Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $707K | Sell |
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|
2024
Q2 | $641K | Sell |
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|
2024
Q1 | $770K | Sell |
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|
2023
Q4 | $822K | Sell |
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|
2023
Q3 | $956K | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.29K | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $901K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $953K | Sell |
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|
2021
Q2 | $977K | Buy |
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|
2021
Q1 | $836K | Buy |
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|
2020
Q4 | $675K | Sell |
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|
2020
Q3 | $626K | Buy |
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|
2020
Q2 | $665K | Buy |
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|
2020
Q1 | $432K | Sell |
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|
2019
Q4 | $791K | Buy |
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|
2019
Q3 | $703K | Buy |
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|
2019
Q2 | $428K | Buy |
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|
2019
Q1 | $366K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Sell |
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|
2018
Q2 | $296K | Buy |
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|
2018
Q1 | $248K | Buy |
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