Larson Financial Group’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
$8.1K Sell
85
-120
-59% -$11.4K ﹤0.01% 1901
2025
Q1
$20.1K Sell
205
-24
-10% -$2.35K ﹤0.01% 1360
2024
Q4
$25.6K Buy
229
+25
+12% +$2.8K ﹤0.01% 1125
2024
Q3
$23.5K Buy
204
+5
+3% +$575 ﹤0.01% 1134
2024
Q2
$20.1K Sell
199
-9
-4% -$909 ﹤0.01% 1050
2024
Q1
$21.2K Sell
208
-13
-6% -$1.33K ﹤0.01% 877
2023
Q4
$22.8K Sell
221
-206
-48% -$21.2K ﹤0.01% 820
2023
Q3
$38.7K Sell
427
-2,802
-87% -$254K ﹤0.01% 680
2023
Q2
$313K Buy
3,229
+52
+2% +$5.03K 0.03% 251
2023
Q1
$314K Sell
3,177
-2
-0.1% -$198 0.03% 254
2022
Q4
$321K Buy
3,179
+2
+0.1% +$202 0.04% 240
2022
Q3
$286K Buy
+3,177
New +$286K 0.04% 233