Financial Gravity Asset 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 |
-314
| Closed | -$19.1K | – | 2284 |
|
|
2024
Q1 | $19.1K | Sell |
314
-232
| -42% | -$14.1K | ﹤0.01% | 549 |
|
|
2023
Q4 | $32.6K | Buy |
546
+86
| +19% | +$5.13K | ﹤0.01% | 622 |
|
|
2023
Q3 | $26.8K | Buy |
460
+398
| +642% | +$23.2K | ﹤0.01% | 527 |
|
|
2023
Q2 | $13.6K | Buy |
62
+1
| +2% | +$219 | 0.04% | 219 |
|
|
2023
Q1 | $5.76K | Sell |
61
-2
| -3% | -$189 | 0.18% | 130 |
|
|
2022
Q4 | $1.28K | Buy |
+63
| New | +$1.28K | 0.01% | 621 |
|
|
2018
Q3 | – | Sell |
-28
| Closed | -$2K | – | 1584 |
|
|
2018
Q2 | $2K | Sell |
28
-5
| -15% | -$357 | ﹤0.01% | 1026 |
|
|
2018
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 996 |
|