Lokken Investment 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
$1.23M Buy
12,975
+910
+8% +$86.4K 0.47% 56
2025
Q1
$1.18M Buy
12,065
+1,855
+18% +$181K 0.5% 55
2024
Q4
$1.14M Buy
10,210
+507
+5% +$56.8K 0.49% 58
2024
Q3
$1.12M Buy
9,703
+856
+10% +$98.4K 0.47% 58
2024
Q2
$893K Buy
+8,847
New +$893K 0.42% 63