Sigma Planning Corp’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 | $1.25M | Buy |
13,159
+405
| +3% | +$38.5K | 0.04% | 436 |
|
|
2025
Q1 | $1.25M | Buy |
12,754
+445
| +4% | +$43.5K | 0.04% | 413 |
|
|
2024
Q4 | $1.38M | Buy |
12,309
+2,225
| +22% | +$249K | 0.04% | 382 |
|
|
2024
Q3 | $1.16M | Sell |
10,084
-174
| -2% | -$20K | 0.04% | 459 |
|
|
2024
Q2 | $1.04M | Sell |
10,258
-62
| -0.6% | -$6.26K | 0.03% | 476 |
|
|
2024
Q1 | $1.05M | Buy |
10,320
+6,256
| +154% | +$639K | 0.03% | 493 |
|
|
2023
Q4 | $419K | Sell |
4,064
-6,763
| -62% | -$697K | 0.03% | 515 |
|
|
2023
Q3 | $981K | Sell |
10,827
-163
| -1% | -$14.8K | 0.04% | 472 |
|
|
2023
Q2 | $1.06M | Buy |
10,990
+233
| +2% | +$22.5K | 0.04% | 432 |
|
|
2023
Q1 | $1.06M | Sell |
10,757
-25,592
| -70% | -$2.53M | 0.04% | 486 |
|
|
2022
Q4 | $3.67M | Buy |
36,349
+31,264
| +615% | +$3.16M | 0.13% | 172 |
|
|
2022
Q3 | $458K | Buy |
5,085
+565
| +13% | +$50.9K | 0.02% | 764 |
|
|
2022
Q2 | $433K | Sell |
4,520
-723
| -14% | -$69.3K | 0.02% | 808 |
|
|
2022
Q1 | $640K | Sell |
5,243
-234
| -4% | -$28.6K | 0.02% | 734 |
|
|
2021
Q4 | $747K | Sell |
5,477
-1,838
| -25% | -$251K | 0.02% | 658 |
|
|
2021
Q3 | $863K | Buy |
7,315
+291
| +4% | +$34.3K | 0.03% | 595 |
|
|
2021
Q2 | $823K | Buy |
7,024
+3,023
| +76% | +$354K | 0.02% | 619 |
|
|
2021
Q1 | $406K | Sell |
4,001
-297
| -7% | -$30.1K | 0.01% | 848 |
|
|
2020
Q4 | $366K | Sell |
4,298
-583
| -12% | -$49.6K | 0.01% | 790 |
|
|
2020
Q3 | $359K | Buy |
4,881
+1,280
| +36% | +$94.1K | 0.01% | 726 |
|
|
2020
Q2 | $307K | Buy |
+3,601
| New | +$307K | 0.01% | 759 |
|