Cetera Trust Company’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 | $266K | Buy |
3,738
+100
| +3% | +$7.12K | 0.16% | 129 |
|
|
2025
Q1 | $268K | Hold |
3,638
| – | – | 0.17% | 114 |
|
|
2024
Q4 | $269K | Sell |
3,638
-87
| -2% | -$6.43K | 0.17% | 109 |
|
|
2024
Q3 | $269K | Sell |
3,725
-50
| -1% | -$3.61K | 0.16% | 124 |
|
|
2024
Q2 | $235K | Hold |
3,775
| – | – | 0.15% | 135 |
|
|
2024
Q1 | $229K | Hold |
3,775
| – | – | 0.14% | 142 |
|
|
2023
Q4 | $253K | Buy |
+3,775
| New | +$253K | 0.16% | 121 |
|