Envestnet Portfolio Solutions’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 | $256K | Buy |
3,589
+463
| +15% | +$33K | ﹤0.01% | 1405 |
|
|
2025
Q1 | $231K | Sell |
3,126
-269
| -8% | -$19.8K | ﹤0.01% | 1421 |
|
|
2024
Q4 | $251K | Buy |
3,395
+244
| +8% | +$18K | ﹤0.01% | 1581 |
|
|
2024
Q3 | $228K | Buy |
+3,151
| New | +$228K | ﹤0.01% | 1578 |
|
|
2024
Q1 | – | Sell |
-3,532
| Closed | -$237K | – | 1644 |
|
|
2023
Q4 | $237K | Buy |
+3,532
| New | +$237K | ﹤0.01% | 1419 |
|