Creative Planning’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Buy |
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|
2025
Q1 | $772K | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $895K | Buy |
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|
2024
Q2 | $662K | Sell |
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|
2024
Q1 | $693K | Buy |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $521K | Buy |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $498K | Buy |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $217K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $378K | Buy |
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|
2017
Q2 | $320K | Sell |
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|
2017
Q1 | $348K | Buy |
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|
2016
Q4 | $67K | Sell |
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|
2016
Q3 | $91K | Buy |
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|
2016
Q2 | $57K | Sell |
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|
2016
Q1 | $56K | Sell |
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|
2015
Q4 | $66K | Buy |
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|
2015
Q3 | $31K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3K | Sell |
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|
2014
Q4 | $20K | Sell |
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|
2014
Q3 | $35K | Sell |
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|
2014
Q2 | $42K | Sell |
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|
2014
Q1 | $54K | Buy |
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|
2013
Q4 | $43K | Sell |
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|
2013
Q3 | $95K | Buy |
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|
2013
Q2 | $44K | Buy |
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