Moran Wealth Management’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
23,250
-200
| -0.9% | -$14.2K | 0.05% | 291 |
|
|
2025
Q1 | $1.73M | Sell |
23,450
-236
| -1% | -$17.4K | 0.06% | 277 |
|
|
2024
Q4 | $1.75M | Sell |
23,686
-223
| -0.9% | -$16.5K | 0.06% | 260 |
|
|
2024
Q3 | $1.73M | Sell |
23,909
-22
| -0.1% | -$1.59K | 0.05% | 266 |
|
|
2024
Q2 | $1.49M | Sell |
23,931
-957
| -4% | -$59.5K | 0.05% | 261 |
|
|
2024
Q1 | $1.51M | Sell |
24,888
-859
| -3% | -$52K | 0.05% | 269 |
|
|
2023
Q4 | $1.73M | Sell |
25,747
-290,668
| -92% | -$19.5M | 0.06% | 259 |
|
|
2023
Q3 | $18.8M | Buy |
+316,415
| New | +$18.8M | 0.73% | 39 |
|