Jones Financial Companies’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 | $511K | Buy |
5,399
+2,900
| +116% | +$274K | ﹤0.01% | 1268 |
|
|
2025
Q1 | $242K | Buy |
2,499
+110
| +5% | +$10.7K | ﹤0.01% | 1421 |
|
|
2024
Q4 | $267K | Buy |
2,389
+332
| +16% | +$37.2K | ﹤0.01% | 1223 |
|
|
2024
Q3 | $235K | Buy |
2,057
+750
| +57% | +$85.8K | ﹤0.01% | 1081 |
|
|
2024
Q2 | $132K | Buy |
1,307
+1,237
| +1,767% | +$125K | ﹤0.01% | 952 |
|
|
2024
Q1 | $7.15K | Buy |
+70
| New | +$7.15K | ﹤0.01% | 1125 |
|