Thrivent Financial for Lutherans’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 | – | Sell |
-28,517
| Closed | -$533K | – | 2579 |
|
|
2025
Q1 | $533K | Buy |
+28,517
| New | +$533K | ﹤0.01% | 2046 |
|
|
2022
Q3 | – | Sell |
-66,017
| Closed | -$1.17M | – | 2476 |
|
|
2022
Q2 | $1.17M | Sell |
66,017
-31,093
| -32% | -$549K | ﹤0.01% | 1603 |
|
|
2022
Q1 | $2.39M | Hold |
97,110
| – | – | ﹤0.01% | 1217 |
|
|
2021
Q4 | $2.65M | Buy |
97,110
+27,557
| +40% | +$753K | 0.01% | 1211 |
|
|
2021
Q3 | $1.59M | Buy |
69,553
+35,441
| +104% | +$812K | ﹤0.01% | 1517 |
|
|
2021
Q2 | $744K | Sell |
34,112
-7,856
| -19% | -$171K | ﹤0.01% | 2012 |
|
|
2021
Q1 | $804K | Sell |
41,968
-20,201
| -32% | -$387K | ﹤0.01% | 2000 |
|
|
2020
Q4 | $920K | Hold |
62,169
| – | – | ﹤0.01% | 1803 |
|
|
2020
Q3 | $842K | Buy |
62,169
+1,409
| +2% | +$19.1K | ﹤0.01% | 1671 |
|
|
2020
Q2 | $785K | Hold |
60,760
| – | – | ﹤0.01% | 1658 |
|
|
2020
Q1 | $659K | Hold |
60,760
| – | – | ﹤0.01% | 1564 |
|
|
2019
Q4 | $956K | Buy |
60,760
+7,354
| +14% | +$116K | ﹤0.01% | 1519 |
|
|
2019
Q3 | $752K | Hold |
53,406
| – | – | ﹤0.01% | 1600 |
|
|
2019
Q2 | $663K | Hold |
53,406
| – | – | ﹤0.01% | 1655 |
|
|
2019
Q1 | $752K | Buy |
53,406
+38,493
| +258% | +$542K | ﹤0.01% | 1554 |
|
|
2018
Q4 | $177K | Buy |
+14,913
| New | +$177K | ﹤0.01% | 1944 |
|
|
2016
Q1 | – | Sell |
-88,391
| Closed | -$894K | – | 2027 |
|
|
2015
Q4 | $894K | Buy |
+88,391
| New | +$894K | ﹤0.01% | 1105 |
|