CAPTRUST Financial 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 | $474K | Buy |
4,991
+2,131
| +75% | +$202K | ﹤0.01% | 1762 |
|
|
2025
Q1 | $280K | Buy |
2,860
+445
| +18% | +$43.5K | ﹤0.01% | 1982 |
|
|
2024
Q4 | $270K | Buy |
2,415
+189
| +8% | +$21.2K | ﹤0.01% | 1974 |
|
|
2024
Q3 | $256K | Sell |
2,226
-537
| -19% | -$61.7K | ﹤0.01% | 1977 |
|
|
2024
Q2 | $279K | Buy |
2,763
+155
| +6% | +$15.7K | ﹤0.01% | 1852 |
|
|
2024
Q1 | $266K | Sell |
2,608
-379
| -13% | -$38.7K | ﹤0.01% | 1842 |
|
|
2023
Q4 | $308K | Buy |
2,987
+347
| +13% | +$35.8K | ﹤0.01% | 2095 |
|
|
2023
Q3 | $239K | Buy |
+2,640
| New | +$239K | ﹤0.01% | 2163 |
|
|
2023
Q2 | – | Sell |
-3,281
| Closed | -$324K | – | 2557 |
|
|
2023
Q1 | $324K | Buy |
3,281
+531
| +19% | +$52.5K | ﹤0.01% | 1695 |
|
|
2022
Q4 | $278K | Sell |
2,750
-617
| -18% | -$62.3K | ﹤0.01% | 1725 |
|
|
2022
Q3 | $303K | Buy |
+3,367
| New | +$303K | ﹤0.01% | 1528 |
|