Jackson Grant Investment Advisers’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 | $126K | Hold |
1,330
| – | – | 0.05% | 134 |
|
|
2025
Q1 | $130K | Hold |
1,330
| – | – | 0.05% | 130 |
|
|
2024
Q4 | $149K | Buy |
1,330
+137
| +11% | +$15.3K | 0.06% | 121 |
|
|
2024
Q3 | $137K | Hold |
1,193
| – | – | 0.05% | 132 |
|
|
2024
Q2 | $120K | Hold |
1,193
| – | – | 0.05% | 133 |
|
|
2024
Q1 | $122K | Hold |
1,193
| – | – | 0.05% | 133 |
|
|
2023
Q4 | $123K | Hold |
1,193
| – | – | 0.05% | 130 |
|
|
2023
Q3 | $108K | Hold |
1,193
| – | – | 0.05% | 129 |
|
|
2023
Q2 | $115K | Hold |
1,193
| – | – | 0.05% | 131 |
|
|
2023
Q1 | $118K | Hold |
1,193
| – | – | 0.06% | 138 |
|
|
2022
Q4 | $121K | Hold |
1,193
| – | – | 0.06% | 131 |
|
|
2022
Q3 | $108K | Hold |
1,193
| – | – | 0.06% | 132 |
|
|
2022
Q2 | $114K | Hold |
1,193
| – | – | 0.06% | 133 |
|
|
2022
Q1 | $146K | Hold |
1,193
| – | – | 0.06% | 126 |
|
|
2021
Q4 | $163K | Hold |
1,193
| – | – | 0.08% | 99 |
|
|
2021
Q3 | $141K | Hold |
1,193
| – | – | 0.06% | 128 |
|
|
2021
Q2 | $140K | Hold |
1,193
| – | – | 0.06% | 129 |
|
|
2021
Q1 | $121K | Hold |
1,193
| – | – | 0.06% | 134 |
|
|
2020
Q4 | $102K | Hold |
1,193
| – | – | 0.05% | 132 |
|
|
2020
Q3 | $88K | Hold |
1,193
| – | – | 0.05% | 118 |
|
|
2020
Q2 | $102K | Hold |
1,193
| – | – | 0.06% | 108 |
|
|
2020
Q1 | $89K | Buy |
1,193
+10
| +0.8% | +$746 | 0.07% | 109 |
|
|
2019
Q4 | $152K | Buy |
1,183
+9
| +0.8% | +$1.16K | 0.08% | 101 |
|
|
2019
Q3 | $160K | Buy |
1,174
+9
| +0.8% | +$1.23K | 0.09% | 94 |
|
|
2019
Q2 | $150K | Buy |
1,165
+8
| +0.7% | +$1.03K | 0.09% | 94 |
|
|
2019
Q1 | $159K | Buy |
1,157
+10
| +0.9% | +$1.37K | 0.1% | 91 |
|
|
2018
Q4 | $135K | Buy |
1,147
+9
| +0.8% | +$1.06K | 0.09% | 97 |
|
|
2018
Q3 | $144K | Buy |
1,138
+9
| +0.8% | +$1.14K | 0.09% | 99 |
|
|
2018
Q2 | $143K | Buy |
1,129
+10
| +0.9% | +$1.27K | 0.1% | 96 |
|
|
2018
Q1 | $130K | Buy |
1,119
+9
| +0.8% | +$1.05K | 0.09% | 100 |
|
|
2017
Q4 | $147K | Hold |
1,110
| – | – | 0.1% | 92 |
|
|
2017
Q3 | $138K | Buy |
+1,110
| New | +$138K | 0.1% | 90 |
|