Laird Norton Wetherby Wealth Management’s Regency Centers REG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$266K	Buy	3,595 +52	+1%	+$3.8K	0.01%	741
2024 Q3	$256K	Buy	3,543 +133	+4%	+$9.2K	0.01%	786
2024 Q2	$212K	Sell	3,410 -337	-9%	-$20.2K	0.01%	834
2024 Q1	$227K	Sell	3,747 -96	-2%	-$5.95K	0.01%	842
2023 Q4	$257K	Buy	3,843 +57	+2%	+$3.52K	0.01%	772
2023 Q3	$225K	Sell	3,786 -193	-5%	-$12.2K	0.01%	783
2023 Q2	$246K	Sell	3,979 -1,215	-23%	-$72.3K	0.01%	781
2023 Q1	$318K	Buy	5,194 +285	+6%	+$17.9K	0.02%	680
2022 Q4	$307K	Buy	4,909 +824	+20%	+$50.6K	0.02%	676
2022 Q3	$220K	Buy	4,085 +509	+14%	+$31.1K	0.02%	778
2022 Q2	$212K	Buy	3,576 +493	+16%	+$32.7K	0.01%	801
2022 Q1	$220K	Buy	3,083 +38	+1%	+$2.66K	0.01%	829
2021 Q4	$229K	Sell	3,045 -607	-17%	-$43.8K	0.01%	812
2021 Q3	$246K	Buy	3,652 +166	+5%	+$11K	0.02%	787
2021 Q2	$223K	Buy	+3,486	New	+$220K	0.01%	827
2018 Q1	–	Sell	-3,084	Closed	-$213K	–	680
2017 Q4	$213K	Buy	+3,084	New	+$204K	0.03%	583