Bartlett & Co 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 | $144 | Buy |
+2
| New | +$144 | ﹤0.01% | 1214 |
|
|
2024
Q3 | – | Sell |
-1,600
| Closed | -$101K | – | 1153 |
|
|
2024
Q2 | $101K | Sell |
1,600
-500
| -24% | -$31.4K | ﹤0.01% | 540 |
|
|
2024
Q1 | $129K | Sell |
2,100
-500
| -19% | -$30.6K | ﹤0.01% | 517 |
|
|
2023
Q4 | $178K | Hold |
2,600
| – | – | ﹤0.01% | 484 |
|
|
2023
Q3 | $156K | Hold |
2,600
| – | – | ﹤0.01% | 478 |
|
|
2023
Q2 | $162K | Buy |
+2,600
| New | +$162K | ﹤0.01% | 483 |
|