Toth Financial Advisory’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 | $31.5K | Buy |
332
+5
| +2% | +$475 | ﹤0.01% | 372 |
|
|
2025
Q1 | $32K | Hold |
327
| – | – | ﹤0.01% | 338 |
|
|
2024
Q4 | $36.6K | Buy |
327
+1
| +0.3% | +$112 | ﹤0.01% | 329 |
|
|
2024
Q3 | $37.5K | Buy |
326
+5
| +2% | +$576 | ﹤0.01% | 321 |
|
|
2024
Q2 | $32.4K | Buy |
321
+1
| +0.3% | +$101 | ﹤0.01% | 336 |
|
|
2024
Q1 | $32.7K | Hold |
320
| – | – | ﹤0.01% | 336 |
|
|
2023
Q4 | $33K | Hold |
320
| – | – | ﹤0.01% | 328 |
|
|
2023
Q3 | $29K | Hold |
320
| – | – | ﹤0.01% | 318 |
|
|
2023
Q2 | $31K | Sell |
320
-10
| -3% | -$967 | ﹤0.01% | 327 |
|
|
2023
Q1 | $32.6K | Buy |
330
+10
| +3% | +$988 | 0.01% | 325 |
|
|
2022
Q4 | $32.3K | Sell |
320
-140
| -30% | -$14.1K | 0.01% | 331 |
|
|
2022
Q3 | $41K | Sell |
460
-74
| -14% | -$6.6K | 0.01% | 291 |
|
|
2022
Q2 | $51K | Buy |
534
+2
| +0.4% | +$191 | 0.01% | 269 |
|
|
2022
Q1 | $65K | Buy |
+532
| New | +$65K | 0.01% | 263 |
|
|
2021
Q4 | – | Sell |
-842
| Closed | -$99K | – | 777 |
|
|
2021
Q3 | $99K | Buy |
842
+5
| +0.6% | +$588 | 0.02% | 241 |
|
|
2021
Q2 | $98K | Buy |
837
+87
| +12% | +$10.2K | 0.02% | 221 |
|
|
2021
Q1 | $76K | Buy |
750
+527
| +236% | +$53.4K | 0.01% | 256 |
|
|
2020
Q4 | $19K | Buy |
223
+102
| +84% | +$8.69K | ﹤0.01% | 345 |
|
|
2020
Q3 | $9K | Buy |
121
+64
| +112% | +$4.76K | ﹤0.01% | 372 |
|
|
2020
Q2 | $5K | Buy |
57
+7
| +14% | +$614 | ﹤0.01% | 400 |
|
|
2020
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 338 |
|
|
2019
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 340 |
|
|
2019
Q3 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 332 |
|