Focus Partners Wealth’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
$1.92M Sell
20,194
-99
-0.5% -$9.4K ﹤0.01% 910
2025
Q1
$1.99M Sell
20,293
-45
-0.2% -$4.4K 0.01% 843
2024
Q4
$2.28M Buy
20,338
+593
+3% +$66.4K 0.01% 793
2024
Q3
$2.27M Buy
19,745
+143
+0.7% +$16.4K 0.01% 737
2024
Q2
$1.98M Sell
19,602
-848
-4% -$85.6K 0.01% 657
2024
Q1
$2.09M Sell
20,450
-313
-2% -$32K 0.02% 472
2023
Q4
$2.14M Buy
+20,763
New +$2.14M 0.03% 345