Mackenzie Financial’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 | $287K | Buy |
3,022
+158
| +6% | +$15K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $280K | Buy |
2,864
+64
| +2% | +$6.26K | ﹤0.01% | 1400 |
|
|
2024
Q4 | $313K | Buy |
2,800
+41
| +1% | +$4.59K | ﹤0.01% | 1366 |
|
|
2024
Q3 | $317K | Sell |
2,759
-1
| -0% | -$115 | ﹤0.01% | 1156 |
|
|
2024
Q2 | $279K | Sell |
2,760
-62
| -2% | -$6.26K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $288K | Sell |
2,822
-767
| -21% | -$78.3K | ﹤0.01% | 1189 |
|
|
2023
Q4 | $370K | Sell |
3,589
-16,526
| -82% | -$1.7M | ﹤0.01% | 1085 |
|
|
2023
Q3 | $1.74M | Buy |
20,115
+16,077
| +398% | +$1.39M | ﹤0.01% | 741 |
|
|
2023
Q2 | $393K | Sell |
4,038
-10,089
| -71% | -$982K | ﹤0.01% | 1091 |
|
|
2023
Q1 | $1.4M | Buy |
14,127
+9,906
| +235% | +$979K | ﹤0.01% | 794 |
|
|
2022
Q4 | $426K | Sell |
4,221
-1,803
| -30% | -$182K | ﹤0.01% | 981 |
|
|
2022
Q3 | $543K | Sell |
6,024
-958
| -14% | -$86.4K | ﹤0.01% | 911 |
|
|
2022
Q2 | $668K | Buy |
6,982
+1,639
| +31% | +$157K | ﹤0.01% | 910 |
|
|
2022
Q1 | $652K | Buy |
5,343
+705
| +15% | +$86K | ﹤0.01% | 949 |
|
|
2021
Q4 | $632K | Sell |
4,638
-621
| -12% | -$84.6K | ﹤0.01% | 964 |
|
|
2021
Q3 | $621K | Sell |
5,259
-117
| -2% | -$13.8K | ﹤0.01% | 965 |
|
|
2021
Q2 | $630K | Sell |
5,376
-2,243
| -29% | -$263K | ﹤0.01% | 940 |
|
|
2021
Q1 | $773K | Buy |
7,619
+3,149
| +70% | +$319K | ﹤0.01% | 852 |
|
|
2020
Q4 | $380K | Buy |
+4,470
| New | +$380K | ﹤0.01% | 899 |
|
|
2019
Q1 | – | Sell |
-2,345
| Closed | -$277K | – | 1258 |
|
|
2018
Q4 | $277K | Buy |
2,345
+134
| +6% | +$15.8K | ﹤0.01% | 1035 |
|
|
2018
Q3 | $280K | Buy |
2,211
+382
| +21% | +$48.4K | ﹤0.01% | 1006 |
|
|
2018
Q2 | $231K | Buy |
+1,829
| New | +$231K | ﹤0.01% | 954 |
|
|
2016
Q3 | – | Sell |
-3,720
| Closed | -$616K | – | 730 |
|
|
2016
Q2 | $616K | Buy |
3,720
+31
| +0.8% | +$5.13K | ﹤0.01% | 723 |
|
|
2016
Q1 | $576K | Buy |
3,689
+1
| +0% | +$156 | 0.01% | 623 |
|
|
2015
Q4 | $539K | Sell |
3,688
-596
| -14% | -$87.1K | ﹤0.01% | 650 |
|
|
2015
Q3 | $585K | Buy |
4,284
+1,138
| +36% | +$155K | ﹤0.01% | 631 |
|
|
2015
Q2 | $403K | Buy |
+3,146
| New | +$403K | ﹤0.01% | 704 |
|