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 |
|