IFP Advisors’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.9K | Buy |
768
+325
| +73% | +$30.9K | ﹤0.01% | 1835 |
|
|
2025
Q1 | $43.4K | Buy |
443
+14
| +3% | +$1.37K | ﹤0.01% | 1952 |
|
|
2024
Q4 | $48.1K | Buy |
429
+5
| +1% | +$560 | ﹤0.01% | 1853 |
|
|
2024
Q3 | $48.8K | Sell |
424
-1,106
| -72% | -$127K | ﹤0.01% | 1748 |
|
|
2024
Q2 | $154K | Sell |
1,530
-1,555
| -50% | -$157K | 0.01% | 1162 |
|
|
2024
Q1 | $315K | Sell |
3,085
-534
| -15% | -$54.5K | 0.01% | 776 |
|
|
2023
Q4 | $373K | Sell |
3,619
-498
| -12% | -$51.3K | 0.02% | 682 |
|
|
2023
Q3 | $373K | Buy |
4,117
+146
| +4% | +$13.2K | 0.02% | 695 |
|
|
2023
Q2 | $384K | Buy |
3,971
+3,098
| +355% | +$300K | 0.02% | 748 |
|
|
2023
Q1 | $119K | Sell |
873
-1,631
| -65% | -$223K | 0.01% | 1163 |
|
|
2022
Q4 | $343K | Sell |
2,504
-1,119
| -31% | -$153K | 0.01% | 1074 |
|
|
2022
Q3 | $511K | Buy |
3,623
+73
| +2% | +$10.3K | 0.01% | 924 |
|
|
2022
Q2 | $500K | Hold |
3,550
| – | – | 0.02% | 859 |
|
|
2022
Q1 | $500K | Buy |
3,550
+3,291
| +1,271% | +$464K | 0.02% | 859 |
|
|
2021
Q4 | $35K | Sell |
259
-805
| -76% | -$109K | ﹤0.01% | 1660 |
|
|
2021
Q3 | $126K | Buy |
1,064
+595
| +127% | +$70.5K | ﹤0.01% | 1151 |
|
|
2021
Q2 | $55K | Sell |
469
-51
| -10% | -$5.98K | ﹤0.01% | 1480 |
|
|
2021
Q1 | $53K | Buy |
520
+13
| +3% | +$1.33K | ﹤0.01% | 1445 |
|
|
2020
Q4 | $43K | Buy |
507
+216
| +74% | +$18.3K | ﹤0.01% | 1495 |
|
|
2020
Q3 | $22K | Buy |
291
+15
| +5% | +$1.13K | ﹤0.01% | 1605 |
|
|
2020
Q2 | $22K | Buy |
276
+262
| +1,871% | +$20.9K | ﹤0.01% | 1529 |
|
|
2020
Q1 | $1K | Buy |
14
+3
| +27% | +$214 | ﹤0.01% | 2482 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 2647 |
|
|
2019
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 2837 |
|
|
2019
Q1 | $77K | Sell |
556
-61
| -10% | -$8.45K | 0.01% | 790 |
|
|
2018
Q4 | $74K | Sell |
617
-272
| -31% | -$32.6K | ﹤0.01% | 1356 |
|
|
2018
Q3 | $112K | Buy |
889
+573
| +181% | +$72.2K | ﹤0.01% | 1398 |
|
|
2018
Q2 | $40K | Buy |
316
+100
| +46% | +$12.7K | ﹤0.01% | 2032 |
|
|
2018
Q1 | $29K | Hold |
216
| – | – | ﹤0.01% | 2152 |
|
|
2017
Q4 | $29K | Sell |
216
-1,287
| -86% | -$173K | ﹤0.01% | 2147 |
|
|
2017
Q3 | $187K | Buy |
1,503
+15
| +1% | +$1.87K | 0.01% | 1182 |
|
|
2017
Q2 | $188K | Sell |
1,488
-46
| -3% | -$5.81K | 0.01% | 1155 |
|
|
2017
Q1 | $205K | Buy |
1,534
+4
| +0.3% | +$535 | 0.01% | 1101 |
|
|
2016
Q4 | $217K | Sell |
1,530
-24
| -2% | -$3.4K | 0.01% | 1008 |
|
|
2016
Q3 | $239K | Buy |
1,554
+49
| +3% | +$7.54K | 0.01% | 908 |
|
|
2016
Q2 | $249K | Buy |
1,505
+949
| +171% | +$157K | 0.01% | 863 |
|
|
2016
Q1 | $77K | Sell |
556
-976
| -64% | -$135K | 0.01% | 790 |
|
|
2015
Q4 | $224K | Buy |
+1,532
| New | +$224K | 0.02% | 785 |
|