Oak Thistle LLC’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,884
| Closed | -$559K | – | 565 |
|
|
2024
Q4 | $559K | Buy |
+12,884
| New | +$559K | 0.17% | 224 |
|
|
2024
Q2 | – | Sell |
-8,047
| Closed | -$301K | – | 445 |
|
|
2024
Q1 | $301K | Buy |
+8,047
| New | +$301K | 0.27% | 172 |
|
|
2023
Q4 | – | Sell |
-36,435
| Closed | -$1.3M | – | 648 |
|
|
2023
Q3 | $1.3M | Buy |
+36,435
| New | +$1.3M | 0.38% | 60 |
|
|
2022
Q2 | – | Sell |
-13,079
| Closed | -$750K | – | 414 |
|
|
2022
Q1 | $750K | Buy |
+13,079
| New | +$750K | 0.4% | 67 |
|