Steward Partners Investment Advisory’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Sell |
3,321
-407
| -11% | -$16.6K | ﹤0.01% | 1942 |
|
|
2025
Q1 | $168K | Sell |
3,728
-9
| -0.2% | -$407 | ﹤0.01% | 1733 |
|
|
2024
Q4 | $162K | Sell |
3,737
-98
| -3% | -$4.25K | ﹤0.01% | 1729 |
|
|
2024
Q3 | $174K | Buy |
3,835
+34
| +0.9% | +$1.54K | ﹤0.01% | 1594 |
|
|
2024
Q2 | $156K | Buy |
3,801
+14
| +0.4% | +$576 | ﹤0.01% | 1563 |
|
|
2024
Q1 | $142K | Sell |
3,787
-1,350
| -26% | -$50.5K | ﹤0.01% | 1594 |
|
|
2023
Q4 | $197K | Sell |
5,137
-325
| -6% | -$12.4K | ﹤0.01% | 1386 |
|
|
2023
Q3 | $195K | Sell |
5,462
-150
| -3% | -$5.35K | ﹤0.01% | 1295 |
|
|
2023
Q2 | $241K | Sell |
5,612
-500
| -8% | -$21.5K | ﹤0.01% | 1202 |
|
|
2023
Q1 | $251K | Sell |
6,112
-2,364
| -28% | -$97.1K | ﹤0.01% | 1184 |
|
|
2022
Q4 | $328K | Sell |
8,476
-500
| -6% | -$19.4K | 0.01% | 1048 |
|
|
2022
Q3 | $374K | Buy |
8,976
+25
| +0.3% | +$1.04K | 0.01% | 962 |
|
|
2022
Q2 | $412K | Buy |
8,951
+175
| +2% | +$8.06K | 0.01% | 919 |
|
|
2022
Q1 | $503K | Sell |
8,776
-1,497
| -15% | -$85.8K | 0.01% | 925 |
|
|
2021
Q4 | $616K | Buy |
10,273
+91
| +0.9% | +$5.46K | 0.01% | 872 |
|
|
2021
Q3 | $539K | Sell |
10,182
-1,524
| -13% | -$80.7K | 0.01% | 877 |
|
|
2021
Q2 | $573K | Sell |
11,706
-4,919
| -30% | -$241K | 0.01% | 879 |
|
|
2021
Q1 | $729K | Buy |
16,625
+8,195
| +97% | +$359K | 0.01% | 749 |
|
|
2020
Q4 | $324K | Buy |
8,430
+4,800
| +132% | +$184K | 0.01% | 891 |
|
|
2020
Q3 | $118K | Buy |
3,630
+1,550
| +75% | +$50.4K | ﹤0.01% | 1157 |
|
|
2020
Q2 | $78K | Buy |
+2,080
| New | +$78K | ﹤0.01% | 1248 |
|
|
2018
Q4 | – | Sell |
-468
| Closed | -$19K | – | 2078 |
|
|
2018
Q3 | $19K | Hold |
468
| – | – | ﹤0.01% | 1588 |
|
|
2018
Q2 | $18K | Buy |
+468
| New | +$18K | ﹤0.01% | 1514 |
|