PFG Investments’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
Q1
Sell
-5,043
Closed -$565K 1047
2024
Q4
$565K Sell
5,043
-1,193
-19% -$134K 0.04% 446
2024
Q3
$717K Buy
6,236
+51
+0.8% +$5.86K 0.05% 377
2024
Q2
$625K Buy
6,185
+124
+2% +$12.5K 0.04% 373
2024
Q1
$619K Sell
6,061
-247
-4% -$25.2K 0.04% 459
2023
Q4
$650K Sell
6,308
-1,408
-18% -$145K 0.12% 194
2023
Q3
$699K Sell
7,716
-26
-0.3% -$2.36K 0.13% 172
2023
Q2
$749K Buy
7,742
+173
+2% +$16.7K 0.13% 165
2023
Q1
$748K Buy
+7,569
New +$748K 0.15% 146