United Capital Financial Advisors’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 | $239K | Sell |
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|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $324K | Buy |
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|
2024
Q2 | $294K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $305K | Buy |
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|
2021
Q3 | $263K | Sell |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $496K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $200K | Sell |
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|
2017
Q4 | $252K | Sell |
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|
2017
Q3 | $256K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $345K | Buy |
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|
2016
Q3 | $268K | Sell |
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|
2016
Q2 | $323K | Buy |
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|
2016
Q1 | $282K | Sell |
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|
2015
Q4 | $435K | Sell |
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|
2015
Q3 | $575K | Sell |
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|
2015
Q2 | $560K | Buy |
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|
2015
Q1 | $479K | Buy |
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|
2014
Q4 | $290K | Buy |
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