LPL Financial’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.23M | Sell |
77,534
-3,475
| -4% | -$363K | ﹤0.01% | 2156 |
|
|
2025
Q4 | $8.17M | Sell |
81,009
-1,623
| -2% | -$160K | ﹤0.01% | 2101 |
|
|
2025
Q3 | $8.37M | Buy |
82,632
+7,365
| +10% | +$712K | ﹤0.01% | 2038 |
|
|
2025
Q2 | $7.15M | Sell |
75,267
-3,590
| -5% | -$339K | ﹤0.01% | 2015 |
|
|
2025
Q1 | $7.71M | Sell |
78,857
-4,432
| -5% | -$461K | ﹤0.01% | 1799 |
|
|
2024
Q4 | $9.32M | Buy |
83,289
+12,387
| +17% | +$1.4M | ﹤0.01% | 1598 |
|
|
2024
Q3 | $8.15M | Sell |
70,902
-616
| -0.9% | -$68.7K | ﹤0.01% | 1623 |
|
|
2024
Q2 | $7.22M | Buy |
71,518
+3,870
| +6% | +$391K | ﹤0.01% | 1584 |
|
|
2024
Q1 | $6.91M | Buy |
67,648
+13,786
| +26% | +$1.39M | ﹤0.01% | 1564 |
|
|
2023
Q4 | $5.55M | Buy |
53,862
+5,719
| +12% | +$540K | ﹤0.01% | 1625 |
|
|
2023
Q3 | $4.36M | Buy |
48,143
+853
| +2% | +$84.1K | ﹤0.01% | 1678 |
|
|
2023
Q2 | $4.58M | Sell |
47,290
-996
| -2% | -$93.6K | ﹤0.01% | 1610 |
|
|
2023
Q1 | $4.77M | Buy |
48,286
+5,161
| +12% | +$540K | ﹤0.01% | 1542 |
|
|
2022
Q4 | $4.36M | Sell |
43,125
-9,966
| -19% | -$1.01M | ﹤0.01% | 1546 |
|
|
2022
Q3 | $4.79M | Buy |
53,091
+20,001
| +60% | +$2.03M | ﹤0.01% | 1405 |
|
|
2022
Q2 | $3.17M | Buy |
+33,090
| New | +$3.71M | ﹤0.01% | 1691 |
|
|
2022
Q1 | – | Sell |
-31,236
| Closed | -$4.26M | – | 4264 |
|
|
2021
Q4 | $4.26M | Buy |
31,236
+100
| +0.3% | +$12.7K | ﹤0.01% | 1554 |
|
|
2021
Q3 | $3.67M | Buy |
31,136
+11,353
| +57% | +$1.35M | ﹤0.01% | 1601 |
|
|
2021
Q2 | $2.32M | Sell |
19,783
-206
| -1% | -$23.4K | ﹤0.01% | 1855 |
|
|
2021
Q1 | $2.03M | Buy |
19,989
+4,327
| +28% | +$417K | ﹤0.01% | 1826 |
|
|
2020
Q4 | $1.33M | Buy |
15,662
+2,228
| +17% | +$185K | ﹤0.01% | 1959 |
|
|
2020
Q3 | $987K | Buy |
13,434
+3,609
| +37% | +$285K | ﹤0.01% | 1956 |
|
|
2020
Q2 | $837K | Buy |
9,825
+2,234
| +29% | +$180K | ﹤0.01% | 1972 |
|
|
2020
Q1 | $566K | Buy |
7,591
+374
| +5% | +$43.1K | ﹤0.01% | 2026 |
|
|
2019
Q4 | $929K | Buy |
7,217
+1,254
| +21% | +$167K | ﹤0.01% | 1897 |
|
|
2019
Q3 | $812K | Buy |
5,963
+203
| +4% | +$26.8K | ﹤0.01% | 1877 |
|
|
2019
Q2 | $742K | Sell |
5,760
-57
| -1% | -$7.56K | ﹤0.01% | 1950 |
|
|
2019
Q1 | $802K | Buy |
5,817
+1,365
| +31% | +$179K | ﹤0.01% | 1812 |
|
|
2018
Q4 | $526K | Buy |
4,452
+482
| +12% | +$60.5K | ﹤0.01% | 2001 |
|
|
2018
Q3 | $502K | Buy |
3,970
+1,035
| +35% | +$131K | ﹤0.01% | 2229 |
|
|
2018
Q2 | $371K | Buy |
2,935
+384
| +15% | +$45.3K | ﹤0.01% | 2455 |
|
|
2018
Q1 | $296K | Buy |
2,551
+410
| +19% | +$48.4K | ﹤0.01% | 2617 |
|
|
2017
Q4 | $284K | Sell |
2,141
-45
| -2% | -$5.81K | ﹤0.01% | 2544 |
|
|
2017
Q3 | $272K | Buy |
+2,186
| New | +$281K | ﹤0.01% | 2445 |
|
|
2016
Q2 | – | Sell |
-2,862
| Closed | -$446K | – | 2750 |
|
|
2016
Q1 | $446K | Buy |
2,862
+438
| +18% | +$65.5K | ﹤0.01% | 2238 |
|
|
2015
Q4 | $356K | Buy |
+2,424
| New | +$350K | ﹤0.01% | 2415 |
|
|
2014
Q2 | – | Sell |
-1,752
| Closed | -$201K | – | 2706 |
|
|
2014
Q1 | $201K | Buy |
+1,752
| New | +$191K | ﹤0.01% | 2440 |
|
Other funds holding FRT
VPM
VCM
RC
