NewEdge Advisors’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 | $472K | Sell |
4,968
-359
| -7% | -$34.1K | ﹤0.01% | 1731 |
|
|
2025
Q1 | $521K | Sell |
5,327
-1,350
| -20% | -$132K | ﹤0.01% | 1564 |
|
|
2024
Q4 | $748K | Buy |
6,677
+2,908
| +77% | +$326K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $433K | Sell |
3,769
-51
| -1% | -$5.86K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $386K | Buy |
3,820
+28
| +0.7% | +$2.83K | ﹤0.01% | 1573 |
|
|
2024
Q1 | $387K | Sell |
3,792
-480
| -11% | -$49K | ﹤0.01% | 1497 |
|
|
2023
Q4 | $437K | Buy |
4,272
+2,023
| +90% | +$207K | ﹤0.01% | 1356 |
|
|
2023
Q3 | $204K | Buy |
2,249
+2
| +0.1% | +$181 | ﹤0.01% | 1621 |
|
|
2023
Q2 | $217K | Buy |
2,247
+53
| +2% | +$5.13K | ﹤0.01% | 1597 |
|
|
2023
Q1 | $217K | Buy |
2,194
+145
| +7% | +$14.3K | ﹤0.01% | 1510 |
|
|
2022
Q4 | $207K | Buy |
+2,049
| New | +$207K | 0.01% | 1178 |
|
|
2022
Q3 | – | Sell |
-7,607
| Closed | -$728K | – | 1572 |
|
|
2022
Q2 | $728K | Buy |
+7,607
| New | +$728K | 0.01% | 819 |
|
|
2017
Q3 | – | Sell |
-173
| Closed | -$21.6K | – | 634 |
|
|
2017
Q2 | $21.6K | Buy |
+173
| New | +$21.6K | ﹤0.01% | 719 |
|