CIBC Private Wealth Group’s Regency Centers REG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43.2K Sell
607
-52
-8% -$3.7K ﹤0.01% 1726
2025
Q1
$43.2K Sell
659
-278
-30% -$18.2K ﹤0.01% 1676
2024
Q4
$65.7K Sell
937
-223
-19% -$15.6K ﹤0.01% 1577
2024
Q3
$83.8K Buy
1,160
+446
+62% +$32.2K ﹤0.01% 1564
2024
Q2
$44.1K Buy
714
+28
+4% +$1.73K ﹤0.01% 1723
2024
Q1
$40.9K Buy
+686
New +$40.9K ﹤0.01% 1752
2022
Q1
Sell
-2,763
Closed -$208K 1303
2021
Q4
$208K Buy
+2,763
New +$208K ﹤0.01% 965
2018
Q2
Sell
-20
Closed -$1K 2071
2018
Q1
$1K Buy
+20
New +$1K ﹤0.01% 1875