Spire Wealth Management’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3K | Hold |
538
| – | – | ﹤0.01% | 1296 |
|
|
2025
Q1 | $39.7K | Buy |
538
+12
| +2% | +$885 | ﹤0.01% | 1364 |
|
|
2024
Q4 | $38.9K | Buy |
526
+3
| +0.6% | +$222 | ﹤0.01% | 1381 |
|
|
2024
Q3 | $37.8K | Buy |
523
+23
| +5% | +$1.66K | ﹤0.01% | 1221 |
|
|
2024
Q2 | $31.1K | Sell |
500
-6
| -1% | -$373 | ﹤0.01% | 1275 |
|
|
2024
Q1 | $30.6K | Buy |
506
+24
| +5% | +$1.45K | ﹤0.01% | 1382 |
|
|
2023
Q4 | $30.2K | Buy |
482
+3
| +0.6% | +$188 | ﹤0.01% | 1378 |
|
|
2023
Q3 | $28.5K | Buy |
479
+3
| +0.6% | +$178 | ﹤0.01% | 1373 |
|
|
2023
Q2 | $29.4K | Hold |
476
| – | – | ﹤0.01% | 1423 |
|
|
2023
Q1 | $29.1K | Buy |
476
+303
| +175% | +$18.5K | ﹤0.01% | 1441 |
|
|
2022
Q4 | $11K | Hold |
173
| – | – | ﹤0.01% | 1584 |
|
|
2022
Q3 | $9K | Sell |
173
-320
| -65% | -$16.6K | ﹤0.01% | 1606 |
|
|
2022
Q2 | $29K | Buy |
493
+17
| +4% | +$1K | ﹤0.01% | 1519 |
|
|
2022
Q1 | $34K | Sell |
476
-435
| -48% | -$31.1K | ﹤0.01% | 1607 |
|
|
2021
Q4 | $69K | Buy |
911
+305
| +50% | +$23.1K | ﹤0.01% | 1572 |
|
|
2021
Q3 | $41K | Buy |
606
+303
| +100% | +$20.5K | ﹤0.01% | 1567 |
|
|
2021
Q2 | $19K | Sell |
303
-305
| -50% | -$19.1K | ﹤0.01% | 1894 |
|
|
2021
Q1 | $35K | Buy |
+608
| New | +$35K | ﹤0.01% | 1905 |
|