NewEdge Wealth’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
$591K Buy
6,401
+19
+0.3% +$1.76K 0.01% 663
2025
Q1
$624K Buy
6,382
+11
+0.2% +$1.08K 0.01% 582
2024
Q4
$713K Sell
6,371
-292
-4% -$32.7K 0.01% 553
2024
Q3
$766K Buy
6,663
+20
+0.3% +$2.3K 0.01% 521
2024
Q2
$671K Buy
6,643
+37
+0.6% +$3.74K 0.01% 482
2024
Q1
$693K Buy
6,606
+199
+3% +$20.9K 0.02% 487
2023
Q4
$660K Sell
6,407
-2,502
-28% -$258K 0.02% 463
2023
Q3
$807K Buy
8,909
+1
+0% +$91 0.03% 384
2023
Q2
$862K Sell
8,908
-15
-0.2% -$1.45K 0.03% 372
2023
Q1
$882K Buy
8,923
+146
+2% +$14.4K 0.03% 326
2022
Q4
$887K Sell
8,777
-54
-0.6% -$5.46K 0.04% 303
2022
Q3
$796K Buy
+8,831
New +$796K 0.04% 293