Freedom Investment Management’s Regency Centers REG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,239	Closed	-$239K	–	805
2024 Q4	$239K	Buy	3,239 +28	+0.9%	+$2.05K	0.02%	672
2024 Q3	$232K	Sell	3,211 -806	-20%	-$55.8K	0.02%	673
2024 Q2	$250K	Sell	4,017 -10,679	-73%	-$640K	0.02%	663
2024 Q1	$890K	Sell	14,696 -1,744	-11%	-$108K	0.07%	276
2023 Q4	$1.1M	Sell	16,440 -2,337	-12%	-$145K	0.09%	216
2023 Q3	$1.12M	Sell	18,777 -3,465	-16%	-$219K	0.14%	180
2023 Q2	$1.37M	Sell	22,242 -2,020	-8%	-$120K	0.15%	163
2023 Q1	$1.48M	Buy	+24,262	New	+$1.53M	0.17%	164
2016 Q3	–	Sell	-4,016	Closed	-$336K	–	936
2016 Q2	$336K	Sell	4,016 -297	-7%	-$22.9K	0.02%	549
2016 Q1	$323K	Buy	+4,313	New	+$308K	0.02%	533