LPL Financial’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
23,199
-36,926
| -61% | -$620K | ﹤0.01% | 4489 |
|
|
2025
Q1 | $1.12M | Sell |
60,125
-2,499
| -4% | -$46.7K | ﹤0.01% | 3422 |
|
|
2024
Q4 | $1.18M | Buy |
62,624
+6,620
| +12% | +$125K | ﹤0.01% | 3323 |
|
|
2024
Q3 | $1.1M | Buy |
56,004
+35,446
| +172% | +$697K | ﹤0.01% | 3257 |
|
|
2024
Q2 | $329K | Buy |
20,558
+1,821
| +10% | +$29.1K | ﹤0.01% | 4123 |
|
|
2024
Q1 | $304K | Sell |
18,737
-16,044
| -46% | -$261K | ﹤0.01% | 4119 |
|
|
2023
Q4 | $533K | Buy |
34,781
+324
| +0.9% | +$4.96K | ﹤0.01% | 3571 |
|
|
2023
Q3 | $483K | Buy |
34,457
+4,961
| +17% | +$69.6K | ﹤0.01% | 3488 |
|
|
2023
Q2 | $471K | Buy |
+29,496
| New | +$471K | ﹤0.01% | 3471 |
|
|
2023
Q1 | – | Sell |
-12,524
| Closed | -$202K | – | 4556 |
|
|
2022
Q4 | $202K | Sell |
12,524
-1,400
| -10% | -$22.5K | ﹤0.01% | 3957 |
|
|
2022
Q3 | $225K | Buy |
13,924
+1,950
| +16% | +$31.5K | ﹤0.01% | 3803 |
|
|
2022
Q2 | $211K | Buy |
11,974
+1,157
| +11% | +$20.4K | ﹤0.01% | 3876 |
|
|
2022
Q1 | $266K | Sell |
10,817
-2,844
| -21% | -$69.9K | ﹤0.01% | 3644 |
|
|
2021
Q4 | $373K | Buy |
13,661
+4,220
| +45% | +$115K | ﹤0.01% | 3514 |
|
|
2021
Q3 | $216K | Buy |
+9,441
| New | +$216K | ﹤0.01% | 3888 |
|
|
2021
Q1 | – | Sell |
-14,207
| Closed | -$210K | – | 4117 |
|
|
2020
Q4 | $210K | Buy |
14,207
+463
| +3% | +$6.84K | ﹤0.01% | 3469 |
|
|
2020
Q3 | $186K | Buy |
13,744
+2,900
| +27% | +$39.2K | ﹤0.01% | 3212 |
|
|
2020
Q2 | $140K | Sell |
10,844
-16,068
| -60% | -$207K | ﹤0.01% | 3194 |
|
|
2020
Q1 | $292K | Buy |
26,912
+600
| +2% | +$6.51K | ﹤0.01% | 2520 |
|
|
2019
Q4 | $414K | Sell |
26,312
-5,975
| -19% | -$94K | ﹤0.01% | 2522 |
|
|
2019
Q3 | $455K | Sell |
32,287
-52,455
| -62% | -$739K | ﹤0.01% | 2327 |
|
|
2019
Q2 | $1.05M | Buy |
84,742
+5,107
| +6% | +$63.4K | ﹤0.01% | 1686 |
|
|
2019
Q1 | $1.12M | Buy |
79,635
+22,480
| +39% | +$316K | ﹤0.01% | 1578 |
|
|
2018
Q4 | $677K | Buy |
57,155
+2,458
| +4% | +$29.1K | ﹤0.01% | 1793 |
|
|
2018
Q3 | $855K | Sell |
54,697
-2,150
| -4% | -$33.6K | ﹤0.01% | 1796 |
|
|
2018
Q2 | $873K | Buy |
56,847
+7,280
| +15% | +$112K | ﹤0.01% | 1703 |
|
|
2018
Q1 | $665K | Buy |
49,567
+29,660
| +149% | +$398K | ﹤0.01% | 1890 |
|
|
2017
Q4 | $297K | Buy |
19,907
+4,657
| +31% | +$69.5K | ﹤0.01% | 2485 |
|
|
2017
Q3 | $237K | Sell |
15,250
-68,100
| -82% | -$1.06M | ﹤0.01% | 2532 |
|
|
2017
Q2 | $1.42M | Sell |
83,350
-7,900
| -9% | -$135K | 0.01% | 1143 |
|
|
2017
Q1 | $1.38M | Sell |
91,250
-4,475
| -5% | -$67.7K | 0.01% | 1048 |
|
|
2016
Q4 | $1.43M | Sell |
95,725
-60
| -0.1% | -$898 | 0.01% | 989 |
|
|
2016
Q3 | $1.12M | Buy |
95,785
+12,785
| +15% | +$149K | 0.01% | 1116 |
|
|
2016
Q2 | $1.02M | Sell |
83,000
-58,820
| -41% | -$723K | 0.01% | 1153 |
|
|
2016
Q1 | $1.39M | Buy |
141,820
+20,980
| +17% | +$205K | ﹤0.01% | 1424 |
|
|
2015
Q4 | $1.21M | Buy |
120,840
+60,748
| +101% | +$607K | ﹤0.01% | 1529 |
|
|
2015
Q3 | $580K | Sell |
60,092
-2,450
| -4% | -$23.6K | ﹤0.01% | 1668 |
|
|
2015
Q2 | $624K | Buy |
62,542
+18,102
| +41% | +$181K | ﹤0.01% | 1722 |
|
|
2015
Q1 | $460K | Buy |
44,440
+1,468
| +3% | +$15.2K | ﹤0.01% | 1907 |
|
|
2014
Q4 | $410K | Sell |
42,972
-4,681
| -10% | -$44.7K | ﹤0.01% | 1923 |
|
|
2014
Q3 | $452K | Buy |
47,653
+6,753
| +17% | +$64.1K | ﹤0.01% | 1873 |
|
|
2014
Q2 | $410K | Buy |
40,900
+4,700
| +13% | +$47.1K | ﹤0.01% | 1953 |
|
|
2014
Q1 | $354K | Buy |
36,200
+6,700
| +23% | +$65.5K | ﹤0.01% | 2023 |
|
|
2013
Q4 | $278K | Buy |
29,500
+5,100
| +21% | +$48.1K | ﹤0.01% | 2180 |
|
|
2013
Q3 | $244K | Buy |
24,400
+9,600
| +65% | +$96K | ﹤0.01% | 2172 |
|
|
2013
Q2 | $152K | Buy |
+14,800
| New | +$152K | ﹤0.01% | 2276 |
|