Summit 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
$942K Sell
9,913
-82
-0.8% -$7.79K 0.02% 423
2025
Q1
$978K Sell
9,995
-64
-0.6% -$6.26K 0.03% 378
2024
Q4
$1.13M Buy
+10,059
New +$1.13M 0.04% 295