Prospera Financial Services’s Federal Realty Investment Trust FRT Stock Holding History

Prospera Financial Services’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,750	Closed	-$823K	–	1492
2026 Q1	$823K	Buy	7,750 +1,844	+31%	+$193K	0.01%	798
2025 Q4	$595K	Sell	5,906 -1,329	-18%	-$131K	0.01%	865
2025 Q3	$733K	Sell	7,235 -562	-7%	-$54.3K	0.01%	799
2025 Q2	$740K	Buy	7,797 +1,889	+32%	+$179K	0.01%	762
2025 Q1	$578K	Buy	5,908 +1,728	+41%	+$180K	0.01%	723
2024 Q4	$468K	Buy	4,180 +66	+2%	+$7.46K	0.01%	762
2024 Q3	$473K	Buy	4,114 +78	+2%	+$8.71K	0.01%	743
2024 Q2	$407K	Buy	4,036 +43	+1%	+$4.34K	0.01%	791
2024 Q1	$408K	Sell	3,993 -1,026	-20%	-$104K	0.01%	774
2023 Q4	$517K	Sell	5,019 -1,072	-18%	-$101K	0.02%	651
2023 Q3	$552K	Buy	6,091 +1,401	+30%	+$138K	0.02%	581
2023 Q2	$454K	Buy	4,690 +322	+7%	+$30.3K	0.02%	646
2023 Q1	$432K	Buy	4,368 +292	+7%	+$30.5K	0.02%	657
2022 Q4	$412K	Sell	4,076 -272	-6%	-$27.5K	0.02%	586
2022 Q3	$392K	Buy	4,348 +2,635	+154%	+$268K	0.02%	590
2022 Q2	$164K	Sell	1,713 -86	-5%	-$9.65K	0.01%	782
2022 Q1	$220K	Buy	+1,799	New	+$222K	0.01%	856
2021 Q4	–	Sell	-8,965	Closed	-$1.06M	–	880
2021 Q3	$1.06M	Sell	8,965 -245	-3%	-$29K	0.05%	353
2021 Q2	$1.08M	Buy	+9,210	New	+$1.05M	0.05%	359
2020 Q4	–	Sell	-297	Closed	-$22K	–	989
2020 Q3	$22K	Sell	297 -2,450	-89%	-$193K	0.01%	871
2020 Q2	$234K	Sell	2,747 -739	-21%	-$59.7K	0.02%	507
2020 Q1	$260K	Sell	3,486 -847	-20%	-$97.5K	0.03%	423
2019 Q4	$558K	Buy	+4,333	New	+$576K	0.04%	360
2016 Q4	–	Sell	-1,500	Closed	-$231K	–	396
2016 Q3	$231K	Sell	1,500 -100	-6%	-$16.2K	0.05%	319
2016 Q2	$265K	Hold	1,600	–	–	0.05%	264
2016 Q1	$250K	Sell	1,600 -4	-0.2%	-$599	0.06%	253
2015 Q4	$234K	Hold	1,604	–	–	0.05%	237
2015 Q3	$219K	Sell	1,604 -196	-11%	-$26.2K	0.06%	243
2015 Q2	$231K	Hold	1,800	–	–	0.06%	244
2015 Q1	$265K	Sell	1,800 -200	-10%	-$28.7K	0.06%	234
2014 Q4	$267K	Hold	2,000	–	–	0.07%	219
2014 Q3	$237K	Hold	2,000	–	–	0.06%	233
2014 Q2	$242K	Hold	2,000	–	–	0.07%	227
2014 Q1	$229K	Hold	2,000	–	–	0.07%	206
2013 Q4	$203K	Sell	2,000 -200	-9%	-$20.8K	0.07%	234
2013 Q3	$227K	Buy	2,200 +200	+10%	+$20.5K	0.09%	197
2013 Q2	$205K	Buy	+2,000	New	+$221K	0.09%	204