NewEdge 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 | $201K | Sell |
2,768
-358
| -11% | -$26K | ﹤0.01% | 932 |
|
2025
Q1 | $231K | Sell |
3,126
-602
| -16% | -$44.4K | ﹤0.01% | 852 |
|
2024
Q4 | $276K | Sell |
3,728
-26
| -0.7% | -$1.92K | ﹤0.01% | 787 |
|
2024
Q3 | $271K | Buy |
3,754
+46
| +1% | +$3.32K | ﹤0.01% | 750 |
|
2024
Q2 | $231K | Sell |
3,708
-268
| -7% | -$16.7K | 0.01% | 701 |
|
2024
Q1 | $239K | Sell |
3,976
-132
| -3% | -$7.92K | 0.01% | 718 |
|
2023
Q4 | $275K | Buy |
+4,108
| New | +$275K | 0.01% | 637 |
|