Geneos Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.71K | Hold |
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|
2025
Q1 | $5.28K | Buy |
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|
2024
Q4 | $1.79K | Hold |
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|
2024
Q3 | $1.84K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $23K | Sell |
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|
2021
Q1 | $23K | Buy |
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|
2020
Q4 | $20K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Buy |
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