IFP Advisors’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $162K | Buy |
1,527
+11
| +0.7% | +$1.15K | ﹤0.01% | 1513 |
|
|
2025
Q4 | $153K | Buy |
1,516
+520
| +52% | +$51.2K | ﹤0.01% | 1525 |
|
|
2025
Q3 | $101K | Buy |
996
+228
| +30% | +$22K | ﹤0.01% | 1672 |
|
|
2025
Q2 | $72.9K | Buy |
768
+325
| +73% | +$30.7K | ﹤0.01% | 1835 |
|
|
2025
Q1 | $43.4K | Buy |
443
+14
| +3% | +$1.46K | ﹤0.01% | 1952 |
|
|
2024
Q4 | $48.1K | Buy |
429
+5
| +1% | +$565 | ﹤0.01% | 1853 |
|
|
2024
Q3 | $48.8K | Sell |
424
-1,106
| -72% | -$123K | ﹤0.01% | 1748 |
|
|
2024
Q2 | $154K | Sell |
1,530
-1,555
| -50% | -$157K | 0.01% | 1162 |
|
|
2024
Q1 | $315K | Sell |
3,085
-534
| -15% | -$54K | 0.01% | 776 |
|
|
2023
Q4 | $373K | Sell |
3,619
-498
| -12% | -$47K | 0.02% | 682 |
|
|
2023
Q3 | $373K | Buy |
4,117
+146
| +4% | +$14.4K | 0.02% | 695 |
|
|
2023
Q2 | $384K | Buy |
3,971
+3,098
| +355% | +$291K | 0.02% | 748 |
|
|
2023
Q1 | $119K | Sell |
873
-1,631
| -65% | -$171K | 0.01% | 1163 |
|
|
2022
Q4 | $343K | Sell |
2,504
-1,119
| -31% | -$113K | 0.01% | 1074 |
|
|
2022
Q3 | $511K | Buy |
3,623
+73
| +2% | +$7.42K | 0.01% | 923 |
|
|
2022
Q2 | $500K | Hold |
3,550
| – | – | 0.02% | 858 |
|
|
2022
Q1 | $500K | Buy |
3,550
+3,291
| +1,271% | +$405K | 0.02% | 858 |
|
|
2021
Q4 | $35K | Sell |
259
-805
| -76% | -$102K | ﹤0.01% | 1689 |
|
|
2021
Q3 | $126K | Buy |
1,064
+595
| +127% | +$70.5K | ﹤0.01% | 1187 |
|
|
2021
Q2 | $55K | Sell |
469
-51
| -10% | -$5.79K | ﹤0.01% | 1480 |
|
|
2021
Q1 | $53K | Buy |
520
+13
| +3% | +$1.25K | ﹤0.01% | 1448 |
|
|
2020
Q4 | $43K | Buy |
507
+216
| +74% | +$18K | ﹤0.01% | 1495 |
|
|
2020
Q3 | $22K | Buy |
291
+15
| +5% | +$1.18K | ﹤0.01% | 1606 |
|
|
2020
Q2 | $22K | Buy |
276
+262
| +1,871% | +$21.2K | ﹤0.01% | 1532 |
|
|
2020
Q1 | $1K | Buy |
14
+3
| +27% | +$345 | ﹤0.01% | 2526 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 2660 |
|
|
2019
Q3 | $1K | Buy |
+11
| New | +$1.45K | ﹤0.01% | 2852 |
|
|
2019
Q1 | $77K | Sell |
556
-61
| -10% | -$7.99K | 0.01% | 790 |
|
|
2018
Q4 | $74K | Sell |
617
-272
| -31% | -$34.2K | ﹤0.01% | 1366 |
|
|
2018
Q3 | $112K | Buy |
889
+573
| +181% | +$72.8K | ﹤0.01% | 1406 |
|
|
2018
Q2 | $40K | Buy |
316
+100
| +46% | +$11.8K | ﹤0.01% | 2052 |
|
|
2018
Q1 | $29K | Hold |
216
| – | – | ﹤0.01% | 2152 |
|
|
2017
Q4 | $29K | Sell |
216
-1,287
| -86% | -$166K | ﹤0.01% | 2178 |
|
|
2017
Q3 | $187K | Buy |
1,503
+15
| +1% | +$1.93K | 0.01% | 1186 |
|
|
2017
Q2 | $188K | Sell |
1,488
-46
| -3% | -$5.93K | 0.01% | 1158 |
|
|
2017
Q1 | $205K | Buy |
1,534
+4
| +0.3% | +$553 | 0.01% | 1105 |
|
|
2016
Q4 | $217K | Sell |
1,530
-24
| -2% | -$3.41K | 0.01% | 1010 |
|
|
2016
Q3 | $239K | Buy |
1,554
+49
| +3% | +$7.92K | 0.01% | 911 |
|
|
2016
Q2 | $249K | Buy |
1,505
+949
| +171% | +$148K | 0.01% | 864 |
|
|
2016
Q1 | $77K | Sell |
556
-976
| -64% | -$146K | 0.01% | 790 |
|
|
2015
Q4 | $224K | Buy |
+1,532
| New | +$221K | 0.02% | 787 |
|
Other funds holding FRT
VPM
VCM
RC
