GeoWealth 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 | $884K | Sell |
12,407
-1,740
| -12% | -$124K | 0.03% | 287 |
|
|
2025
Q1 | $1.04M | Buy |
14,147
+269
| +2% | +$19.8K | 0.04% | 251 |
|
|
2024
Q4 | $1.03M | Buy |
13,878
+2,564
| +23% | +$190K | 0.03% | 289 |
|
|
2024
Q3 | $817K | Sell |
11,314
-58
| -0.5% | -$4.19K | 0.03% | 354 |
|
|
2024
Q2 | $707K | Buy |
11,372
+400
| +4% | +$24.9K | 0.03% | 348 |
|
|
2024
Q1 | $664K | Buy |
+10,972
| New | +$664K | 0.03% | 377 |
|