SOA Wealth Advisors’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166 | Hold |
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|
2025
Q1 | $170 | Hold |
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|
2024
Q4 | $169 | Hold |
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|
2024
Q3 | $163 | Hold |
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|
2024
Q2 | $139 | Hold |
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|
2024
Q1 | $134 | Hold |
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|
2023
Q4 | $147 | Hold |
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|
2023
Q3 | $129 | Hold |
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|
2023
Q2 | $132 | Hold |
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|
2023
Q1 | $130 | Hold |
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|
2022
Q4 | $131 | Sell |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $17K | Buy |
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|
2021
Q2 | $14K | Sell |
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|
2021
Q1 | $14K | Buy |
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|
2020
Q4 | $10K | Buy |
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