First Trust Direct Indexing’s Regency Centers REG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,847
Closed -$278K 707
2024
Q3
$278K Buy
3,847
+288
+8% +$20.8K 0.01% 772
2024
Q2
$221K Buy
+3,559
New +$221K 0.01% 791