Bell Investment Advisors’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
$6.18K Hold
65
﹤0.01% 890
2025
Q1
$6.36K Sell
65
-5
-7% -$489 ﹤0.01% 802
2024
Q4
$7.84K Sell
70
-4
-5% -$448 ﹤0.01% 707
2024
Q3
$8.51K Sell
74
-5
-6% -$575 ﹤0.01% 684
2024
Q2
$7.98K Buy
79
+21
+36% +$2.12K ﹤0.01% 695
2024
Q1
$5.92K Hold
58
﹤0.01% 835
2023
Q4
$5.98K Sell
58
-8
-12% -$824 ﹤0.01% 781
2023
Q3
$5.98K Sell
66
-6
-8% -$544 ﹤0.01% 717
2023
Q2
$6.97K Buy
72
+18
+33% +$1.74K ﹤0.01% 652
2023
Q1
$5.34K Buy
54
+10
+23% +$988 ﹤0.01% 751
2022
Q4
$4.45K Buy
44
+17
+63% +$1.72K ﹤0.01% 868
2022
Q3
$2K Sell
27
-12
-31% -$889 ﹤0.01% 1103
2022
Q2
$4K Buy
+39
New +$4K ﹤0.01% 796
2021
Q4
Sell
-41
Closed -$5K 1841
2021
Q3
$5K Buy
+41
New +$5K ﹤0.01% 704