CX Institutional’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
$115K Buy
1,215
+763
+169% +$72.2K ﹤0.01% 745
2025
Q1
$44K Buy
+452
New +$44K ﹤0.01% 850
2022
Q3
Sell
-151
Closed -$14K 715
2022
Q2
$14K Buy
+151
New +$14K ﹤0.01% 898
2021
Q4
Sell
-141
Closed -$17K 553
2021
Q3
$17K Buy
141
+23
+19% +$2.77K ﹤0.01% 761
2021
Q2
$14K Buy
118
+34
+40% +$4.03K ﹤0.01% 789
2021
Q1
$9K Buy
84
+33
+65% +$3.54K ﹤0.01% 777
2020
Q4
$4K Buy
51
+28
+122% +$2.2K ﹤0.01% 793
2020
Q3
$2K Buy
23
+15
+188% +$1.3K ﹤0.01% 807
2020
Q2
$1K Sell
8
-34
-81% -$4.25K ﹤0.01% 796
2020
Q1
$3K Buy
+42
New +$3K ﹤0.01% 609
2019
Q4
Sell
-22
Closed -$3K 748
2019
Q3
$3K Buy
22
+2
+10% +$273 ﹤0.01% 667
2019
Q2
$3K Buy
20
+3
+18% +$450 ﹤0.01% 693
2019
Q1
$2K Buy
+17
New +$2K ﹤0.01% 684