Creative Planning’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 | $1.07M | Buy |
15,023
+332
| +2% | +$23.6K | ﹤0.01% | 1794 |
|
|
2025
Q1 | $1.08M | Sell |
14,691
-2,871
| -16% | -$212K | ﹤0.01% | 1652 |
|
|
2024
Q4 | $1.3M | Buy |
17,562
+4,286
| +32% | +$317K | ﹤0.01% | 1448 |
|
|
2024
Q3 | $959K | Buy |
13,276
+816
| +7% | +$58.9K | ﹤0.01% | 1542 |
|
|
2024
Q2 | $775K | Buy |
12,460
+597
| +5% | +$37.1K | ﹤0.01% | 1599 |
|
|
2024
Q1 | $718K | Buy |
11,863
+2,724
| +30% | +$165K | ﹤0.01% | 1575 |
|
|
2023
Q4 | $612K | Buy |
9,139
+356
| +4% | +$23.9K | ﹤0.01% | 1557 |
|
|
2023
Q3 | $522K | Buy |
8,783
+1,411
| +19% | +$83.9K | ﹤0.01% | 1538 |
|
|
2023
Q2 | $455K | Buy |
7,372
+684
| +10% | +$42.2K | ﹤0.01% | 1610 |
|
|
2023
Q1 | $409K | Buy |
6,688
+294
| +5% | +$18K | ﹤0.01% | 1600 |
|
|
2022
Q4 | $400K | Buy |
+6,394
| New | +$400K | ﹤0.01% | 1538 |
|
|
2017
Q3 | – | Sell |
-489
| Closed | -$31K | – | 3220 |
|
|
2017
Q2 | $31K | Buy |
489
+270
| +123% | +$17.1K | ﹤0.01% | 2838 |
|
|
2017
Q1 | $15K | Buy |
219
+165
| +306% | +$11.3K | ﹤0.01% | 3304 |
|
|
2016
Q4 | $4K | Buy |
54
+15
| +38% | +$1.11K | ﹤0.01% | 3968 |
|
|
2016
Q3 | $3K | Sell |
39
-7
| -15% | -$538 | ﹤0.01% | 4006 |
|
|
2016
Q2 | $4K | Buy |
46
+18
| +64% | +$1.57K | ﹤0.01% | 3687 |
|
|
2016
Q1 | $2K | Sell |
28
-1
| -3% | -$71 | ﹤0.01% | 3892 |
|
|
2015
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 3962 |
|