Corient Private Wealth’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
6,169
+702
| +13% | +$66.7K | ﹤0.01% | 1716 |
|
|
2025
Q1 | $535K | Buy |
5,467
+612
| +13% | +$59.9K | ﹤0.01% | 1559 |
|
|
2024
Q4 | $544K | Buy |
4,855
+530
| +12% | +$59.3K | ﹤0.01% | 1575 |
|
|
2024
Q3 | $497K | Buy |
4,325
+609
| +16% | +$70K | ﹤0.01% | 1706 |
|
|
2024
Q2 | $375K | Buy |
3,716
+237
| +7% | +$23.9K | ﹤0.01% | 1783 |
|
|
2024
Q1 | $355K | Buy |
3,479
+1,006
| +41% | +$103K | ﹤0.01% | 1800 |
|
|
2023
Q4 | $255K | Sell |
2,473
-567
| -19% | -$58.4K | ﹤0.01% | 1952 |
|
|
2023
Q3 | $276K | Buy |
3,040
+884
| +41% | +$80.1K | ﹤0.01% | 1782 |
|
|
2023
Q2 | $209K | Sell |
2,156
-1,067
| -33% | -$103K | ﹤0.01% | 1847 |
|
|
2023
Q1 | $319K | Buy |
+3,223
| New | +$319K | ﹤0.01% | 1572 |
|