Sequoia Financial Advisors’s UDR UDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,753	Closed	-$350K	–	1602
2025 Q1	$350K	Buy	7,753 +77	+1%	+$3.48K	﹤0.01%	995
2024 Q4	$333K	Buy	7,676 +779	+11%	+$33.8K	﹤0.01%	977
2024 Q3	$313K	Buy	+6,897	New	+$313K	﹤0.01%	945