LPL Financial’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Buy |
122,836
+8,690
| +8% | +$355K | ﹤0.01% | 2295 |
|
|
2025
Q1 | $5.16M | Buy |
114,146
+3,525
| +3% | +$159K | ﹤0.01% | 2121 |
|
|
2024
Q4 | $4.8M | Buy |
110,621
+8,931
| +9% | +$388K | ﹤0.01% | 2106 |
|
|
2024
Q3 | $4.61M | Buy |
101,690
+2,166
| +2% | +$98.2K | ﹤0.01% | 2059 |
|
|
2024
Q2 | $4.1M | Buy |
99,524
+4,269
| +4% | +$176K | ﹤0.01% | 2007 |
|
|
2024
Q1 | $3.56M | Buy |
95,255
+3,591
| +4% | +$134K | ﹤0.01% | 2038 |
|
|
2023
Q4 | $3.51M | Sell |
91,664
-19,778
| -18% | -$757K | ﹤0.01% | 1927 |
|
|
2023
Q3 | $3.98M | Buy |
111,442
+1,102
| +1% | +$39.3K | ﹤0.01% | 1723 |
|
|
2023
Q2 | $4.74M | Buy |
110,340
+6,191
| +6% | +$266K | ﹤0.01% | 1588 |
|
|
2023
Q1 | $4.28M | Buy |
104,149
+2,265
| +2% | +$93K | ﹤0.01% | 1604 |
|
|
2022
Q4 | $3.95M | Buy |
101,884
+6,398
| +7% | +$248K | ﹤0.01% | 1600 |
|
|
2022
Q3 | $3.98M | Buy |
95,486
+7,473
| +8% | +$312K | ﹤0.01% | 1529 |
|
|
2022
Q2 | $4.05M | Buy |
88,013
+7,149
| +9% | +$329K | ﹤0.01% | 1541 |
|
|
2022
Q1 | $4.64M | Buy |
80,864
+6,464
| +9% | +$371K | ﹤0.01% | 1489 |
|
|
2021
Q4 | $4.46M | Buy |
74,400
+5,995
| +9% | +$360K | ﹤0.01% | 1525 |
|
|
2021
Q3 | $3.62M | Buy |
68,405
+7,848
| +13% | +$416K | ﹤0.01% | 1605 |
|
|
2021
Q2 | $2.97M | Buy |
60,557
+10,341
| +21% | +$506K | ﹤0.01% | 1691 |
|
|
2021
Q1 | $2.2M | Buy |
50,216
+12,588
| +33% | +$552K | ﹤0.01% | 1769 |
|
|
2020
Q4 | $1.45M | Buy |
37,628
+627
| +2% | +$24.1K | ﹤0.01% | 1902 |
|
|
2020
Q3 | $1.21M | Buy |
37,001
+1,746
| +5% | +$57K | ﹤0.01% | 1789 |
|
|
2020
Q2 | $1.32M | Buy |
35,255
+12,762
| +57% | +$477K | ﹤0.01% | 1617 |
|
|
2020
Q1 | $822K | Buy |
22,493
+2,614
| +13% | +$95.5K | ﹤0.01% | 1747 |
|
|
2019
Q4 | $928K | Buy |
19,879
+3,203
| +19% | +$150K | ﹤0.01% | 1895 |
|
|
2019
Q3 | $808K | Buy |
16,676
+2,248
| +16% | +$109K | ﹤0.01% | 1884 |
|
|
2019
Q2 | $648K | Buy |
14,428
+3,361
| +30% | +$151K | ﹤0.01% | 2055 |
|
|
2019
Q1 | $503K | Buy |
11,067
+482
| +5% | +$21.9K | ﹤0.01% | 2218 |
|
|
2018
Q4 | $419K | Buy |
10,585
+326
| +3% | +$12.9K | ﹤0.01% | 2177 |
|
|
2018
Q3 | $415K | Buy |
10,259
+1,266
| +14% | +$51.2K | ﹤0.01% | 2383 |
|
|
2018
Q2 | $338K | Sell |
8,993
-231
| -3% | -$8.68K | ﹤0.01% | 2522 |
|
|
2018
Q1 | $329K | Buy |
9,224
+1,097
| +13% | +$39.1K | ﹤0.01% | 2510 |
|
|
2017
Q4 | $313K | Buy |
8,127
+52
| +0.6% | +$2K | ﹤0.01% | 2435 |
|
|
2017
Q3 | $307K | Sell |
8,075
-250
| -3% | -$9.51K | ﹤0.01% | 2332 |
|
|
2017
Q2 | $324K | Sell |
8,325
-121
| -1% | -$4.71K | ﹤0.01% | 2222 |
|
|
2017
Q1 | $304K | Sell |
8,446
-546
| -6% | -$19.7K | ﹤0.01% | 2185 |
|
|
2016
Q4 | $323K | Buy |
8,992
+14
| +0.2% | +$503 | ﹤0.01% | 2113 |
|
|
2016
Q3 | $312K | Sell |
8,978
-738
| -8% | -$25.6K | ﹤0.01% | 2086 |
|
|
2016
Q2 | $362K | Sell |
9,716
-9,195
| -49% | -$343K | ﹤0.01% | 1929 |
|
|
2016
Q1 | $722K | Buy |
18,911
+2,235
| +13% | +$85.3K | ﹤0.01% | 1910 |
|
|
2015
Q4 | $624K | Buy |
16,676
+8,368
| +101% | +$313K | ﹤0.01% | 2043 |
|
|
2015
Q3 | $293K | Buy |
8,308
+1,228
| +17% | +$43.3K | ﹤0.01% | 2217 |
|
|
2015
Q2 | $233K | Sell |
7,080
-3,190
| -31% | -$105K | ﹤0.01% | 2513 |
|
|
2015
Q1 | $346K | Buy |
10,270
+3,189
| +45% | +$107K | ﹤0.01% | 2124 |
|
|
2014
Q4 | $218K | Sell |
7,081
-863
| -11% | -$26.6K | ﹤0.01% | 2437 |
|
|
2014
Q3 | $217K | Buy |
7,944
+523
| +7% | +$14.3K | ﹤0.01% | 2394 |
|
|
2014
Q2 | $212K | Sell |
7,421
-3,741
| -34% | -$107K | ﹤0.01% | 2451 |
|
|
2014
Q1 | $288K | Sell |
11,162
-547
| -5% | -$14.1K | ﹤0.01% | 2157 |
|
|
2013
Q4 | $273K | Sell |
11,709
-1,863
| -14% | -$43.4K | ﹤0.01% | 2192 |
|
|
2013
Q3 | $326K | Sell |
13,572
-534
| -4% | -$12.8K | ﹤0.01% | 1950 |
|
|
2013
Q2 | $360K | Buy |
+14,106
| New | +$360K | ﹤0.01% | 1774 |
|