United Capital Financial Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
9,340
+1,971
| +27% | +$80.5K | ﹤0.01% | 846 |
|
|
2025
Q1 | $333K | Buy |
7,369
+145
| +2% | +$6.55K | ﹤0.01% | 853 |
|
|
2024
Q4 | $314K | Buy |
7,224
+80
| +1% | +$3.47K | ﹤0.01% | 858 |
|
|
2024
Q3 | $324K | Buy |
7,144
+4
| +0.1% | +$181 | ﹤0.01% | 851 |
|
|
2024
Q2 | $294K | Buy |
+7,140
| New | +$294K | ﹤0.01% | 857 |
|
|
2022
Q3 | – | Sell |
-5,334
| Closed | -$246K | – | 1153 |
|
|
2022
Q2 | $246K | Buy |
5,334
+133
| +3% | +$6.13K | ﹤0.01% | 996 |
|
|
2022
Q1 | $298K | Buy |
5,201
+125
| +2% | +$7.16K | ﹤0.01% | 986 |
|
|
2021
Q4 | $305K | Buy |
5,076
+108
| +2% | +$6.49K | ﹤0.01% | 1016 |
|
|
2021
Q3 | $263K | Sell |
4,968
-2,136
| -30% | -$113K | ﹤0.01% | 1052 |
|
|
2021
Q2 | $348K | Sell |
7,104
-842
| -11% | -$41.2K | ﹤0.01% | 974 |
|
|
2021
Q1 | $349K | Buy |
7,946
+7
| +0.1% | +$307 | ﹤0.01% | 946 |
|
|
2020
Q4 | $305K | Buy |
+7,939
| New | +$305K | ﹤0.01% | 988 |
|
|
2020
Q1 | – | Sell |
-10,627
| Closed | -$496K | – | 1352 |
|
|
2019
Q4 | $496K | Buy |
+10,627
| New | +$496K | ﹤0.01% | 985 |
|
|
2018
Q2 | – | Sell |
-5,620
| Closed | -$200K | – | 1361 |
|
|
2018
Q1 | $200K | Sell |
5,620
-913
| -14% | -$32.5K | ﹤0.01% | 1238 |
|
|
2017
Q4 | $252K | Sell |
6,533
-188
| -3% | -$7.25K | ﹤0.01% | 1173 |
|
|
2017
Q3 | $256K | Buy |
+6,721
| New | +$256K | ﹤0.01% | 1166 |
|
|
2017
Q1 | – | Sell |
-9,454
| Closed | -$345K | – | 1291 |
|
|
2016
Q4 | $345K | Buy |
9,454
+2,016
| +27% | +$73.6K | ﹤0.01% | 1010 |
|
|
2016
Q3 | $268K | Sell |
7,438
-1,282
| -15% | -$46.2K | ﹤0.01% | 1104 |
|
|
2016
Q2 | $323K | Buy |
8,720
+1,409
| +19% | +$52.2K | ﹤0.01% | 1014 |
|
|
2016
Q1 | $282K | Sell |
7,311
-4,262
| -37% | -$164K | ﹤0.01% | 1016 |
|
|
2015
Q4 | $435K | Sell |
11,573
-5,110
| -31% | -$192K | 0.01% | 915 |
|
|
2015
Q3 | $575K | Sell |
16,683
-788
| -5% | -$27.2K | 0.01% | 850 |
|
|
2015
Q2 | $560K | Buy |
17,471
+2,857
| +20% | +$91.6K | 0.01% | 877 |
|
|
2015
Q1 | $479K | Buy |
14,614
+5,195
| +55% | +$170K | 0.01% | 907 |
|
|
2014
Q4 | $290K | Buy |
+9,419
| New | +$290K | ﹤0.01% | 981 |
|