Sound Financial Strategies Group’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 | $686K | Buy |
7,218
+237
| +3% | +$22.5K | 0.58% | 73 |
|
|
2025
Q1 | $683K | Sell |
6,981
-947
| -12% | -$92.6K | 0.61% | 71 |
|
|
2024
Q4 | $888K | Buy |
+7,928
| New | +$888K | 0.74% | 19 |
|
|
2023
Q1 | – | Sell |
-9,912
| Closed | -$1M | – | 69 |
|
|
2022
Q4 | $1M | Buy |
+9,912
| New | +$1M | 0.73% | 37 |
|
|
2022
Q2 | – | Sell |
-13,135
| Closed | -$1.6M | – | 57 |
|
|
2022
Q1 | $1.6M | Buy |
+13,135
| New | +$1.6M | 0.89% | 33 |
|
|
2020
Q4 | – | Sell |
-10,002
| Closed | -$735K | – | 95 |
|
|
2020
Q3 | $735K | Sell |
10,002
-180
| -2% | -$13.2K | 0.47% | 25 |
|
|
2020
Q2 | $868K | Sell |
10,182
-44
| -0.4% | -$3.75K | 0.56% | 19 |
|
|
2020
Q1 | $763K | Sell |
10,226
-3,223
| -24% | -$240K | 0.52% | 14 |
|
|
2019
Q4 | $1.73M | Buy |
+13,449
| New | +$1.73M | 1.1% | 27 |
|