CAPTRUST Financial Advisors’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 | $477K | Buy |
6,702
+891
| +15% | +$63.5K | ﹤0.01% | 1759 |
|
|
2025
Q1 | $429K | Buy |
5,811
+342
| +6% | +$25.2K | ﹤0.01% | 1728 |
|
|
2024
Q4 | $404K | Buy |
5,469
+1,631
| +42% | +$121K | ﹤0.01% | 1726 |
|
|
2024
Q3 | $277K | Sell |
3,838
-739
| -16% | -$53.4K | ﹤0.01% | 1923 |
|
|
2024
Q2 | $285K | Buy |
4,577
+652
| +17% | +$40.6K | ﹤0.01% | 1839 |
|
|
2024
Q1 | $238K | Sell |
3,925
-672
| -15% | -$40.7K | ﹤0.01% | 1912 |
|
|
2023
Q4 | $308K | Sell |
4,597
-420
| -8% | -$28.1K | ﹤0.01% | 2093 |
|
|
2023
Q3 | $298K | Buy |
5,017
+1,616
| +48% | +$96.1K | ﹤0.01% | 1999 |
|
|
2023
Q2 | $210K | Sell |
3,401
-9
| -0.3% | -$556 | ﹤0.01% | 2227 |
|
|
2023
Q1 | $209K | Sell |
3,410
-105
| -3% | -$6.42K | ﹤0.01% | 2029 |
|
|
2022
Q4 | $220K | Buy |
+3,515
| New | +$220K | ﹤0.01% | 1889 |
|