Tradition Wealth Management’s Regency Centers REG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-91	Closed	-$6K	–	1001
2023 Q4	$6K	Buy	91 +1	+1%	+$62	﹤0.01%	1118
2023 Q3	$5K	Buy	90 +1	+1%	+$63	﹤0.01%	1194
2023 Q2	$6K	Buy	89 +1	+1%	+$60	﹤0.01%	1168
2023 Q1	$5K	Buy	88 +1	+1%	+$63	﹤0.01%	1156
2022 Q4	$5K	Buy	87 +1	+1%	+$61	﹤0.01%	1055
2022 Q3	$5K	Buy	86 +5	+6%	+$306	﹤0.01%	1076
2022 Q2	$5K	Buy	81 +1	+1%	+$66	﹤0.01%	963
2022 Q1	$6K	Buy	80 +1	+1%	+$70	﹤0.01%	1008
2021 Q4	$6K	Hold	79	–	–	﹤0.01%	1025
2021 Q3	$5K	Buy	79 +1	+1%	+$66	﹤0.01%	1040
2021 Q2	$5K	Buy	+78	New	+$4.93K	﹤0.01%	1068
2021 Q1	–	Sell	-76	Closed	-$3K	–	979
2020 Q4	$3K	Buy	+76	New	+$3.27K	﹤0.01%	907