Raymond James Financial Services Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $266K | Buy |
5,871
+26
| +0.4% | +$1.18K | ﹤0.01% | 3001 |
|
2024
Q2 | $241K | Sell |
5,845
-170
| -3% | -$7K | ﹤0.01% | 3007 |
|
2024
Q1 | $225K | Buy |
6,015
+759
| +14% | +$28.4K | ﹤0.01% | 3026 |
|
2023
Q4 | $201K | Sell |
5,256
-409
| -7% | -$15.7K | ﹤0.01% | 2984 |
|
2023
Q3 | $202K | Buy |
5,665
+272
| +5% | +$9.7K | ﹤0.01% | 2925 |
|
2023
Q2 | $232K | Buy |
5,393
+13
| +0.2% | +$558 | ﹤0.01% | 2823 |
|
2023
Q1 | $221K | Buy |
5,380
+191
| +4% | +$7.84K | ﹤0.01% | 2837 |
|
2022
Q4 | $201K | Sell |
5,189
-871
| -14% | -$33.7K | ﹤0.01% | 2861 |
|
2022
Q3 | $253K | Buy |
6,060
+911
| +18% | +$38K | ﹤0.01% | 2688 |
|
2022
Q2 | $237K | Buy |
5,149
+105
| +2% | +$4.83K | ﹤0.01% | 2758 |
|
2022
Q1 | $289K | Buy |
5,044
+128
| +3% | +$7.33K | ﹤0.01% | 2730 |
|
2021
Q4 | $295K | Buy |
+4,916
| New | +$295K | ﹤0.01% | 2714 |
|
2020
Q1 | – | Sell |
-7,018
| Closed | -$328K | – | 2787 |
|
2019
Q4 | $328K | Buy |
7,018
+1,159
| +20% | +$54.2K | ﹤0.01% | 2265 |
|
2019
Q3 | $284K | Buy |
+5,859
| New | +$284K | ﹤0.01% | 2282 |
|
2019
Q2 | – | Sell |
-4,645
| Closed | -$211K | – | 2871 |
|
2019
Q1 | $211K | Buy |
+4,645
| New | +$211K | ﹤0.01% | 2467 |
|
2017
Q3 | – | Sell |
-5,283
| Closed | -$206K | – | 2572 |
|
2017
Q2 | $206K | Buy |
+5,283
| New | +$206K | ﹤0.01% | 2212 |
|
2015
Q2 | – | Sell |
-34,765
| Closed | -$1.18M | – | 782 |
|
2015
Q1 | $1.18M | Sell |
34,765
-850
| -2% | -$28.9K | 0.06% | 316 |
|
2014
Q4 | $1.1M | Sell |
35,615
-150
| -0.4% | -$4.62K | 0.06% | 324 |
|
2014
Q3 | $975K | Buy |
35,765
+625
| +2% | +$17K | 0.05% | 353 |
|
2014
Q2 | $1.01M | Buy |
35,140
+2,300
| +7% | +$65.8K | 0.06% | 325 |
|
2014
Q1 | $848K | Buy |
32,840
+2,662
| +9% | +$68.7K | 0.05% | 362 |
|
2013
Q4 | $705K | Sell |
30,178
-10,712
| -26% | -$250K | 0.04% | 377 |
|
2013
Q3 | $969K | Buy |
+40,890
| New | +$969K | 0.06% | 310 |
|