Summit Securities Group’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.84K | Buy |
+110
| New | +$7.84K | ﹤0.01% | 793 |
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 636 |
|
2023
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 664 |
|
2023
Q3 | $0 | Sell |
1
-201
| -100% | – | ﹤0.01% | 772 |
|
2023
Q2 | $12K | Sell |
202
-101
| -33% | -$6K | ﹤0.01% | 624 |
|
2023
Q1 | $19K | Buy |
303
+147
| +94% | +$9.22K | ﹤0.01% | 502 |
|
2022
Q4 | $10K | Sell |
156
-37
| -19% | -$2.37K | ﹤0.01% | 801 |
|
2022
Q3 | $10K | Sell |
193
-133
| -41% | -$6.89K | ﹤0.01% | 583 |
|
2022
Q2 | $19K | Buy |
326
+263
| +417% | +$15.3K | ﹤0.01% | 585 |
|
2022
Q1 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 761 |
|
2017
Q2 | – | Sell |
-3,500
| Closed | -$232K | – | 301 |
|
2017
Q1 | $232K | Buy |
+3,500
| New | +$232K | 0.07% | 232 |
|