Crewe Advisors’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 | $357 | Hold |
5
| – | – | ﹤0.01% | 678 |
|
|
2025
Q1 | $369 | Hold |
5
| – | – | ﹤0.01% | 649 |
|
|
2024
Q4 | $370 | Sell |
5
-65
| -93% | -$4.81K | ﹤0.01% | 589 |
|
|
2024
Q3 | $5.06K | Buy |
70
+2
| +3% | +$144 | ﹤0.01% | 582 |
|
|
2024
Q2 | $4.23K | Hold |
68
| – | – | ﹤0.01% | 825 |
|
|
2024
Q1 | $4.12K | Buy |
+68
| New | +$4.12K | ﹤0.01% | 769 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$595 | – | 638 |
|
|
2023
Q3 | $595 | Buy |
10
+3
| +43% | +$179 | ﹤0.01% | 383 |
|
|
2023
Q2 | $433 | Buy |
+7
| New | +$433 | ﹤0.01% | 642 |
|