Lido Advisors’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 | $1.16M | Buy |
12,207
+4,034
| +49% | +$383K | ﹤0.01% | 711 |
|
|
2025
Q1 | $800K | Buy |
8,173
+603
| +8% | +$59K | ﹤0.01% | 807 |
|
|
2024
Q4 | $848K | Sell |
7,570
-64
| -0.8% | -$7.17K | ﹤0.01% | 759 |
|
|
2024
Q3 | $878K | Sell |
7,634
-2,357
| -24% | -$271K | ﹤0.01% | 697 |
|
|
2024
Q2 | $1.02M | Sell |
9,991
-636
| -6% | -$64.9K | 0.01% | 607 |
|
|
2024
Q1 | $1.1M | Buy |
10,627
+6,606
| +164% | +$682K | 0.01% | 565 |
|
|
2023
Q4 | $419K | Sell |
4,021
-10,996
| -73% | -$1.15M | ﹤0.01% | 830 |
|
|
2023
Q3 | $1.36M | Sell |
15,017
-1,927
| -11% | -$175K | 0.01% | 423 |
|
|
2023
Q2 | $1.64M | Sell |
16,944
-3,649
| -18% | -$353K | 0.01% | 379 |
|
|
2023
Q1 | $0 | Buy |
20,593
+6,993
| +51% | – | ﹤0.01% | 1010 |
|
|
2022
Q4 | $1.37M | Buy |
13,600
+3,398
| +33% | +$343K | 0.02% | 318 |
|
|
2022
Q3 | $919K | Buy |
10,202
+2,333
| +30% | +$210K | 0.01% | 346 |
|
|
2022
Q2 | $753K | Buy |
7,869
+3,387
| +76% | +$324K | 0.01% | 370 |
|
|
2022
Q1 | $547K | Buy |
+4,482
| New | +$547K | 0.01% | 515 |
|