Insigneo Advisory Services’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 | $285K | Buy |
3,999
+43
| +1% | +$3.06K | 0.02% | 469 |
|
|
2025
Q1 | $292K | Buy |
+3,956
| New | +$292K | 0.03% | 426 |
|
|
2024
Q2 | – | Sell |
-3,540
| Closed | -$217K | – | 633 |
|
|
2024
Q1 | $217K | Buy |
3,540
+26
| +0.7% | +$1.59K | 0.03% | 448 |
|
|
2023
Q4 | $238K | Hold |
3,514
| – | – | 0.03% | 387 |
|
|
2023
Q3 | $211K | Buy |
+3,514
| New | +$211K | 0.04% | 359 |
|
|
2023
Q2 | – | Sell |
-3,514
| Closed | -$213K | – | 353 |
|
|
2023
Q1 | $213K | Buy |
+3,514
| New | +$213K | 0.07% | 254 |
|