GoalVest Advisory’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	-3	Closed	-$221	–	497
2025 Q1	$221	Buy	+3	New	+$221	﹤0.01%	437
2022 Q2	–	Sell	-4	Closed	–	–	497
2022 Q1	$0	Buy	+4	New	–	﹤0.01%	486