Creative Financial Designs’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 | $608K | Sell |
6,396
-110
| -2% | -$10.4K | 0.04% | 291 |
|
2025
Q1 | $636K | Buy |
6,506
+502
| +8% | +$49.1K | 0.05% | 256 |
|
2024
Q4 | $672K | Sell |
6,004
-236
| -4% | -$26.4K | 0.05% | 247 |
|
2024
Q3 | $717K | Buy |
6,240
+426
| +7% | +$49K | 0.06% | 233 |
|
2024
Q2 | $587K | Buy |
5,814
+483
| +9% | +$48.8K | 0.05% | 250 |
|
2024
Q1 | $544K | Buy |
5,331
+3,293
| +162% | +$336K | 0.05% | 254 |
|
2023
Q4 | $210K | Buy |
2,038
+1,085
| +114% | +$112K | 0.02% | 376 |
|
2023
Q3 | $86.4K | Buy |
+953
| New | +$86.4K | 0.01% | 513 |
|
2022
Q2 | – | Sell |
-21
| Closed | -$3K | – | 1281 |
|
2022
Q1 | $3K | Sell |
21
-34
| -62% | -$4.86K | ﹤0.01% | 1117 |
|
2021
Q4 | $7K | Hold |
55
| – | – | ﹤0.01% | 958 |
|
2021
Q3 | $6K | Sell |
55
-80
| -59% | -$8.73K | ﹤0.01% | 1113 |
|
2021
Q2 | $16K | Sell |
135
-34
| -20% | -$4.03K | ﹤0.01% | 912 |
|
2021
Q1 | $17K | Sell |
169
-628
| -79% | -$63.2K | ﹤0.01% | 818 |
|
2020
Q4 | $68K | Sell |
797
-1,615
| -67% | -$138K | 0.01% | 447 |
|
2020
Q3 | $177K | Buy |
2,412
+86
| +4% | +$6.31K | 0.04% | 250 |
|
2020
Q2 | $198K | Buy |
2,326
+1,088
| +88% | +$92.6K | 0.06% | 208 |
|
2020
Q1 | $92K | Buy |
+1,238
| New | +$92K | 0.05% | 178 |
|