Avantax Advisory Services’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 | $2.58M | Buy |
27,139
+4,718
| +21% | +$448K | 0.01% | 683 |
|
|
2025
Q1 | $2.19M | Sell |
22,421
-41
| -0.2% | -$4.01K | 0.01% | 698 |
|
|
2024
Q4 | $2.51M | Buy |
22,462
+648
| +3% | +$72.5K | 0.02% | 615 |
|
|
2024
Q3 | $2.51M | Buy |
21,814
+500
| +2% | +$57.5K | 0.02% | 597 |
|
|
2024
Q2 | $2.15M | Buy |
21,314
+1,463
| +7% | +$148K | 0.02% | 637 |
|
|
2024
Q1 | $2.03M | Buy |
19,851
+1,235
| +7% | +$126K | 0.02% | 535 |
|
|
2023
Q4 | $1.92M | Buy |
18,616
+677
| +4% | +$69.8K | 0.02% | 513 |
|
|
2023
Q3 | $1.63M | Buy |
17,939
+1,082
| +6% | +$98.1K | 0.02% | 525 |
|
|
2023
Q2 | $1.63M | Sell |
16,857
-28
| -0.2% | -$2.71K | 0.02% | 518 |
|
|
2023
Q1 | $1.67M | Buy |
16,885
+1,047
| +7% | +$103K | 0.02% | 492 |
|
|
2022
Q4 | $1.6M | Buy |
15,838
+1,634
| +12% | +$165K | 0.02% | 485 |
|
|
2022
Q3 | $1.28M | Buy |
14,204
+2,161
| +18% | +$195K | 0.02% | 487 |
|
|
2022
Q2 | $1.15M | Buy |
12,043
+4,326
| +56% | +$414K | 0.02% | 507 |
|
|
2022
Q1 | $942K | Buy |
7,717
+1,134
| +17% | +$138K | 0.01% | 554 |
|
|
2021
Q4 | $897K | Buy |
6,583
+8
| +0.1% | +$1.09K | 0.01% | 554 |
|
|
2021
Q3 | $777K | Sell |
6,575
-446
| -6% | -$52.7K | 0.01% | 564 |
|
|
2021
Q2 | $828K | Buy |
7,021
+273
| +4% | +$32.2K | 0.02% | 528 |
|
|
2021
Q1 | $685K | Buy |
6,748
+601
| +10% | +$61K | 0.01% | 523 |
|
|
2020
Q4 | $527K | Buy |
6,147
+1,793
| +41% | +$154K | 0.01% | 545 |
|
|
2020
Q3 | $320K | Buy |
4,354
+1,597
| +58% | +$117K | 0.01% | 995 |
|
|
2020
Q2 | $237K | Buy |
+2,757
| New | +$237K | 0.01% | 723 |
|