Apollon Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
2,679
-1,310
| -33% | -$124K | 0.01% | 1078 |
|
|
2025
Q1 | $390K | Buy |
3,989
+816
| +26% | +$79.8K | 0.01% | 852 |
|
|
2024
Q4 | $355K | Buy |
3,173
+50
| +2% | +$5.6K | 0.01% | 882 |
|
|
2024
Q3 | $359K | Buy |
3,123
+167
| +6% | +$19.2K | 0.01% | 849 |
|
|
2024
Q2 | $298K | Buy |
2,956
+461
| +18% | +$46.5K | 0.01% | 868 |
|
|
2024
Q1 | $255K | Sell |
2,495
-785
| -24% | -$80.2K | 0.01% | 935 |
|
|
2023
Q4 | $338K | Sell |
3,280
-204
| -6% | -$21K | 0.01% | 790 |
|
|
2023
Q3 | $316K | Buy |
3,484
+820
| +31% | +$74.3K | 0.02% | 684 |
|
|
2023
Q2 | $258K | Buy |
+2,664
| New | +$258K | 0.01% | 784 |
|
|
2020
Q4 | – | Sell |
-14,541
| Closed | -$1.07M | – | 222 |
|
|
2020
Q3 | $1.07M | Buy |
14,541
+12,431
| +589% | +$913K | 0.48% | 47 |
|
|
2020
Q2 | $180K | Buy |
+2,110
| New | +$180K | 0.1% | 119 |
|