IFP 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 |
-42
| Closed | -$3.1K | – | 1854 |
|
|
2025
Q1 | $3.1K | Hold |
42
| – | – | ﹤0.01% | 3001 |
|
|
2024
Q4 | $3.11K | Buy |
42
+11
| +35% | +$813 | ﹤0.01% | 2955 |
|
|
2024
Q3 | $2.24K | Hold |
31
| – | – | ﹤0.01% | 2886 |
|
|
2024
Q2 | $1.93K | Buy |
31
+8
| +35% | +$498 | ﹤0.01% | 2825 |
|
|
2024
Q1 | $1.39K | Buy |
23
+18
| +360% | +$1.09K | ﹤0.01% | 2783 |
|
|
2023
Q4 | $335 | Hold |
5
| – | – | ﹤0.01% | 2909 |
|
|
2023
Q3 | $297 | Sell |
5
-98
| -95% | -$5.82K | ﹤0.01% | 3157 |
|
|
2023
Q2 | $6.36K | Sell |
103
-73
| -41% | -$4.51K | ﹤0.01% | 2454 |
|
|
2023
Q1 | $8.31K | Sell |
176
-395
| -69% | -$18.6K | ﹤0.01% | 2370 |
|
|
2022
Q4 | $33K | Buy |
571
+32
| +6% | +$1.85K | ﹤0.01% | 2537 |
|
|
2022
Q3 | $33K | Buy |
539
+67
| +14% | +$4.1K | ﹤0.01% | 2703 |
|
|
2022
Q2 | $29K | Hold |
472
| – | – | ﹤0.01% | 2558 |
|
|
2022
Q1 | $29K | Buy |
+472
| New | +$29K | ﹤0.01% | 2558 |
|
|
2021
Q4 | – | Sell |
-7
| Closed | -$2K | – | 3420 |
|
|
2021
Q3 | $2K | Buy |
7
+2
| +40% | +$571 | ﹤0.01% | 2827 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 4091 |
|
|
2021
Q1 | $0 | Sell |
5
-56
| -92% | – | ﹤0.01% | 3989 |
|
|
2020
Q4 | $3K | Sell |
61
-340
| -85% | -$16.7K | ﹤0.01% | 2502 |
|
|
2020
Q3 | $15K | Sell |
401
-155
| -28% | -$5.8K | ﹤0.01% | 1755 |
|
|
2020
Q2 | $27K | Sell |
556
-8
| -1% | -$388 | ﹤0.01% | 1462 |
|
|
2020
Q1 | $21K | Buy |
564
+194
| +52% | +$7.22K | ﹤0.01% | 1463 |
|
|
2019
Q4 | $22K | Buy |
370
+257
| +227% | +$15.3K | ﹤0.01% | 1588 |
|
|
2019
Q3 | $7K | Buy |
+113
| New | +$7K | ﹤0.01% | 2226 |
|
|
2019
Q1 | $0 | Sell |
5
-103
| -95% | – | ﹤0.01% | 3177 |
|
|
2018
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 2724 |
|
|
2018
Q3 | $7K | Sell |
108
-86
| -44% | -$5.57K | ﹤0.01% | 3027 |
|
|
2018
Q2 | $12K | Sell |
194
-116
| -37% | -$7.18K | ﹤0.01% | 2749 |
|
|
2018
Q1 | $21K | Hold |
310
| – | – | ﹤0.01% | 2362 |
|
|
2017
Q4 | $21K | Hold |
310
| – | – | ﹤0.01% | 2360 |
|
|
2017
Q3 | $19K | Hold |
310
| – | – | ﹤0.01% | 2596 |
|
|
2017
Q2 | $19K | Hold |
310
| – | – | ﹤0.01% | 2592 |
|
|
2017
Q1 | $21K | Sell |
310
-4
| -1% | -$271 | ﹤0.01% | 2453 |
|
|
2016
Q4 | $22K | Buy |
314
+167
| +114% | +$11.7K | ﹤0.01% | 2369 |
|
|
2016
Q3 | $11K | Buy |
147
+73
| +99% | +$5.46K | ﹤0.01% | 2760 |
|
|
2016
Q2 | $6K | Buy |
74
+69
| +1,380% | +$5.6K | ﹤0.01% | 3033 |
|
|
2016
Q1 | $0 | Sell |
5
-69
| -93% | – | ﹤0.01% | 3207 |
|
|
2015
Q4 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 2965 |
|