KCM Investment Advisors’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 | $271K | Sell |
2,851
-650
| -19% | -$61.7K | 0.01% | 332 |
|
|
2025
Q1 | $342K | Sell |
3,501
-765
| -18% | -$74.8K | 0.01% | 294 |
|
|
2024
Q4 | $478K | Sell |
4,266
-200
| -4% | -$22.4K | 0.02% | 259 |
|
|
2024
Q3 | $513K | Buy |
4,466
+1,997
| +81% | +$230K | 0.02% | 263 |
|
|
2024
Q2 | $249K | Sell |
2,469
-407
| -14% | -$41.1K | 0.01% | 336 |
|
|
2024
Q1 | $294K | Sell |
2,876
-20
| -0.7% | -$2.04K | 0.01% | 320 |
|
|
2023
Q4 | $298K | Sell |
2,896
-69
| -2% | -$7.11K | 0.01% | 314 |
|
|
2023
Q3 | $269K | Sell |
2,965
-270
| -8% | -$24.5K | 0.01% | 321 |
|
|
2023
Q2 | $313K | Buy |
3,235
+97
| +3% | +$9.39K | 0.01% | 320 |
|
|
2023
Q1 | $310K | Buy |
3,138
+7
| +0.2% | +$692 | 0.01% | 337 |
|
|
2022
Q4 | $316K | Sell |
3,131
-447
| -12% | -$45.1K | 0.01% | 324 |
|
|
2022
Q3 | $322K | Sell |
3,578
-475
| -12% | -$42.7K | 0.01% | 300 |
|
|
2022
Q2 | $388K | Sell |
4,053
-175
| -4% | -$16.8K | 0.02% | 288 |
|
|
2022
Q1 | $516K | Buy |
+4,228
| New | +$516K | 0.02% | 278 |
|
|
2021
Q4 | – | Sell |
-3,873
| Closed | -$457K | – | 422 |
|
|
2021
Q3 | $457K | Buy |
3,873
+26
| +0.7% | +$3.07K | 0.02% | 284 |
|
|
2021
Q2 | $451K | Sell |
3,847
-118
| -3% | -$13.8K | 0.02% | 279 |
|
|
2021
Q1 | $402K | Buy |
3,965
+242
| +7% | +$24.5K | 0.02% | 270 |
|
|
2020
Q4 | $317K | Buy |
3,723
+58
| +2% | +$4.94K | 0.02% | 282 |
|
|
2020
Q3 | $269K | Sell |
3,665
-489
| -12% | -$35.9K | 0.01% | 279 |
|
|
2020
Q2 | $354K | Buy |
4,154
+114
| +3% | +$9.72K | 0.02% | 259 |
|
|
2020
Q1 | $301K | Buy |
+4,040
| New | +$301K | 0.02% | 266 |
|