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Jamison Private Wealth Management’s Regency Centers REG Stock Holding History

Jamison Private Wealth Management’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$303 – 515
2024
Q1 		$303 Buy
+5
New +$310 ﹤0.01% 466

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Jamison Private Wealth Management's REG Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Regency Centers (REG) in Q2 2024, closing a stake of 5 shares — an estimated $303 sold.

Jamison Private Wealth Management first reported a position in REG in Q1 2024 and held it in 1 quarter. The position peaked at $303 in Q1 2024. 457 funds tracked by Wall St. Rank hold REG as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Regency Centers position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5 Regency Centers shares in Q2 2024, an estimated $303.
  • Jamison Private Wealth Management first reported a position in Regency Centers in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Regency Centers position peaked at $303 in Q1 2024.
  • 457 funds tracked by Wall St. Rank held Regency Centers as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.