Silver Lake Advisory’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
$1.85M Buy
110,280
+1,280
+1% +$21.5K 0.79% 50
2025
Q1
$2.04M Sell
109,000
-2,379
-2% -$44.5K 0.89% 42
2024
Q4
$2.1M Sell
111,379
-852
-0.8% -$16.1K 0.92% 40
2024
Q3
$2.21M Sell
112,231
-3,510
-3% -$69K 0.9% 43
2024
Q2
$1.85M Buy
115,741
+4,667
+4% +$74.6K 0.83% 42
2024
Q1
$1.8M Sell
111,074
-826
-0.7% -$13.4K 0.8% 43
2023
Q4
$1.71M Buy
111,900
+114
+0.1% +$1.75K 0.96% 39
2023
Q3
$1.57M Buy
111,786
+122
+0.1% +$1.71K 0.97% 40
2023
Q2
$1.78M Buy
111,664
+505
+0.5% +$8.07K 0.95% 41
2023
Q1
$1.64M Buy
111,159
+7,329
+7% +$108K 0.91% 40
2022
Q4
$1.67M Sell
103,830
-305
-0.3% -$4.91K 1.02% 40
2022
Q3
$1.68M Buy
104,135
+668
+0.6% +$10.8K 0.98% 40
2022
Q2
$1.83M Buy
103,467
+1,742
+2% +$30.8K 1% 41
2022
Q1
$2.5M Sell
101,725
-673
-0.7% -$16.5K 1.19% 34
2021
Q4
$2.8M Sell
102,398
-370
-0.4% -$10.1K 1.3% 32
2021
Q3
$2.35M Buy
102,768
+354
+0.3% +$8.11K 1.16% 34
2021
Q2
$2.37M Sell
102,414
-5,271
-5% -$122K 1.14% 37
2021
Q1
$2.06M Sell
107,685
-782
-0.7% -$15K 1.05% 41
2020
Q4
$1.61M Sell
108,467
-19
-0% -$281 0.88% 48
2020
Q3
$1.47M Buy
108,486
+2,140
+2% +$29K 0.9% 46
2020
Q2
$1.38M Buy
106,346
+1,087
+1% +$14.1K 0.88% 44
2020
Q1
$1.14M Sell
105,259
-535
-0.5% -$5.81K 0.84% 41
2019
Q4
$1.66M Sell
105,794
-3,127
-3% -$49.2K 1% 40
2019
Q3
$1.53M Buy
108,921
+2,270
+2% +$32K 0.99% 39
2019
Q2
$1.32M Sell
106,651
-4,872
-4% -$60.5K 0.88% 41
2019
Q1
$1.57M Sell
111,523
-3,219
-3% -$45.3K 1.06% 39
2018
Q4
$1.36M Buy
114,742
+709
+0.6% +$8.4K 1.01% 40
2018
Q3
$1.78M Buy
+114,033
New +$1.78M 1.08% 38