Edgestream Partners’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 | $13.2M | Buy |
138,824
+92,954
| +203% | +$8.83M | 0.37% | 23 |
|
2025
Q1 | $4.49M | Buy |
45,870
+35,118
| +327% | +$3.44M | 0.15% | 255 |
|
2024
Q4 | $1.2M | Sell |
10,752
-11,125
| -51% | -$1.25M | 0.05% | 517 |
|
2024
Q3 | $2.52M | Buy |
21,877
+2,256
| +11% | +$259K | 0.11% | 336 |
|
2024
Q2 | $1.98M | Buy |
+19,621
| New | +$1.98M | 0.1% | 336 |
|
2023
Q3 | – | Sell |
-18,967
| Closed | -$1.84M | – | 865 |
|
2023
Q2 | $1.84M | Sell |
18,967
-47,622
| -72% | -$4.61M | 0.17% | 205 |
|
2023
Q1 | $6.58M | Buy |
+66,589
| New | +$6.58M | 0.73% | 14 |
|
2022
Q4 | – | Sell |
-26,700
| Closed | -$2.41M | – | 547 |
|
2022
Q3 | $2.41M | Sell |
26,700
-9,496
| -26% | -$856K | 0.19% | 175 |
|
2022
Q2 | $3.47M | Buy |
36,196
+29,220
| +419% | +$2.8M | 0.27% | 122 |
|
2022
Q1 | $852K | Buy |
+6,976
| New | +$852K | 0.07% | 351 |
|