Laird Norton Wetherby Wealth Management’s Regency Centers REG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $266K | Buy |
3,595
+52
| +1% | +$3.84K | 0.01% | 741 |
|
|
2024
Q3 | $256K | Buy |
3,543
+133
| +4% | +$9.61K | 0.01% | 786 |
|
|
2024
Q2 | $212K | Sell |
3,410
-337
| -9% | -$21K | 0.01% | 827 |
|
|
2024
Q1 | $227K | Sell |
3,747
-96
| -2% | -$5.81K | 0.01% | 838 |
|
|
2023
Q4 | $257K | Buy |
3,843
+57
| +2% | +$3.82K | 0.01% | 769 |
|
|
2023
Q3 | $225K | Sell |
3,786
-193
| -5% | -$11.5K | 0.01% | 781 |
|
|
2023
Q2 | $246K | Sell |
3,979
-1,215
| -23% | -$75.1K | 0.01% | 777 |
|
|
2023
Q1 | $318K | Buy |
5,194
+285
| +6% | +$17.4K | 0.02% | 679 |
|
|
2022
Q4 | $307K | Buy |
4,909
+824
| +20% | +$51.5K | 0.02% | 674 |
|
|
2022
Q3 | $220K | Buy |
4,085
+509
| +14% | +$27.4K | 0.02% | 775 |
|
|
2022
Q2 | $212K | Buy |
3,576
+493
| +16% | +$29.2K | 0.01% | 799 |
|
|
2022
Q1 | $220K | Buy |
3,083
+38
| +1% | +$2.71K | 0.01% | 824 |
|
|
2021
Q4 | $229K | Sell |
3,045
-607
| -17% | -$45.7K | 0.01% | 801 |
|
|
2021
Q3 | $246K | Buy |
3,652
+166
| +5% | +$11.2K | 0.02% | 768 |
|
|
2021
Q2 | $223K | Buy |
+3,486
| New | +$223K | 0.01% | 813 |
|
|
2018
Q1 | – | Sell |
-3,084
| Closed | -$213K | – | 680 |
|
|
2017
Q4 | $213K | Buy |
+3,084
| New | +$213K | 0.03% | 583 |
|