SWA
SOA Wealth Advisors’s Regency Centers REG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166 | Hold |
2
| – | – | ﹤0.01% | 823 |
|
|
2025
Q1 | $170 | Hold |
2
| – | – | ﹤0.01% | 834 |
|
|
2024
Q4 | $169 | Hold |
2
| – | – | ﹤0.01% | 828 |
|
|
2024
Q3 | $163 | Hold |
2
| – | – | ﹤0.01% | 796 |
|
|
2024
Q2 | $139 | Hold |
2
| – | – | ﹤0.01% | 810 |
|
|
2024
Q1 | $134 | Hold |
2
| – | – | ﹤0.01% | 863 |
|
|
2023
Q4 | $147 | Hold |
2
| – | – | ﹤0.01% | 859 |
|
|
2023
Q3 | $129 | Hold |
2
| – | – | ﹤0.01% | 896 |
|
|
2023
Q2 | $132 | Hold |
2
| – | – | ﹤0.01% | 896 |
|
|
2023
Q1 | $130 | Hold |
2
| – | – | ﹤0.01% | 927 |
|
|
2022
Q4 | $131 | Sell |
2
-6
| -75% | -$393 | ﹤0.01% | 927 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 964 |
|
|
2022
Q2 | $0 | Sell |
8
-246
| -97% | – | ﹤0.01% | 993 |
|
|
2022
Q1 | $18K | Hold |
254
| – | – | ﹤0.01% | 488 |
|
|
2021
Q4 | $18K | Hold |
254
| – | – | ﹤0.01% | 460 |
|
|
2021
Q3 | $17K | Buy |
254
+35
| +16% | +$2.34K | ﹤0.01% | 479 |
|
|
2021
Q2 | $14K | Sell |
219
-44
| -17% | -$2.81K | ﹤0.01% | 517 |
|
|
2021
Q1 | $14K | Buy |
263
+48
| +22% | +$2.56K | ﹤0.01% | 464 |
|
|
2020
Q4 | $10K | Buy |
+215
| New | +$10K | ﹤0.01% | 518 |
|