Geneos Wealth Management’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07K | Buy |
+15
| New | +$1.07K | ﹤0.01% | 2969 |
|
|
2022
Q4 | – | Sell |
-338
| Closed | -$18K | – | 2080 |
|
|
2022
Q3 | $18K | Hold |
338
| – | – | ﹤0.01% | 1361 |
|
|
2022
Q2 | $20K | Hold |
338
| – | – | ﹤0.01% | 1684 |
|
|
2022
Q1 | $24K | Hold |
338
| – | – | ﹤0.01% | 1719 |
|
|
2021
Q4 | $25K | Hold |
338
| – | – | ﹤0.01% | 1776 |
|
|
2021
Q3 | $23K | Hold |
338
| – | – | ﹤0.01% | 1854 |
|
|
2021
Q2 | $21K | Hold |
338
| – | – | ﹤0.01% | 1900 |
|
|
2021
Q1 | $21K | Hold |
338
| – | – | ﹤0.01% | 2063 |
|
|
2020
Q4 | $19K | Sell |
338
-112
| -25% | -$6.3K | ﹤0.01% | 1949 |
|
|
2020
Q3 | $16K | Hold |
450
| – | – | ﹤0.01% | 1763 |
|
|
2020
Q2 | $20K | Hold |
450
| – | – | ﹤0.01% | 1624 |
|
|
2020
Q1 | $18K | Hold |
450
| – | – | ﹤0.01% | 1555 |
|
|
2019
Q4 | $28K | Hold |
450
| – | – | ﹤0.01% | 1543 |
|
|
2019
Q3 | $31K | Hold |
450
| – | – | ﹤0.01% | 1409 |
|
|
2019
Q2 | $30K | Hold |
450
| – | – | ﹤0.01% | 1437 |
|
|
2019
Q1 | $30K | Hold |
450
| – | – | ﹤0.01% | 1385 |
|
|
2018
Q4 | $26K | Hold |
450
| – | – | ﹤0.01% | 1387 |
|
|
2018
Q3 | $29K | Buy |
+450
| New | +$29K | ﹤0.01% | 1427 |
|
|
2018
Q2 | – | Sell |
-450
| Closed | -$26K | – | 2314 |
|
|
2018
Q1 | $26K | Hold |
450
| – | – | ﹤0.01% | 1282 |
|
|
2017
Q4 | $31K | Hold |
450
| – | – | ﹤0.01% | 1223 |
|
|
2017
Q3 | $27K | Hold |
450
| – | – | ﹤0.01% | 1209 |
|
|
2017
Q2 | $28K | Hold |
450
| – | – | ﹤0.01% | 1144 |
|
|
2017
Q1 | $29K | Sell |
450
-431
| -49% | -$27.8K | ﹤0.01% | 1104 |
|
|
2016
Q4 | $60K | Sell |
881
-107
| -11% | -$7.29K | 0.01% | 775 |
|
|
2016
Q3 | $76K | Hold |
988
| – | – | 0.01% | 670 |
|
|
2016
Q2 | $82K | Hold |
988
| – | – | 0.01% | 645 |
|
|
2016
Q1 | $74K | Buy |
+988
| New | +$74K | 0.01% | 668 |
|