Ethic Inc’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
$365K Sell
3,861
-2,632
-41% -$249K 0.01% 929
2025
Q1
$630K Buy
6,493
+67
+1% +$6.5K 0.01% 716
2024
Q4
$719K Buy
6,426
+145
+2% +$16.2K 0.01% 690
2024
Q3
$641K Buy
6,281
+12
+0.2% +$1.23K 0.02% 704
2024
Q2
$633K Sell
6,269
-12
-0.2% -$1.21K 0.01% 699
2024
Q1
$641K Buy
6,281
+193
+3% +$19.7K 0.02% 703
2023
Q4
$627K Buy
6,088
+1,030
+20% +$106K 0.02% 668
2023
Q3
$458K Sell
5,058
-3,625
-42% -$329K 0.02% 707
2023
Q2
$840K Sell
8,683
-691
-7% -$66.9K 0.03% 494
2023
Q1
$926K Sell
9,374
-895
-9% -$88.5K 0.04% 464
2022
Q4
$1.04M Buy
10,269
+770
+8% +$77.8K 0.06% 365
2022
Q3
$856K Buy
9,499
+2,411
+34% +$217K 0.06% 363
2022
Q2
$679K Buy
7,088
+909
+15% +$87.1K 0.05% 397
2022
Q1
$754K Buy
6,179
+2,409
+64% +$294K 0.05% 367
2021
Q4
$514K Buy
3,770
+158
+4% +$21.5K 0.04% 403
2021
Q3
$426K Buy
3,612
+73
+2% +$8.61K 0.04% 398
2021
Q2
$415K Sell
3,539
-338
-9% -$39.6K 0.05% 384
2021
Q1
$393K Sell
3,877
-153
-4% -$15.5K 0.07% 328
2020
Q4
$343K Buy
+4,030
New +$343K 0.09% 279