Stifel Financial’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 | $2.85M | Sell |
169,933
-9,024
| -5% | -$152K | ﹤0.01% | 1590 |
|
|
2025
Q1 | $3.35M | Buy |
178,957
+5,373
| +3% | +$100K | ﹤0.01% | 1415 |
|
|
2024
Q4 | $3.28M | Buy |
173,584
+5,795
| +3% | +$109K | ﹤0.01% | 1444 |
|
|
2024
Q3 | $3.3M | Buy |
167,789
+7,546
| +5% | +$148K | ﹤0.01% | 1449 |
|
|
2024
Q2 | $2.56M | Buy |
160,243
+24,722
| +18% | +$395K | ﹤0.01% | 1554 |
|
|
2024
Q1 | $2.2M | Buy |
135,521
+12,282
| +10% | +$199K | ﹤0.01% | 1651 |
|
|
2023
Q4 | $1.89M | Buy |
123,239
+768
| +0.6% | +$11.8K | ﹤0.01% | 1709 |
|
|
2023
Q3 | $1.72M | Buy |
122,471
+1,530
| +1% | +$21.5K | ﹤0.01% | 1690 |
|
|
2023
Q2 | $1.93M | Buy |
120,941
+10,931
| +10% | +$175K | ﹤0.01% | 1652 |
|
|
2023
Q1 | $1.63M | Buy |
110,010
+30,370
| +38% | +$449K | ﹤0.01% | 1718 |
|
|
2022
Q4 | $1.28M | Buy |
79,640
+5,543
| +7% | +$89.2K | ﹤0.01% | 1816 |
|
|
2022
Q3 | $1.2M | Buy |
74,097
+2,168
| +3% | +$35K | ﹤0.01% | 1832 |
|
|
2022
Q2 | $1.27M | Buy |
71,929
+13,833
| +24% | +$244K | ﹤0.01% | 1822 |
|
|
2022
Q1 | $1.43M | Buy |
58,096
+9,630
| +20% | +$237K | ﹤0.01% | 1875 |
|
|
2021
Q4 | $1.33M | Buy |
48,466
+7,594
| +19% | +$208K | ﹤0.01% | 1912 |
|
|
2021
Q3 | $936K | Buy |
40,872
+5,568
| +16% | +$128K | ﹤0.01% | 2147 |
|
|
2021
Q2 | $770K | Buy |
35,304
+13,059
| +59% | +$285K | ﹤0.01% | 2291 |
|
|
2021
Q1 | $426K | Buy |
+22,245
| New | +$426K | ﹤0.01% | 2580 |
|
|
2020
Q1 | – | Sell |
-16,600
| Closed | -$261K | – | 3085 |
|
|
2019
Q4 | $261K | Sell |
16,600
-13,400
| -45% | -$211K | ﹤0.01% | 2609 |
|
|
2019
Q3 | $422K | Sell |
30,000
-10,701
| -26% | -$151K | ﹤0.01% | 2254 |
|
|
2019
Q2 | $505K | Sell |
40,701
-87,000
| -68% | -$1.08M | ﹤0.01% | 2202 |
|
|
2019
Q1 | $1.8M | Buy |
+127,701
| New | +$1.8M | 0.01% | 1299 |
|