Carroll Financial Associates’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $13K | Hold |
187
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q3 | $12K | Hold |
187
| – | – | ﹤0.01% | 1148 |
|
|
2021
Q2 | $11K | Buy |
187
+10
| +6% | +$588 | ﹤0.01% | 1265 |
|
|
2021
Q1 | $10K | Hold |
177
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q4 | $8K | Sell |
177
-136
| -43% | -$6.15K | ﹤0.01% | 1174 |
|
|
2020
Q3 | $11K | Hold |
313
| – | – | ﹤0.01% | 1015 |
|
|
2020
Q2 | $14K | Buy |
313
+136
| +77% | +$6.08K | ﹤0.01% | 950 |
|
|
2020
Q1 | $6K | Hold |
177
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q4 | $11K | Hold |
177
| – | – | ﹤0.01% | 1028 |
|
|
2019
Q3 | $12K | Hold |
177
| – | – | ﹤0.01% | 949 |
|
|
2019
Q2 | $11K | Hold |
177
| – | – | ﹤0.01% | 991 |
|
|
2019
Q1 | $11K | Hold |
177
| – | – | ﹤0.01% | 923 |
|
|
2018
Q4 | $10K | Hold |
177
| – | – | ﹤0.01% | 858 |
|
|
2018
Q3 | $11K | Hold |
177
| – | – | ﹤0.01% | 872 |
|
|
2018
Q2 | $10K | Hold |
177
| – | – | ﹤0.01% | 858 |
|
|
2018
Q1 | $10K | Sell |
177
-89
| -33% | -$5.03K | ﹤0.01% | 844 |
|
|
2017
Q4 | $18K | Buy |
266
+89
| +50% | +$6.02K | ﹤0.01% | 692 |
|
|
2017
Q3 | $11K | Hold |
177
| – | – | ﹤0.01% | 793 |
|
|
2017
Q2 | $11K | Hold |
177
| – | – | ﹤0.01% | 816 |
|
|
2017
Q1 | $11K | Buy |
+177
| New | +$11K | ﹤0.01% | 803 |
|