Sound Financial Strategies Group’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
Q3 | $760K | Buy |
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|
2025
Q2 | $686K | Buy |
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|
2025
Q1 | $683K | Sell |
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|
2024
Q4 | $888K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.6M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $735K | Sell |
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|
2020
Q2 | $868K | Sell |
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|
2020
Q1 | $763K | Sell |
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|
2019
Q4 | $1.73M | Buy |
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