Joel Isaacson & Co’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 | $749K | Hold |
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|
2025
Q1 | $771K | Hold |
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|
2024
Q4 | $883K | Hold |
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|
2024
Q3 | $907K | Hold |
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|
2024
Q2 | $796K | Hold |
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|
2024
Q1 | $805K | Hold |
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|
2023
Q4 | $813K | Hold |
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|
2023
Q3 | $715K | Hold |
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|
2023
Q2 | $763K | Hold |
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|
2023
Q1 | $779K | Hold |
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|
2022
Q4 | $797K | Sell |
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|
2022
Q3 | $712K | Hold |
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|
2022
Q2 | $756K | Hold |
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|
2022
Q1 | $967K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $930K | Hold |
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|
2021
Q2 | $924K | Hold |
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|
2021
Q1 | $800K | Hold |
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|
2020
Q4 | $671K | Hold |
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|
2020
Q3 | $579K | Sell |
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|
2020
Q2 | $714K | Hold |
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|
2020
Q1 | $626K | Hold |
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|
2019
Q4 | $1.08M | Hold |
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|
2019
Q3 | $1.14M | Hold |
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|
2019
Q2 | $1.08M | Hold |
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|
2019
Q1 | $1.16M | Hold |
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|
2018
Q4 | $1.03M | Hold |
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|
2018
Q3 | $1.06M | Hold |
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|
2018
Q2 | $1.06M | Hold |
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|
2018
Q1 | $974K | Hold |
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|
2017
Q4 | $1.11M | Hold |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.14M | Hold |
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|
2017
Q1 | $1.21M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.39M | Hold |
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|
2016
Q2 | $1.5M | Sell |
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|
2016
Q1 | $1.57M | Hold |
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|
2015
Q4 | $1.47M | Hold |
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|
2015
Q3 | $1.37M | Hold |
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|
2015
Q2 | $1.28M | Hold |
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|
2015
Q1 | $1.48M | Hold |
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|
2014
Q4 | $1.34M | Hold |
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|
2014
Q3 | $1.19M | Hold |
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|
2014
Q2 | $1.21M | Hold |
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|
2014
Q1 | $1.15M | Hold |
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|
2013
Q4 | $1.02M | Buy |
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|
2013
Q3 | $952K | Buy |
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