Mount Yale Investment Advisors’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
$5.7K Buy
+80
New +$5.7K ﹤0.01% 1220
2018
Q2
Sell
-797
Closed -$47K 987
2018
Q1
$47K Buy
+797
New +$47K 0.01% 625