Kesler Norman & Wride’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 | $1.22M | Buy |
12,809
+76
| +0.6% | +$7.22K | 0.22% | 98 |
|
2025
Q1 | $1.25M | Buy |
12,733
+728
| +6% | +$71.2K | 0.24% | 93 |
|
2024
Q4 | $1.34M | Buy |
12,005
+1,095
| +10% | +$123K | 0.29% | 81 |
|
2024
Q3 | $1.25M | Sell |
10,910
-1,078
| -9% | -$124K | 0.25% | 90 |
|
2024
Q2 | $1.21M | Sell |
11,988
-4,174
| -26% | -$421K | 0.26% | 93 |
|
2024
Q1 | $1.65M | Sell |
16,162
-1,572
| -9% | -$161K | 0.35% | 84 |
|
2023
Q4 | $1.83M | Buy |
17,734
+169
| +1% | +$17.4K | 0.42% | 70 |
|
2023
Q3 | $1.59M | Sell |
17,565
-363
| -2% | -$32.9K | 0.4% | 78 |
|
2023
Q2 | $1.73M | Buy |
17,928
+145
| +0.8% | +$14K | 0.42% | 76 |
|
2023
Q1 | $1.76M | Buy |
17,783
+752
| +4% | +$74.3K | 0.44% | 71 |
|
2022
Q4 | $1.72M | Buy |
17,031
+6,939
| +69% | +$701K | 0.44% | 71 |
|
2022
Q3 | $909K | Buy |
10,092
+1,034
| +11% | +$93.1K | 0.25% | 95 |
|
2022
Q2 | $867K | Buy |
+9,058
| New | +$867K | 0.24% | 106 |
|
2021
Q4 | – | Sell |
-9,026
| Closed | -$1.07M | – | 148 |
|
2021
Q3 | $1.07M | Sell |
9,026
-40
| -0.4% | -$4.72K | 0.25% | 97 |
|
2021
Q2 | $1.07M | Sell |
9,066
-117
| -1% | -$13.7K | 0.25% | 102 |
|
2021
Q1 | $932K | Sell |
9,183
-1
| -0% | -$101 | 0.23% | 105 |
|
2020
Q4 | $782K | Buy |
+9,184
| New | +$782K | 0.22% | 108 |
|