Osaic Holdings’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 | $147K | Sell |
7,798
-4,437
| -36% | -$83.5K | ﹤0.01% | 3862 |
|
|
2025
Q1 | $229K | Buy |
12,235
+3,081
| +34% | +$57.6K | ﹤0.01% | 3513 |
|
|
2024
Q4 | $173K | Buy |
9,154
+605
| +7% | +$11.4K | ﹤0.01% | 3726 |
|
|
2024
Q3 | $168K | Sell |
8,549
-143
| -2% | -$2.81K | ﹤0.01% | 3793 |
|
|
2024
Q2 | $139K | Buy |
8,692
+102
| +1% | +$1.63K | ﹤0.01% | 3867 |
|
|
2024
Q1 | $140K | Sell |
8,590
-34,014
| -80% | -$552K | ﹤0.01% | 3984 |
|
|
2023
Q4 | $653K | Sell |
42,604
-18,117
| -30% | -$278K | ﹤0.01% | 2927 |
|
|
2023
Q3 | $851K | Buy |
60,721
+11,743
| +24% | +$165K | ﹤0.01% | 2776 |
|
|
2023
Q2 | $783K | Sell |
48,978
-1,217
| -2% | -$19.4K | ﹤0.01% | 2738 |
|
|
2023
Q1 | $744K | Buy |
50,195
+8,020
| +19% | +$119K | ﹤0.01% | 2762 |
|
|
2022
Q4 | $679K | Buy |
42,175
+113
| +0.3% | +$1.82K | ﹤0.01% | 2750 |
|
|
2022
Q3 | $680K | Buy |
42,062
+2,773
| +7% | +$44.8K | ﹤0.01% | 2590 |
|
|
2022
Q2 | $696K | Buy |
39,289
+652
| +2% | +$11.6K | ﹤0.01% | 2622 |
|
|
2022
Q1 | $867K | Buy |
38,637
+2,128
| +6% | +$47.8K | ﹤0.01% | 2709 |
|
|
2021
Q4 | $993K | Buy |
36,509
+3,659
| +11% | +$99.5K | ﹤0.01% | 2414 |
|
|
2021
Q3 | $755K | Buy |
32,850
+1,737
| +6% | +$39.9K | ﹤0.01% | 2610 |
|
|
2021
Q2 | $680K | Buy |
31,113
+5,042
| +19% | +$110K | ﹤0.01% | 2702 |
|
|
2021
Q1 | $501K | Buy |
26,071
+21,184
| +433% | +$407K | ﹤0.01% | 2860 |
|
|
2020
Q4 | $71K | Sell |
4,887
-1,485
| -23% | -$21.6K | ﹤0.01% | 4292 |
|
|
2020
Q3 | $86K | Buy |
6,372
+2,415
| +61% | +$32.6K | ﹤0.01% | 3928 |
|
|
2020
Q2 | $51K | Sell |
3,957
-10,181
| -72% | -$131K | ﹤0.01% | 4156 |
|
|
2020
Q1 | $32K | Buy |
+14,138
| New | +$32K | ﹤0.01% | 4300 |
|