EverSource Wealth Advisors’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 | $40.6K | Buy |
570
+399
| +233% | +$28.4K | ﹤0.01% | 1751 |
|
|
2025
Q1 | $12.6K | Buy |
171
+103
| +151% | +$7.6K | ﹤0.01% | 1975 |
|
|
2024
Q4 | $5.03K | Buy |
68
+19
| +39% | +$1.4K | ﹤0.01% | 2344 |
|
|
2024
Q3 | $3.54K | Buy |
49
+12
| +32% | +$867 | ﹤0.01% | 2357 |
|
|
2024
Q2 | $2.49K | Buy |
37
+14
| +61% | +$943 | ﹤0.01% | 2477 |
|
|
2024
Q1 | $1.36K | Sell |
23
-19
| -45% | -$1.13K | ﹤0.01% | 2489 |
|
|
2023
Q4 | $2.81K | Buy |
42
+9
| +27% | +$603 | ﹤0.01% | 2078 |
|
|
2023
Q3 | $1.96K | Sell |
33
-8
| -20% | -$476 | ﹤0.01% | 2008 |
|
|
2023
Q2 | $2.53K | Hold |
41
| – | – | ﹤0.01% | 1961 |
|
|
2023
Q1 | $2.51K | Hold |
41
| – | – | ﹤0.01% | 1864 |
|
|
2022
Q4 | $2.56K | Hold |
41
| – | – | ﹤0.01% | 1839 |
|
|
2022
Q3 | $2K | Buy |
41
+8
| +24% | +$390 | ﹤0.01% | 1716 |
|
|
2022
Q2 | $2K | Sell |
33
-13
| -28% | -$788 | ﹤0.01% | 1551 |
|
|
2022
Q1 | $4K | Buy |
46
+23
| +100% | +$2K | ﹤0.01% | 1358 |
|
|
2021
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1606 |
|