GeoWealth Management’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 | $1.15M | Sell |
12,146
-1,819
| -13% | -$173K | 0.05% | 226 |
|
|
2025
Q1 | $1.37M | Buy |
13,965
+522
| +4% | +$51.1K | 0.05% | 210 |
|
|
2024
Q4 | $1.5M | Buy |
13,443
+3,060
| +29% | +$343K | 0.05% | 215 |
|
|
2024
Q3 | $1.19M | Sell |
10,383
-68
| -0.7% | -$7.82K | 0.04% | 268 |
|
|
2024
Q2 | $1.06M | Sell |
10,451
-26
| -0.2% | -$2.63K | 0.05% | 261 |
|
|
2024
Q1 | $1.07M | Buy |
+10,477
| New | +$1.07M | 0.04% | 277 |
|