RWM
Ritholtz Wealth Management’s Regency Centers REG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
2,932
-991
| -25% | -$70.6K | ﹤0.01% | 900 |
|
|
2025
Q1 | $289K | Buy |
3,923
+1,124
| +40% | +$82.9K | 0.01% | 757 |
|
|
2024
Q4 | $207K | Buy |
+2,799
| New | +$207K | 0.01% | 803 |
|
|
2023
Q1 | – | Sell |
-3,244
| Closed | -$203K | – | 663 |
|
|
2022
Q4 | $203K | Sell |
3,244
-4,890
| -60% | -$306K | 0.01% | 535 |
|
|
2022
Q3 | $438K | Buy |
8,134
+276
| +4% | +$14.9K | 0.02% | 433 |
|
|
2022
Q2 | $466K | Buy |
7,858
+1,238
| +19% | +$73.4K | 0.03% | 334 |
|
|
2022
Q1 | $472K | Sell |
6,620
-1,343
| -17% | -$95.8K | 0.03% | 319 |
|
|
2021
Q4 | $600K | Buy |
7,963
+3,112
| +64% | +$234K | 0.04% | 259 |
|
|
2021
Q3 | $327K | Buy |
+4,851
| New | +$327K | 0.02% | 352 |
|