Powell Investment 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 | $207K | Hold |
2,183
| – | – | 0.08% | 125 |
|
|
2025
Q1 | $214K | Hold |
2,183
| – | – | 0.1% | 106 |
|
|
2024
Q4 | $244K | Hold |
2,183
| – | – | 0.11% | 113 |
|
|
2024
Q3 | $251K | Hold |
2,183
| – | – | 0.12% | 103 |
|
|
2024
Q2 | $223K | Hold |
2,183
| – | – | 0.12% | 108 |
|
|
2024
Q1 | $225K | Hold |
2,183
| – | – | 0.12% | 106 |
|
|
2023
Q4 | $227K | Hold |
2,183
| – | – | 0.13% | 104 |
|
|
2023
Q3 | $200K | Hold |
2,183
| – | – | 0.12% | 108 |
|
|
2023
Q2 | $214K | Hold |
2,183
| – | – | 0.12% | 97 |
|
|
2023
Q1 | $218K | Hold |
2,183
| – | – | 0.12% | 93 |
|
|
2022
Q4 | $223K | Buy |
+2,183
| New | +$223K | 0.13% | 96 |
|
|
2022
Q3 | – | Sell |
-2,183
| Closed | -$211K | – | 130 |
|
|
2022
Q2 | $211K | Hold |
2,183
| – | – | 0.13% | 101 |
|
|
2022
Q1 | $269K | Hold |
2,183
| – | – | 0.16% | 79 |
|
|
2021
Q4 | $300K | Hold |
2,183
| – | – | 0.17% | 77 |
|
|
2021
Q3 | $260K | Hold |
2,183
| – | – | 0.16% | 84 |
|
|
2021
Q2 | $258K | Hold |
2,183
| – | – | 0.16% | 88 |
|
|
2021
Q1 | $224K | Buy |
+2,183
| New | +$224K | 0.15% | 89 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$324K | – | 120 |
|
|
2019
Q4 | $324K | Buy |
+2,500
| New | +$324K | 0.34% | 66 |
|