Heritage Investment Group’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,483
| Closed | -$252K | – | 114 |
|
|
2024
Q3 | $252K | Sell |
3,483
-3,483
| -50% | -$252K | 0.05% | 90 |
|
|
2024
Q2 | $433K | Hold |
6,966
| – | – | 0.09% | 55 |
|
|
2024
Q1 | $422K | Hold |
6,966
| – | – | 0.09% | 59 |
|
|
2023
Q4 | $467K | Hold |
6,966
| – | – | 0.1% | 52 |
|
|
2023
Q3 | $414K | Sell |
6,966
-6,721
| -49% | -$399K | 0.11% | 56 |
|
|
2023
Q2 | $845K | Buy |
+13,687
| New | +$845K | 0.23% | 33 |
|