Eagle Ridge Investment Management’s Regency Centers REG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,480	Closed	-$211K	–	145
2024 Q1	$211K	Sell	3,480 -2,684	-44%	-$163K	0.02%	143
2023 Q4	$413K	Hold	6,164	–	–	0.04%	106
2023 Q3	$366K	Buy	+6,164	New	+$366K	0.04%	109