Raffa Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
– Sell
-9
Closed -$1.03K – 1123
2024
Q3
$1.03K Hold
9
– – ﹤0.01% 834
2024
Q2
$909 Hold
9
– – ﹤0.01% 927
2024
Q1
$919 Hold
9
– – ﹤0.01% 914
2023
Q4
$927 Hold
9
– – ﹤0.01% 842
2023
Q3
$816 Hold
9
– – ﹤0.01% 842
2023
Q2
$871 Hold
9
– – ﹤0.01% 836
2023
Q1
$889 Hold
9
– – ﹤0.01% 824
2022
Q4
$909 Hold
9
– – ﹤0.01% 805
2022
Q3
$811 Hold
9
– – ﹤0.01% 868
2022
Q2
$862 Hold
9
– – ﹤0.01% 861
2022
Q1
$1.1K Sell
9
-9
-50% -$1.11K ﹤0.01% 832
2021
Q4
$2.45K Buy
18
+9
+100% +$1.14K ﹤0.01% 601
2021
Q3
$1.06K Hold
9
– – ﹤0.01% 802
2021
Q2
$1.05K Hold
9
– – ﹤0.01% 813
2021
Q1
$913 Hold
9
– – ﹤0.01% 859
2020
Q4
$766 Hold
9
– – ﹤0.01% 795
2020
Q3
$661 Hold
9
– – ﹤0.01% 762
2020
Q2
$767 Hold
9
– – ﹤0.01% 728
2020
Q1
$671 Hold
9
– – ﹤0.01% 686
2019
Q4
$1.16K Hold
9
– – ﹤0.01% 567
2019
Q3
$1.23K Buy
+9
New +$1.19K ﹤0.01% 520
2019
Q2
– Sell
-9
Closed -$1.24K – 977
2019
Q1
$1.24K Hold
9
– – ﹤0.01% 483
2018
Q4
$1.06K Hold
9
– – ﹤0.01% 501
2018
Q3
$1.14K Hold
9
– – ﹤0.01% 549
2018
Q2
$1.14K Hold
9
– – ﹤0.01% 518
2018
Q1
$1.04K Buy
+9
New +$1.06K ﹤0.01% 527
2017
Q1
– Sell
-5
Closed -$711 – 547
2016
Q4
$711 Hold
5
– – ﹤0.01% 570
2016
Q3
$770 Hold
5
– – ﹤0.01% 509
2016
Q2
$828 Hold
5
– – ﹤0.01% 457
2016
Q1
$780 Hold
5
– – ﹤0.01% 484
2015
Q4
$731 Hold
5
– – ﹤0.01% 499
2015
Q3
$682 Hold
5
– – ﹤0.01% 521
2015
Q2
$640 Hold
5
– – ﹤0.01% 576
2015
Q1
$736 Hold
5
– – ﹤0.01% 500
2014
Q4
$667 Hold
5
– – ﹤0.01% 517
2014
Q3
$592 Buy
+5
New +$613 ﹤0.01% 531
2014
Q1
– Sell
-5
Closed -$667 – 442
2013
Q4
$667 Buy
+5
New +$521 ﹤0.01% 517

Other funds holding FRT

Raffa Wealth Management's FRT Position: Q4 2024 in Review

Raffa Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q4 2024, closing a stake of 9 shares — an estimated $1.03K sold.

Raffa Wealth Management first reported a position in FRT in Q4 2013 and held it in 37 quarters. The position peaked at $2.45K in Q4 2021. 490 funds tracked by Wall St. Rank hold FRT as of Q4 2024.

  • Raffa Wealth Management reported no remaining Federal Realty Investment Trust position as of Q4 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 9 Federal Realty Investment Trust shares in Q4 2024, an estimated $1.03K.
  • Raffa Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2013 and held it in 37 quarters.
  • Raffa Wealth Management's Federal Realty Investment Trust position peaked at $2.45K in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2024.

Based on Raffa Wealth Management's 13F filing for Q4 2024, filed 27 Jul 2026.