Legacy Capital Group California’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
7,125
-147
| -2% | -$10.7K | 0.14% | 180 |
|
|
2025
Q1 | $673K | Sell |
7,272
-55
| -0.8% | -$5.09K | 0.23% | 116 |
|
|
2024
Q4 | $715K | Buy |
7,327
+1,449
| +25% | +$141K | 0.22% | 127 |
|
|
2024
Q3 | $698K | Sell |
5,878
-325
| -5% | -$38.6K | 0.23% | 127 |
|
|
2024
Q2 | $726K | Buy |
6,203
+65
| +1% | +$7.6K | 0.26% | 115 |
|
|
2024
Q1 | $791K | Sell |
6,138
-83
| -1% | -$10.7K | 0.29% | 110 |
|
|
2023
Q4 | $789K | Buy |
6,221
+1,105
| +22% | +$140K | 0.3% | 97 |
|
|
2023
Q3 | $512K | Buy |
5,116
+18
| +0.4% | +$1.8K | 0.22% | 136 |
|
|
2023
Q2 | $579K | Buy |
5,098
+146
| +3% | +$16.6K | 0.24% | 124 |
|
|
2023
Q1 | $622K | Buy |
+4,952
| New | +$622K | 0.3% | 102 |
|