Naviter Wealth’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 | $615K | Buy |
+8,612
| New | +$615K | 0.08% | 186 |
|
|
2024
Q4 | – | Sell |
-11,237
| Closed | -$819K | – | 302 |
|
|
2024
Q3 | $819K | Sell |
11,237
-648
| -5% | -$47.2K | 0.11% | 167 |
|
|
2024
Q2 | $747K | Buy |
11,885
+984
| +9% | +$61.8K | 0.11% | 175 |
|
|
2024
Q1 | $667K | Buy |
10,901
+218
| +2% | +$13.3K | 0.11% | 182 |
|
|
2023
Q4 | $722K | Buy |
10,683
+2,078
| +24% | +$141K | 0.15% | 159 |
|
|
2023
Q3 | $517K | Buy |
8,605
+684
| +9% | +$41.1K | 0.12% | 170 |
|
|
2023
Q2 | $494K | Buy |
7,921
+1,100
| +16% | +$68.6K | 0.13% | 178 |
|
|
2023
Q1 | $421K | Buy |
6,821
+1,720
| +34% | +$106K | 0.15% | 163 |
|
|
2022
Q4 | $336K | Buy |
5,101
+1,093
| +27% | +$72K | 0.09% | 177 |
|
|
2022
Q3 | $218K | Buy |
+4,008
| New | +$218K | 0.09% | 176 |
|