Shufro Rose & Co’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 | $1.59M | Sell |
84,850
-1,200
| -1% | -$22.4K | 0.13% | 88 |
|
|
2025
Q1 | $1.61M | Sell |
86,050
-800
| -0.9% | -$15K | 0.13% | 88 |
|
|
2024
Q4 | $1.64M | Sell |
86,850
-3,400
| -4% | -$64.2K | 0.13% | 87 |
|
|
2024
Q3 | $1.44M | Hold |
90,250
| – | – | 0.12% | 97 |
|
|
2024
Q2 | $1.44M | Sell |
90,250
-500
| -0.6% | -$8K | 0.12% | 97 |
|
|
2024
Q1 | $1.47M | Sell |
90,750
-2,050
| -2% | -$33.3K | 0.12% | 99 |
|
|
2023
Q4 | $1.3M | Buy |
92,800
+400
| +0.4% | +$5.61K | 0.12% | 97 |
|
|
2023
Q3 | $1.3M | Hold |
92,400
| – | – | 0.12% | 99 |
|
|
2023
Q2 | $1.48M | Sell |
92,400
-800
| -0.9% | -$12.8K | 0.13% | 84 |
|
|
2023
Q1 | $1.38M | Buy |
93,200
+2,200
| +2% | +$32.5K | 0.13% | 95 |
|
|
2022
Q4 | $1.47M | Buy |
91,000
+300
| +0.3% | +$4.83K | 0.12% | 90 |
|
|
2022
Q3 | $1.47M | Buy |
90,700
+2,600
| +3% | +$42K | 0.15% | 85 |
|
|
2022
Q2 | $1.56M | Buy |
88,100
+29,600
| +51% | +$523K | 0.13% | 87 |
|
|
2022
Q1 | $1.44M | Sell |
58,500
-20,000
| -25% | -$492K | 0.11% | 96 |
|
|
2021
Q4 | $2.15M | Sell |
78,500
-700
| -0.9% | -$19.1K | 0.16% | 84 |
|
|
2021
Q3 | $1.81M | Hold |
79,200
| – | – | 0.14% | 81 |
|
|
2021
Q2 | $1.73M | Sell |
79,200
-5,700
| -7% | -$124K | 0.13% | 82 |
|
|
2021
Q1 | $1.63M | Sell |
84,900
-32,550
| -28% | -$624K | 0.13% | 84 |
|
|
2020
Q4 | $1.74M | Buy |
117,450
+12,300
| +12% | +$182K | 0.15% | 80 |
|
|
2020
Q3 | $1.42M | Buy |
105,150
+5,900
| +6% | +$79.9K | 0.14% | 86 |
|
|
2020
Q2 | $1.28M | Sell |
99,250
-1,200
| -1% | -$15.5K | 0.13% | 83 |
|
|
2020
Q1 | $1.09M | Sell |
100,450
-1,800
| -2% | -$19.6K | 0.13% | 90 |
|
|
2019
Q4 | $1.61M | Buy |
102,250
+1,050
| +1% | +$16.5K | 0.15% | 87 |
|
|
2019
Q3 | $1.43M | Sell |
101,200
-500
| -0.5% | -$7.04K | 0.14% | 92 |
|
|
2019
Q2 | $1.26M | Buy |
101,700
+12,200
| +14% | +$151K | 0.12% | 100 |
|
|
2019
Q1 | $1.26M | Buy |
89,500
+22,600
| +34% | +$318K | 0.13% | 103 |
|
|
2018
Q4 | $792K | Buy |
+66,900
| New | +$792K | 0.09% | 125 |
|