Carson Wealth (CWM LLC)’s Regency Centers REG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Sell |
1,218
-352
| -22% | -$25.1K | ﹤0.01% | 2845 |
|
|
2025
Q1 | $116K | Buy |
1,570
+279
| +22% | +$20.6K | ﹤0.01% | 2305 |
|
|
2024
Q4 | $95K | Sell |
1,291
-44
| -3% | -$3.24K | ﹤0.01% | 2310 |
|
|
2024
Q3 | $96K | Buy |
1,335
+41
| +3% | +$2.95K | ﹤0.01% | 2217 |
|
|
2024
Q2 | $81K | Sell |
1,294
-1,103
| -46% | -$69K | ﹤0.01% | 2119 |
|
|
2024
Q1 | $145K | Sell |
2,397
-5,762
| -71% | -$349K | ﹤0.01% | 1673 |
|
|
2023
Q4 | $547K | Sell |
8,159
-12,983
| -61% | -$870K | ﹤0.01% | 1030 |
|
|
2023
Q3 | $1.26M | Buy |
21,142
+20,514
| +3,267% | +$1.22M | 0.01% | 660 |
|
|
2023
Q2 | $39K | Buy |
628
+50
| +9% | +$3.11K | ﹤0.01% | 2166 |
|
|
2023
Q1 | $35K | Sell |
578
-20
| -3% | -$1.21K | ﹤0.01% | 2114 |
|
|
2022
Q4 | $37K | Sell |
598
-357
| -37% | -$22.1K | ﹤0.01% | 1938 |
|
|
2022
Q3 | $51K | Buy |
955
+283
| +42% | +$15.1K | ﹤0.01% | 1646 |
|
|
2022
Q2 | $40K | Buy |
672
+356
| +113% | +$21.2K | ﹤0.01% | 1730 |
|
|
2022
Q1 | $23K | Buy |
316
+205
| +185% | +$14.9K | ﹤0.01% | 1997 |
|
|
2021
Q4 | $8K | Buy |
+111
| New | +$8K | ﹤0.01% | 2487 |
|
|
2021
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 2665 |
|
|
2021
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 2665 |
|
|
2020
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 2665 |
|
|
2020
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 2665 |
|
|
2020
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 2665 |
|
|
2020
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 2665 |
|
|
2019
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 2665 |
|
|
2019
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 2665 |
|
|
2019
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 2665 |
|
|
2019
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 2665 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | – | – | 2212 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1959 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1758 |
|
|
2018
Q1 | $0 | Sell |
4
-253
| -98% | – | ﹤0.01% | 1519 |
|
|
2017
Q4 | $18K | Sell |
257
-25
| -9% | -$1.75K | ﹤0.01% | 721 |
|
|
2017
Q3 | $17K | Buy |
282
+278
| +6,950% | +$16.8K | ﹤0.01% | 753 |
|
|
2017
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1286 |
|
|
2017
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1291 |
|