LPL Financial’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $407K | Buy |
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|
2025
Q2 | $390K | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q3 | $186K | Buy |
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|
2020
Q2 | $140K | Sell |
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|
2020
Q1 | $292K | Buy |
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|
2019
Q4 | $414K | Sell |
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|
2019
Q3 | $455K | Sell |
|
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $1.12M | Buy |
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|
2018
Q4 | $677K | Buy |
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|
2018
Q3 | $855K | Sell |
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|
2018
Q2 | $873K | Buy |
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|
2018
Q1 | $665K | Buy |
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|
2017
Q4 | $297K | Buy |
|
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|
2017
Q3 | $237K | Sell |
|
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|
2017
Q2 | $1.42M | Sell |
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|
2017
Q1 | $1.38M | Sell |
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|
2016
Q4 | $1.43M | Sell |
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|
2016
Q3 | $1.12M | Buy |
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|
2016
Q2 | $1.02M | Sell |
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|
2016
Q1 | $1.39M | Buy |
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|
2015
Q4 | $1.21M | Buy |
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|
2015
Q3 | $580K | Sell |
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|
2015
Q2 | $624K | Buy |
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|
2015
Q1 | $460K | Buy |
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|
2014
Q4 | $410K | Sell |
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|
2014
Q3 | $452K | Buy |
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|
2014
Q2 | $410K | Buy |
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|
2014
Q1 | $354K | Buy |
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|
2013
Q4 | $278K | Buy |
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|
2013
Q3 | $244K | Buy |
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|
2013
Q2 | $152K | Buy |
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