Kestra Advisory Services’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 | $452K | Sell |
4,755
-186
| -4% | -$17.7K | ﹤0.01% | 2035 |
|
|
2025
Q1 | $483K | Sell |
4,941
-2,801
| -36% | -$274K | ﹤0.01% | 1832 |
|
|
2024
Q4 | $867K | Buy |
+7,742
| New | +$867K | ﹤0.01% | 1492 |
|
|
2024
Q3 | – | Sell |
-8,788
| Closed | -$897K | – | 2613 |
|
|
2024
Q2 | $897K | Buy |
8,788
+377
| +4% | +$38.5K | 0.01% | 1384 |
|
|
2024
Q1 | $868K | Buy |
+8,411
| New | +$868K | 0.01% | 1326 |
|