Loudon Investment Management’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 | $591K | Sell |
6,225
-2,450
| -28% | -$233K | 0.33% | 66 |
|
|
2025
Q1 | $849K | Sell |
8,675
-2,395
| -22% | -$234K | 0.48% | 54 |
|
|
2024
Q4 | $1.24M | Sell |
11,070
-685
| -6% | -$76.7K | 0.7% | 41 |
|
|
2024
Q3 | $1.35M | Sell |
11,755
-700
| -6% | -$80.5K | 0.74% | 42 |
|
|
2024
Q2 | $1.26M | Sell |
12,455
-24
| -0.2% | -$2.42K | 0.74% | 39 |
|
|
2024
Q1 | $1.27M | Buy |
12,479
+10,514
| +535% | +$1.07M | 0.73% | 40 |
|
|
2023
Q4 | $202K | Sell |
1,965
-11,594
| -86% | -$1.19M | 0.13% | 94 |
|
|
2023
Q3 | $1.23M | Buy |
13,559
+100
| +0.7% | +$9.06K | 0.85% | 38 |
|
|
2023
Q2 | $1.3M | Hold |
13,459
| – | – | 0.86% | 39 |
|
|
2023
Q1 | $1.33M | Hold |
13,459
| – | – | 0.92% | 38 |
|
|
2022
Q4 | $1.36M | Buy |
13,459
+489
| +4% | +$49.4K | 0.98% | 38 |
|
|
2022
Q3 | $1.17M | Buy |
12,970
+750
| +6% | +$67.6K | 0.93% | 36 |
|
|
2022
Q2 | $1.17M | Buy |
12,220
+24
| +0.2% | +$2.3K | 0.88% | 35 |
|
|
2022
Q1 | $1.49M | Sell |
12,196
-200
| -2% | -$24.4K | 0.98% | 33 |
|
|
2021
Q4 | $1.69M | Hold |
12,396
| – | – | 1.08% | 33 |
|
|
2021
Q3 | $1.46M | Sell |
12,396
-710
| -5% | -$83.8K | 1.04% | 33 |
|
|
2021
Q2 | $1.54M | Buy |
13,106
+86
| +0.7% | +$10.1K | 1.05% | 33 |
|
|
2021
Q1 | $1.32M | Buy |
13,020
+1,000
| +8% | +$101K | 0.95% | 34 |
|
|
2020
Q4 | $1.02M | Buy |
12,020
+5,715
| +91% | +$486K | 0.8% | 37 |
|
|
2020
Q3 | $463K | Buy |
6,305
+3,435
| +120% | +$252K | 0.39% | 52 |
|
|
2020
Q2 | $245K | Buy |
+2,870
| New | +$245K | 0.21% | 68 |
|