Spirit of America Management Corp’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 | $921K | Hold |
9,700
| – | – | 0.19% | 132 |
|
|
2025
Q1 | $949K | Hold |
9,700
| – | – | 0.19% | 122 |
|
|
2024
Q4 | $1.09M | Hold |
9,700
| – | – | 0.22% | 109 |
|
|
2024
Q3 | $1.12M | Hold |
9,700
| – | – | 0.22% | 107 |
|
|
2024
Q2 | $979K | Sell |
9,700
-2,400
| -20% | -$242K | 0.2% | 103 |
|
|
2024
Q1 | $1.24M | Sell |
12,100
-300
| -2% | -$30.6K | 0.25% | 91 |
|
|
2023
Q4 | $1.28M | Sell |
12,400
-200
| -2% | -$20.6K | 0.28% | 87 |
|
|
2023
Q3 | $1.14M | Sell |
12,600
-200
| -2% | -$18.1K | 0.26% | 82 |
|
|
2023
Q2 | $1.24M | Sell |
12,800
-900
| -7% | -$87.1K | 0.28% | 85 |
|
|
2023
Q1 | $1.35M | Hold |
13,700
| – | – | 0.3% | 82 |
|
|
2022
Q4 | $1.38M | Hold |
13,700
| – | – | 0.31% | 83 |
|
|
2022
Q3 | $1.24M | Hold |
13,700
| – | – | 0.29% | 84 |
|
|
2022
Q2 | $1.31M | Buy |
+13,700
| New | +$1.31M | 0.3% | 84 |
|
|
2022
Q1 | – | Sell |
-13,700
| Closed | -$1.87M | – | 237 |
|
|
2021
Q4 | $1.87M | Buy |
13,700
+500
| +4% | +$68.2K | 0.38% | 80 |
|
|
2021
Q3 | $1.56M | Buy |
13,200
+1,900
| +17% | +$224K | 0.34% | 88 |
|
|
2021
Q2 | $1.32M | Buy |
11,300
+1,550
| +16% | +$182K | 0.28% | 95 |
|
|
2021
Q1 | $989K | Buy |
9,750
+1,675
| +21% | +$170K | 0.23% | 103 |
|
|
2020
Q4 | $687K | Buy |
8,075
+800
| +11% | +$68.1K | 0.17% | 125 |
|
|
2020
Q3 | $534K | Buy |
7,275
+500
| +7% | +$36.7K | 0.15% | 129 |
|
|
2020
Q2 | $577K | Sell |
6,775
-450
| -6% | -$38.3K | 0.15% | 125 |
|
|
2020
Q1 | $539K | Sell |
7,225
-2,250
| -24% | -$168K | 0.17% | 121 |
|
|
2019
Q4 | $1.22M | Sell |
9,475
-450
| -5% | -$57.9K | 0.21% | 108 |
|
|
2019
Q3 | $1.35M | Sell |
9,925
-1,500
| -13% | -$204K | 0.22% | 98 |
|
|
2019
Q2 | $1.47M | Sell |
11,425
-1,150
| -9% | -$148K | 0.22% | 96 |
|
|
2019
Q1 | $1.73M | Sell |
12,575
-3,400
| -21% | -$469K | 0.25% | 81 |
|
|
2018
Q4 | $1.89M | Sell |
15,975
-250
| -2% | -$29.5K | 0.3% | 73 |
|
|
2018
Q3 | $2.05M | Sell |
16,225
-1,900
| -10% | -$240K | 0.26% | 81 |
|
|
2018
Q2 | $2.29M | Sell |
18,125
-1,450
| -7% | -$184K | 0.28% | 75 |
|
|
2018
Q1 | $2.27M | Sell |
19,575
-1,700
| -8% | -$197K | 0.3% | 73 |
|
|
2017
Q4 | $2.83M | Sell |
21,275
-1,700
| -7% | -$226K | 0.31% | 66 |
|
|
2017
Q3 | $2.85M | Sell |
22,975
-4,450
| -16% | -$553K | 0.3% | 64 |
|
|
2017
Q2 | $3.47M | Sell |
27,425
-5,050
| -16% | -$638K | 0.37% | 56 |
|
|
2017
Q1 | $4.34M | Sell |
32,475
-4,500
| -12% | -$601K | 0.46% | 54 |
|
|
2016
Q4 | $5.26M | Sell |
36,975
-1,675
| -4% | -$238K | 0.61% | 50 |
|
|
2016
Q3 | $5.95M | Sell |
38,650
-1,350
| -3% | -$208K | 0.78% | 39 |
|
|
2016
Q2 | $6.62M | Hold |
40,000
| – | – | 0.97% | 34 |
|
|
2016
Q1 | $6.24M | Hold |
40,000
| – | – | 1.11% | 24 |
|
|
2015
Q4 | $5.84M | Hold |
40,000
| – | – | 1.12% | 25 |
|
|
2015
Q3 | $5.46M | Hold |
40,000
| – | – | 1.14% | 22 |
|
|
2015
Q2 | $5.12M | Hold |
40,000
| – | – | 0.99% | 24 |
|
|
2015
Q1 | $5.89M | Hold |
40,000
| – | – | 1.25% | 16 |
|
|
2014
Q4 | $5.34M | Hold |
40,000
| – | – | 1.36% | 15 |
|
|
2014
Q3 | $4.74M | Buy |
40,000
+10,600
| +36% | +$1.26M | 1.44% | 11 |
|
|
2014
Q2 | $3.56M | Hold |
29,400
| – | – | 1.42% | 9 |
|
|
2014
Q1 | $3.37M | Buy |
29,400
+4,400
| +18% | +$505K | 1.39% | 9 |
|
|
2013
Q4 | $2.54M | Hold |
25,000
| – | – | 2.01% | 16 |
|
|
2013
Q3 | $2.54M | Hold |
25,000
| – | – | 0.93% | 21 |
|
|
2013
Q2 | $2.59M | Buy |
+25,000
| New | +$2.59M | 0.94% | 22 |
|