Tompkins Financial’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,060
| Closed | -$78.4K | – | 581 |
|
|
2024
Q4 | $78.4K | Hold |
1,060
| – | – | 0.01% | 281 |
|
|
2024
Q3 | $76.6K | Sell |
1,060
-400
| -27% | -$28.9K | 0.01% | 293 |
|
|
2024
Q2 | $90.8K | Hold |
1,460
| – | – | 0.01% | 286 |
|
|
2024
Q1 | $88.4K | Sell |
1,460
-375
| -20% | -$22.7K | 0.01% | 296 |
|
|
2023
Q4 | $123K | Hold |
1,835
| – | – | 0.01% | 246 |
|
|
2023
Q3 | $109K | Sell |
1,835
-165
| -8% | -$9.81K | 0.02% | 236 |
|
|
2023
Q2 | $124K | Hold |
2,000
| – | – | 0.02% | 226 |
|
|
2023
Q1 | $122K | Buy |
+2,000
| New | +$122K | 0.02% | 233 |
|