Jeppson Wealth Management’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 | $640K | Sell |
6,734
-335
| -5% | -$31.8K | 0.22% | 100 |
|
|
2025
Q1 | $691K | Buy |
7,069
+8
| +0.1% | +$783 | 0.25% | 90 |
|
|
2024
Q4 | $790K | Hold |
7,061
| – | – | 0.29% | 84 |
|
|
2024
Q3 | $812K | Hold |
7,061
| – | – | 0.29% | 83 |
|
|
2024
Q2 | $713K | Sell |
7,061
-12
| -0.2% | -$1.21K | 0.27% | 87 |
|
|
2024
Q1 | $722K | Buy |
7,073
+25
| +0.4% | +$2.55K | 0.28% | 85 |
|
|
2023
Q4 | $726K | Buy |
7,048
+4,617
| +190% | +$476K | 0.3% | 83 |
|
|
2023
Q3 | $220K | Buy |
+2,431
| New | +$220K | 0.1% | 164 |
|