 0.11% | 140 |
|
|
2017
Q2 | $749K | Sell |
19,210
-368
| -2% | -$14.3K | 0.12% | 133 |
|
|
2017
Q1 | $710K | Sell |
19,578
-540
| -3% | -$19.6K | 0.11% | 134 |
|
|
2016
Q4 | $734K | Hold |
20,118
| – | – | 0.12% | 135 |
|
|
2016
Q3 | $724K | Buy |
+20,118
| New | +$724K | 0.12% | 133 |
|