Steward Partners Investment Advisory’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 | $10.3K | Sell |
144
-62
| -30% | -$4.42K | ﹤0.01% | 3203 |
|
|
2025
Q1 | $15.2K | Buy |
206
+41
| +25% | +$3.02K | ﹤0.01% | 2923 |
|
|
2024
Q4 | $12.2K | Buy |
165
+144
| +686% | +$10.6K | ﹤0.01% | 3010 |
|
|
2024
Q3 | $1.52K | Sell |
21
-15
| -42% | -$1.08K | ﹤0.01% | 3486 |
|
|
2024
Q2 | $2.24K | Sell |
36
-136
| -79% | -$8.46K | ﹤0.01% | 3261 |
|
|
2024
Q1 | $10.4K | Buy |
172
+142
| +473% | +$8.6K | ﹤0.01% | 2795 |
|
|
2023
Q4 | $2.01K | Buy |
30
+9
| +43% | +$603 | ﹤0.01% | 3203 |
|
|
2023
Q3 | $1.25K | Buy |
+21
| New | +$1.25K | ﹤0.01% | 3160 |
|
|
2020
Q4 | – | Sell |
-60
| Closed | -$2K | – | 2971 |
|
|
2020
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 2594 |
|
|
2018
Q4 | – | Sell |
-199
| Closed | -$13K | – | 1835 |
|
|
2018
Q3 | $13K | Sell |
199
-24
| -11% | -$1.57K | ﹤0.01% | 1772 |
|
|
2018
Q2 | $14K | Buy |
223
+132
| +145% | +$8.29K | ﹤0.01% | 1625 |
|
|
2018
Q1 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 1802 |
|