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 |
|