Cornerstone Planning Group’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	$1.49K	Sell	20 -10	-33%	-$744	﹤0.01%	1018
2025 Q1	$2.16K	Buy	+30	New	+$2.16K	﹤0.01%	963
2024 Q1	–	Sell	-6	Closed	-$402	–	1179
2023 Q4	$402	Hold	6	–	–	﹤0.01%	800
2023 Q3	$357	Buy	+6	New	+$357	﹤0.01%	950