SG Americas Securities’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36,228
| Closed | -$684K | – | 3249 |
|
|
2024
Q4 | $684K | Buy |
36,228
+10,984
| +44% | +$207K | ﹤0.01% | 941 |
|
|
2024
Q3 | $497K | Buy |
+25,244
| New | +$497K | ﹤0.01% | 1495 |
|
|
2024
Q1 | – | Sell |
-30,334
| Closed | -$465K | – | 3015 |
|
|
2023
Q4 | $465K | Buy |
30,334
+9,155
| +43% | +$140K | ﹤0.01% | 1371 |
|
|
2023
Q3 | $297K | Buy |
+21,179
| New | +$297K | ﹤0.01% | 1905 |
|
|
2023
Q2 | – | Sell |
-20,935
| Closed | -$310K | – | 2818 |
|
|
2023
Q1 | $310K | Buy |
+20,935
| New | +$310K | ﹤0.01% | 1914 |
|
|
2022
Q4 | – | Sell |
-10,149
| Closed | -$164K | – | 2994 |
|
|
2022
Q3 | $164K | Buy |
10,149
+3,263
| +47% | +$52.7K | ﹤0.01% | 2214 |
|
|
2022
Q2 | $122K | Sell |
6,886
-60,788
| -90% | -$1.08M | ﹤0.01% | 2730 |
|
|
2022
Q1 | $1.66M | Buy |
67,674
+60,539
| +848% | +$1.49M | 0.01% | 907 |
|
|
2021
Q4 | $195K | Sell |
7,135
-10,449
| -59% | -$286K | ﹤0.01% | 2416 |
|
|
2021
Q3 | $403K | Buy |
+17,584
| New | +$403K | ﹤0.01% | 2475 |
|
|
2021
Q2 | – | Sell |
-7,663
| Closed | -$147K | – | 2864 |
|
|
2021
Q1 | $147K | Sell |
7,663
-38
| -0.5% | -$729 | ﹤0.01% | 2613 |
|
|
2020
Q4 | $114K | Buy |
+7,701
| New | +$114K | ﹤0.01% | 2618 |
|
|
2020
Q3 | – | Sell |
-20,911
| Closed | -$270K | – | 2906 |
|
|
2020
Q2 | $270K | Buy |
20,911
+8,092
| +63% | +$104K | ﹤0.01% | 2231 |
|
|
2020
Q1 | $139K | Buy |
+12,819
| New | +$139K | ﹤0.01% | 2338 |
|
|
2019
Q4 | – | Sell |
-15,289
| Closed | -$215K | – | 2822 |
|
|
2019
Q3 | $215K | Buy |
+15,289
| New | +$215K | ﹤0.01% | 1988 |
|
|
2018
Q3 | – | Sell |
-14,836
| Closed | -$228K | – | 2878 |
|
|
2018
Q2 | $228K | Buy |
+14,836
| New | +$228K | ﹤0.01% | 2199 |
|
|
2016
Q2 | – | Sell |
-12,591
| Closed | -$125K | – | 2476 |
|
|
2016
Q1 | $125K | Buy |
+12,591
| New | +$125K | ﹤0.01% | 2189 |
|