Glass Jacobson Investment Advisors’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 | – | Sell |
-433
| Closed | -$32K | – | 779 |
|
|
2025
Q1 | $32K | Hold |
433
| – | – | 0.01% | 438 |
|
|
2024
Q4 | $32K | Hold |
433
| – | – | 0.01% | 438 |
|
|
2024
Q3 | $31.3K | Hold |
433
| – | – | 0.01% | 435 |
|
|
2024
Q2 | $26.9K | Hold |
433
| – | – | 0.01% | 435 |
|
|
2024
Q1 | $26.2K | Hold |
433
| – | – | 0.01% | 444 |
|
|
2023
Q4 | $29K | Hold |
433
| – | – | 0.01% | 398 |
|
|
2023
Q3 | $25.7K | Buy |
+433
| New | +$25.7K | 0.01% | 398 |
|