Stifel Financial’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
$7M Buy
73,660
+5,461
+8% +$519K 0.01% 1070
2025
Q1
$6.67M Buy
68,199
+2,153
+3% +$211K 0.01% 1031
2024
Q4
$7.39M Sell
66,046
-276
-0.4% -$30.9K 0.01% 998
2024
Q3
$7.63M Buy
66,322
+1,033
+2% +$119K 0.01% 972
2024
Q2
$6.59M Sell
65,289
-1,294
-2% -$131K 0.01% 996
2024
Q1
$6.8M Buy
66,583
+5,859
+10% +$598K 0.01% 980
2023
Q4
$6.26M Sell
60,724
-3,014
-5% -$311K 0.01% 987
2023
Q3
$5.78M Buy
63,738
+1,553
+2% +$141K 0.01% 963
2023
Q2
$6.02M Buy
62,185
+6,272
+11% +$607K 0.01% 941
2023
Q1
$5.53M Buy
55,913
+1,099
+2% +$109K 0.01% 960
2022
Q4
$5.54M Buy
54,814
+9,640
+21% +$974K 0.01% 926
2022
Q3
$4.07M Buy
45,174
+3,925
+10% +$354K 0.01% 1042
2022
Q2
$3.95M Buy
41,249
+503
+1% +$48.2K 0.01% 1087
2022
Q1
$4.98M Sell
40,746
-2,147
-5% -$262K 0.01% 1060
2021
Q4
$5.85M Buy
42,893
+3,490
+9% +$476K 0.01% 984
2021
Q3
$4.65M Sell
39,403
-1,040
-3% -$123K 0.01% 1055
2021
Q2
$4.74M Sell
40,443
-2,186
-5% -$256K 0.01% 1050
2021
Q1
$4.33M Buy
42,629
+6,821
+19% +$692K 0.01% 1038
2020
Q4
$3.05M Buy
35,808
+351
+1% +$29.9K 0.01% 1131
2020
Q3
$2.61M Sell
35,457
-1,573
-4% -$116K 0.01% 1080
2020
Q2
$3.16M Sell
37,030
-6,985
-16% -$595K 0.01% 931
2020
Q1
$3.24M Buy
44,015
+800
+2% +$58.9K 0.01% 830
2019
Q4
$5.62M Buy
43,215
+335
+0.8% +$43.6K 0.01% 839
2019
Q3
$5.82M Buy
42,880
+1,139
+3% +$154K 0.01% 776
2019
Q2
$5.42M Sell
41,741
-425
-1% -$55.2K 0.01% 831
2019
Q1
$5.82M Sell
42,166
-1,159
-3% -$160K 0.02% 745
2018
Q4
$5.1M Sell
43,325
-158
-0.4% -$18.6K 0.02% 760
2018
Q3
$5.57M Sell
43,483
-1,627
-4% -$208K 0.02% 796
2018
Q2
$5.78M Buy
45,110
+10,607
+31% +$1.36M 0.02% 752
2018
Q1
$4.01M Buy
34,503
+5,384
+18% +$626K 0.01% 883
2017
Q4
$3.91M Buy
29,119
+666
+2% +$89.5K 0.01% 871
2017
Q3
$3.47M Buy
28,453
+1,983
+7% +$242K 0.01% 879
2017
Q2
$3.41M Buy
26,470
+42
+0.2% +$5.41K 0.01% 870
2017
Q1
$3.55M Buy
26,428
+17,403
+193% +$2.34M 0.01% 838
2016
Q4
$1.28M Sell
9,025
-3,153
-26% -$447K 0.01% 1256
2016
Q3
$1.87M Buy
12,178
+1,038
+9% +$160K 0.01% 1024
2016
Q2
$1.85M Buy
11,140
+190
+2% +$31.5K 0.01% 1035
2016
Q1
$1.71M Sell
10,950
-923
-8% -$144K 0.01% 987
2015
Q4
$1.74M Buy
11,873
+4,362
+58% +$641K 0.01% 1027
2015
Q3
$1.03M Sell
7,511
-64
-0.8% -$8.8K 0.01% 1205
2015
Q2
$977K Buy
7,575
+63
+0.8% +$8.13K 0.01% 1361
2015
Q1
$1.11M Sell
7,512
-396
-5% -$58.5K 0.01% 1235
2014
Q4
$1.05M Buy
+7,908
New +$1.05M 0.01% 1233