Private Wealth Management Group’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
$1.07K Hold
15
﹤0.01% 1269
2025
Q1
$1.11K Hold
15
﹤0.01% 1236
2024
Q4
$1.11K Hold
15
﹤0.01% 1269
2024
Q3
$1.08K Hold
15
﹤0.01% 1259
2024
Q2
$933 Sell
15
-30
-67% -$1.87K ﹤0.01% 1306
2024
Q1
$2.73K Hold
45
﹤0.01% 843
2023
Q4
$3.02K Buy
+45
New +$3.02K ﹤0.01% 804