Larson Financial Group’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $428K | Buy |
6,012
+803
| +15% | +$57.2K | 0.02% | 472 |
|
2025
Q1 | $384K | Buy |
5,209
+5,153
| +9,202% | +$380K | 0.02% | 463 |
|
2024
Q4 | $4.14K | Buy |
56
+37
| +195% | +$2.74K | ﹤0.01% | 1705 |
|
2024
Q3 | $1.37K | Buy |
+19
| New | +$1.37K | ﹤0.01% | 1905 |
|
2023
Q4 | – | Sell |
-5
| Closed | -$297 | – | 1886 |
|
2023
Q3 | $297 | Buy |
+5
| New | +$297 | ﹤0.01% | 1612 |
|