Clearstead 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 | $29.6K | Buy |
415
+106
| +34% | +$7.55K | ﹤0.01% | 1460 |
|
|
2025
Q1 | $22.8K | Buy |
309
+41
| +15% | +$3.02K | ﹤0.01% | 1389 |
|
|
2024
Q4 | $19.8K | Hold |
268
| – | – | ﹤0.01% | 1389 |
|
|
2024
Q3 | $19.4K | Hold |
268
| – | – | ﹤0.01% | 1424 |
|
|
2024
Q2 | $16.7K | Hold |
268
| – | – | ﹤0.01% | 1428 |
|
|
2024
Q1 | $16K | Sell |
268
-12
| -4% | -$718 | ﹤0.01% | 975 |
|
|
2023
Q4 | $18.8K | Sell |
280
-640
| -70% | -$42.9K | ﹤0.01% | 955 |
|
|
2023
Q3 | $54.7K | Buy |
920
+400
| +77% | +$23.8K | ﹤0.01% | 869 |
|
|
2023
Q2 | $32.1K | Buy |
520
+252
| +94% | +$15.6K | ﹤0.01% | 818 |
|
|
2023
Q1 | $16.4K | Sell |
268
-135
| -33% | -$8.26K | ﹤0.01% | 878 |
|
|
2022
Q4 | $25.2K | Buy |
403
+135
| +50% | +$8.44K | ﹤0.01% | 757 |
|
|
2022
Q3 | $14K | Sell |
268
-62
| -19% | -$3.24K | ﹤0.01% | 833 |
|
|
2022
Q2 | $20K | Buy |
330
+62
| +23% | +$3.76K | ﹤0.01% | 800 |
|
|
2022
Q1 | $19K | Hold |
268
| – | – | ﹤0.01% | 881 |
|
|
2021
Q4 | $20K | Hold |
268
| – | – | ﹤0.01% | 830 |
|
|
2021
Q3 | $18K | Hold |
268
| – | – | ﹤0.01% | 848 |
|
|
2021
Q2 | $17K | Hold |
268
| – | – | ﹤0.01% | 726 |
|
|
2021
Q1 | $15K | Hold |
268
| – | – | ﹤0.01% | 724 |
|
|
2020
Q4 | $12K | Hold |
268
| – | – | ﹤0.01% | 698 |
|
|
2020
Q3 | $10K | Buy |
+268
| New | +$10K | ﹤0.01% | 666 |
|
|
2017
Q4 | – | Sell |
-18,392
| Closed | -$1.14M | – | 249 |
|
|
2017
Q3 | $1.14M | Buy |
+18,392
| New | +$1.14M | 0.15% | 111 |
|