Advisornet Financial’s Regency Centers REG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9	Closed	-$656	–	2337
2025 Q3	$656	Buy	9 +4	+80%	+$285	﹤0.01%	2027
2025 Q2	$356	Sell	5 -77	-94%	-$5.5K	﹤0.01%	2097
2025 Q1	$6.05K	Buy	+82	New	+$5.97K	﹤0.01%	1569
2024 Q2	–	Sell	-18	Closed	-$1.09K	–	2173
2024 Q1	$1.09K	Buy	18 +2	+13%	+$124	﹤0.01%	1736
2023 Q4	$1.07K	Buy	+16	New	+$990	﹤0.01%	1866
2022 Q4	–	Sell	-35	Closed	-$2K	–	2478
2022 Q3	$2K	Buy	35 +5	+17%	+$306	﹤0.01%	1697
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	1724
2022 Q1	$2K	Buy	30 +15	+100%	+$1.05K	﹤0.01%	1812
2021 Q4	$1K	Buy	+15	New	+$1.08K	﹤0.01%	1962
2018 Q2	–	Sell	-106	Closed	-$6K	–	1640
2018 Q1	$6K	Buy	+106	New	+$6.4K	﹤0.01%	1197