Stratos Wealth Partners’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,847
| Closed | -$325K | – | 1444 |
|
|
2023
Q4 | $325K | Sell |
4,847
-12
| -0.2% | -$804 | 0.01% | 1039 |
|
|
2023
Q3 | $289K | Buy |
+4,859
| New | +$289K | 0.01% | 1032 |
|
|
2018
Q4 | – | Sell |
-113
| Closed | -$7K | – | 2120 |
|
|
2018
Q3 | $7K | Buy |
+113
| New | +$7K | ﹤0.01% | 2325 |
|
|
2018
Q2 | – | Sell |
-113
| Closed | -$7K | – | 2213 |
|
|
2018
Q1 | $7K | Sell |
113
-13
| -10% | -$805 | ﹤0.01% | 2485 |
|
|
2017
Q4 | $9K | Buy |
+126
| New | +$9K | ﹤0.01% | 2209 |
|