TFC Financial Management’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
$760 Sell
8
-1
-11% -$95 ﹤0.01% 608
2025
Q1
$881 Hold
9
﹤0.01% 570
2024
Q4
$1.01K Hold
9
﹤0.01% 573
2024
Q3
$1.04K Hold
9
﹤0.01% 586
2024
Q2
$909 Buy
9
+1
+13% +$101 ﹤0.01% 571
2024
Q1
$817 Hold
8
﹤0.01% 576
2023
Q4
$825 Hold
8
﹤0.01% 538
2023
Q3
$726 Hold
8
﹤0.01% 558
2023
Q2
$775 Hold
8
﹤0.01% 536
2023
Q1
$791 Hold
8
﹤0.01% 534
2022
Q4
$808 Hold
8
﹤0.01% 482
2022
Q3
$1K Hold
8
﹤0.01% 472
2022
Q2
$1K Hold
8
﹤0.01% 466
2022
Q1
$1K Buy
+8
New +$1K ﹤0.01% 479
2021
Q4
Sell
-8
Closed -$1K 590
2021
Q3
$1K Hold
8
﹤0.01% 513
2021
Q2
$1K Hold
8
﹤0.01% 513
2021
Q1
$1K Hold
8
﹤0.01% 501
2020
Q4
$1K Hold
8
﹤0.01% 489
2020
Q3
$1K Buy
+8
New +$1K ﹤0.01% 457