Smith Shellnut Wilson’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $260K | Buy |
|
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|
2024
Q3 | $261K | Hold |
|
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|
2024
Q2 | $229K | Hold |
|
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|
2024
Q1 | $232K | Hold |
|
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|
2023
Q4 | $234K | Sell |
|
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|
2023
Q3 | $233K | Hold |
|
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $256K | Hold |
|
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $327K | Buy |
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|
2021
Q4 | $363K | Buy |
|
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $299K | Hold |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $223K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $306K | Hold |
|
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|
2019
Q3 | $323K | Buy |
|
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|
2019
Q2 | $285K | Sell |
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|
2019
Q1 | $314K | Buy |
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|
2018
Q4 | $265K | Sell |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q1 | $264K | Buy |
|