SIP
Stoneridge Investment Partners’s Federal Realty Investment Trust FRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Hold |
14,080
| – | – | 1.01% | 33 |
|
|
2025
Q1 | $1.38M | Buy |
+14,080
| New | +$1.38M | 1.16% | 29 |
|
|
2021
Q3 | – | Sell |
-8,241
| Closed | -$966K | – | 121 |
|
|
2021
Q2 | $966K | Hold |
8,241
| – | – | 0.47% | 67 |
|
|
2021
Q1 | $836K | Buy |
+8,241
| New | +$836K | 0.44% | 72 |
|