Summit Securities Group’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 | $5.03K | Buy |
+53
| New | +$5.03K | ﹤0.01% | 845 |
|
|
2023
Q3 | – | Sell |
-96
| Closed | -$9K | – | 572 |
|
|
2023
Q2 | $9K | Sell |
96
-49
| -34% | -$4.59K | ﹤0.01% | 653 |
|
|
2023
Q1 | $14K | Buy |
145
+72
| +99% | +$6.95K | ﹤0.01% | 531 |
|
|
2022
Q4 | $7K | Buy |
+73
| New | +$7K | ﹤0.01% | 831 |
|
|
2022
Q3 | – | Sell |
-148
| Closed | -$14K | – | 784 |
|
|
2022
Q2 | $14K | Buy |
148
+119
| +410% | +$11.3K | ﹤0.01% | 614 |
|
|
2022
Q1 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 749 |
|