Steward Partners Investment Advisory’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $124K | Hold |
|
|||||
|
2025
Q2 | $136K | Sell |
|
|||||
|
2025
Q1 | $168K | Sell |
|
|||||
|
2024
Q4 | $162K | Sell |
|
|||||
|
2024
Q3 | $174K | Buy |
|
|||||
|
2024
Q2 | $156K | Buy |
|
|||||
|
2024
Q1 | $142K | Sell |
|
|||||
|
2023
Q4 | $197K | Sell |
|
|||||
|
2023
Q3 | $195K | Sell |
|
|||||
|
2023
Q2 | $241K | Sell |
|
|||||
|
2023
Q1 | $251K | Sell |
|
|||||
|
2022
Q4 | $328K | Sell |
|
|||||
|
2022
Q3 | $374K | Buy |
|
|||||
|
2022
Q2 | $412K | Buy |
|
|||||
|
2022
Q1 | $503K | Sell |
|
|||||
|
2021
Q4 | $616K | Buy |
|
|||||
|
2021
Q3 | $539K | Sell |
|
|||||
|
2021
Q2 | $573K | Sell |
|
|||||
|
2021
Q1 | $729K | Buy |
|
|||||
|
2020
Q4 | $324K | Buy |
|
|||||
|
2020
Q3 | $118K | Buy |
|
|||||
|
2020
Q2 | $78K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $19K | Hold |
|
|||||
|
2018
Q2 | $18K | Buy |
|