Nicola Wealth Management’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
$1.28M Hold
17,900
0.12% 90
2025
Q1
$1.32M Sell
17,900
-4,600
-20% -$339K 0.13% 94
2024
Q4
$2.39M Buy
+22,500
New +$2.39M 0.23% 80