LGT Financial Advisors’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-145
| Closed | -$10.7K | – | 629 |
|
|
2024
Q4 | $10.7K | Hold |
145
| – | – | 0.02% | 425 |
|
|
2024
Q3 | $10.5K | Hold |
145
| – | – | 0.03% | 410 |
|
|
2024
Q2 | $9.02K | Hold |
145
| – | – | 0.02% | 495 |
|
|
2024
Q1 | $8.78K | Hold |
145
| – | – | 0.01% | 519 |
|
|
2023
Q4 | $9.72K | Sell |
145
-83
| -36% | -$5.56K | 0.01% | 493 |
|
|
2023
Q3 | $13.6K | Buy |
+228
| New | +$13.6K | 0.02% | 423 |
|