Steward Partners Investment Advisory’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 | $1.52M | Buy |
16,036
+9
| +0.1% | +$855 | 0.01% | 815 |
|
|
2025
Q1 | $1.57M | Sell |
16,027
-1,366
| -8% | -$134K | 0.01% | 745 |
|
|
2024
Q4 | $1.95M | Sell |
17,393
-182
| -1% | -$20.4K | 0.02% | 648 |
|
|
2024
Q3 | $2.02M | Buy |
17,575
+2,824
| +19% | +$325K | 0.02% | 625 |
|
|
2024
Q2 | $1.49M | Sell |
14,751
-886
| -6% | -$89.5K | 0.02% | 676 |
|
|
2024
Q1 | $1.6M | Sell |
15,637
-154
| -1% | -$15.7K | 0.02% | 645 |
|
|
2023
Q4 | $1.63M | Buy |
15,791
+73
| +0.5% | +$7.52K | 0.02% | 563 |
|
|
2023
Q3 | $1.42M | Sell |
15,718
-440
| -3% | -$39.9K | 0.02% | 556 |
|
|
2023
Q2 | $1.56M | Sell |
16,158
-121
| -0.7% | -$11.7K | 0.02% | 545 |
|
|
2023
Q1 | $1.61M | Sell |
16,279
-485
| -3% | -$47.9K | 0.03% | 530 |
|
|
2022
Q4 | $1.69M | Sell |
16,764
-151
| -0.9% | -$15.3K | 0.03% | 506 |
|
|
2022
Q3 | $1.52M | Buy |
16,915
+1,562
| +10% | +$141K | 0.03% | 510 |
|
|
2022
Q2 | $1.47M | Buy |
15,353
+401
| +3% | +$38.4K | 0.03% | 528 |
|
|
2022
Q1 | $1.83M | Buy |
14,952
+395
| +3% | +$48.2K | 0.03% | 503 |
|
|
2021
Q4 | $1.98M | Buy |
14,557
+81
| +0.6% | +$11K | 0.03% | 495 |
|
|
2021
Q3 | $1.71M | Buy |
14,476
+278
| +2% | +$32.8K | 0.03% | 497 |
|
|
2021
Q2 | $1.66M | Sell |
14,198
-227
| -2% | -$26.6K | 0.03% | 502 |
|
|
2021
Q1 | $1.46M | Buy |
14,425
+893
| +7% | +$90.6K | 0.03% | 518 |
|
|
2020
Q4 | $1.15M | Buy |
13,532
+3,079
| +29% | +$262K | 0.03% | 519 |
|
|
2020
Q3 | $768K | Buy |
10,453
+4,356
| +71% | +$320K | 0.02% | 553 |
|
|
2020
Q2 | $519K | Buy |
6,097
+550
| +10% | +$46.8K | 0.01% | 616 |
|
|
2020
Q1 | $413K | Buy |
5,547
+782
| +16% | +$58.2K | 0.02% | 606 |
|
|
2019
Q4 | $613K | Buy |
4,765
+245
| +5% | +$31.5K | 0.02% | 575 |
|
|
2019
Q3 | $615K | Buy |
4,520
+161
| +4% | +$21.9K | 0.02% | 532 |
|
|
2019
Q2 | $561K | Buy |
4,359
+51
| +1% | +$6.56K | 0.02% | 528 |
|
|
2019
Q1 | $593K | Buy |
4,308
+171
| +4% | +$23.5K | 0.03% | 472 |
|
|
2018
Q4 | $488K | Buy |
4,137
+294
| +8% | +$34.7K | 0.02% | 495 |
|
|
2018
Q3 | $486K | Buy |
3,843
+465
| +14% | +$58.8K | 0.02% | 510 |
|
|
2018
Q2 | $428K | Buy |
3,378
+142
| +4% | +$18K | 0.03% | 497 |
|
|
2018
Q1 | $375K | Buy |
+3,236
| New | +$375K | 0.03% | 481 |
|