Raymond James & Associates’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $16.6M | Sell |
846,409
-22,116
| -3% | -$435K | 0.01% | 922 |
|
|
2024
Q2 | $13.9M | Buy |
868,525
+43,154
| +5% | +$690K | 0.01% | 977 |
|
|
2024
Q1 | $13.4M | Buy |
825,371
+160,503
| +24% | +$2.61M | 0.01% | 995 |
|
|
2023
Q4 | $10.2M | Buy |
664,868
+61,239
| +10% | +$938K | 0.01% | 1096 |
|
|
2023
Q3 | $8.46M | Buy |
603,629
+37,391
| +7% | +$524K | 0.01% | 1140 |
|
|
2023
Q2 | $9.05M | Buy |
566,238
+70,698
| +14% | +$1.13M | 0.01% | 1112 |
|
|
2023
Q1 | $7.33M | Buy |
495,540
+123,732
| +33% | +$1.83M | 0.01% | 1218 |
|
|
2022
Q4 | $5.99M | Buy |
371,808
+312,331
| +525% | +$5.03M | 0.01% | 1294 |
|
|
2022
Q3 | $961K | Buy |
59,477
+1,017
| +2% | +$16.4K | ﹤0.01% | 2413 |
|
|
2022
Q2 | $1.03M | Buy |
58,460
+91
| +0.2% | +$1.61K | ﹤0.01% | 2414 |
|
|
2022
Q1 | $1.44M | Buy |
58,369
+5,025
| +9% | +$124K | ﹤0.01% | 2358 |
|
|
2021
Q4 | $1.46M | Buy |
53,344
+1,650
| +3% | +$45.1K | ﹤0.01% | 2377 |
|
|
2021
Q3 | $1.18M | Sell |
51,694
-232
| -0.4% | -$5.31K | ﹤0.01% | 2462 |
|
|
2021
Q2 | $1.13M | Sell |
51,926
-31,992
| -38% | -$698K | ﹤0.01% | 2499 |
|
|
2021
Q1 | $1.61M | Buy |
83,918
+29,932
| +55% | +$574K | ﹤0.01% | 2162 |
|
|
2020
Q4 | $800K | Buy |
53,986
+14,000
| +35% | +$207K | ﹤0.01% | 2477 |
|
|
2020
Q3 | $541K | Sell |
39,986
-678
| -2% | -$9.17K | ﹤0.01% | 2545 |
|
|
2020
Q2 | $526K | Buy |
40,664
+95
| +0.2% | +$1.23K | ﹤0.01% | 2538 |
|
|
2020
Q1 | $441K | Sell |
40,569
-634
| -2% | -$6.89K | ﹤0.01% | 2492 |
|
|
2019
Q4 | $648K | Sell |
41,203
-1,311
| -3% | -$20.6K | ﹤0.01% | 2537 |
|
|
2019
Q3 | $599K | Sell |
42,514
-2,086
| -5% | -$29.4K | ﹤0.01% | 2521 |
|
|
2019
Q2 | $553K | Sell |
44,600
-6,380
| -13% | -$79.1K | ﹤0.01% | 2577 |
|
|
2019
Q1 | $718K | Buy |
50,980
+5,360
| +12% | +$75.5K | ﹤0.01% | 2398 |
|
|
2018
Q4 | $540K | Buy |
45,620
+3,041
| +7% | +$36K | ﹤0.01% | 2502 |
|
|
2018
Q3 | $666K | Buy |
42,579
+18,884
| +80% | +$295K | ﹤0.01% | 2498 |
|
|
2018
Q2 | $364K | Sell |
23,695
-45,258
| -66% | -$695K | ﹤0.01% | 2880 |
|
|
2018
Q1 | $925K | Buy |
68,953
+633
| +0.9% | +$8.49K | ﹤0.01% | 2185 |
|
|
2017
Q4 | $1.02M | Buy |
68,320
+41,801
| +158% | +$623K | ﹤0.01% | 2116 |
|
|
2017
Q3 | $412K | Buy |
26,519
+5,326
| +25% | +$82.7K | ﹤0.01% | 2591 |
|
|
2017
Q2 | $361K | Sell |
21,193
-58,689
| -73% | -$1,000K | ﹤0.01% | 2598 |
|
|
2017
Q1 | $1.22M | Sell |
79,882
-2,745
| -3% | -$41.8K | ﹤0.01% | 1848 |
|
|
2016
Q4 | $1.24M | Buy |
82,627
+13,244
| +19% | +$199K | ﹤0.01% | 1808 |
|
|
2016
Q3 | $827K | Buy |
69,383
+46,000
| +197% | +$548K | ﹤0.01% | 1990 |
|
|
2016
Q2 | $263K | Buy |
23,383
+51
| +0.2% | +$574 | ﹤0.01% | 2481 |
|
|
2016
Q1 | $231K | Buy |
23,332
+36
| +0.2% | +$356 | ﹤0.01% | 2488 |
|
|
2015
Q4 | $236K | Buy |
23,296
+1,238
| +6% | +$12.5K | ﹤0.01% | 2278 |
|
|
2015
Q3 | $205K | Hold |
22,058
| – | – | ﹤0.01% | 2245 |
|
|
2015
Q2 | $216K | Sell |
22,058
-2,000
| -8% | -$19.6K | ﹤0.01% | 2354 |
|
|
2015
Q1 | $242K | Sell |
24,058
-3,375
| -12% | -$33.9K | ﹤0.01% | 2267 |
|
|
2014
Q4 | $262K | Buy |
+27,433
| New | +$262K | ﹤0.01% | 2152 |
|