AW
Avion Wealth’s Regency Centers REG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Sell |
39
-3
| -7% | -$154 | ﹤0.01% | 846 |
|
|
2025
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 660 |
|
|
2024
Q4 | $3K | Buy |
42
+10
| +31% | +$714 | ﹤0.01% | 658 |
|
|
2024
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 707 |
|
|
2024
Q2 | $1K | Sell |
32
-48
| -60% | -$1.5K | ﹤0.01% | 797 |
|
|
2024
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 473 |
|
|
2023
Q4 | $5K | Sell |
80
-16
| -17% | -$1K | ﹤0.01% | 406 |
|
|
2023
Q3 | $5K | Buy |
96
+16
| +20% | +$833 | ﹤0.01% | 366 |
|
|
2023
Q2 | $4K | Sell |
80
-8
| -9% | -$400 | ﹤0.01% | 393 |
|
|
2023
Q1 | $5K | Buy |
88
+8
| +10% | +$455 | ﹤0.01% | 324 |
|
|
2022
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 350 |
|
|
2022
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 329 |
|
|
2022
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 280 |
|
|
2021
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 281 |
|
|
2021
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 287 |
|
|
2021
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 275 |
|
|
2021
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 266 |
|
|
2020
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 292 |
|
|
2020
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 259 |
|
|
2020
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 219 |
|
|
2020
Q1 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 250 |
|