Aprio Wealth Management’s Regency Centers REG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,804	Closed	-$281K	–	429
2025 Q1	$281K	Buy	3,804 +771	+25%	+$56.9K	0.04%	281
2024 Q4	$224K	Buy	+3,033	New	+$224K	0.03%	282