Ullmann Wealth Partners Group’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 |
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|
2023
Q4 | $687K | Hold |
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|
2023
Q3 | $618K | Hold |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $333K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $265K | Hold |
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|
2020
Q2 | $320K | Sell |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $449K | Buy |
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|
2019
Q3 | $488K | Hold |
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|
2019
Q2 | $468K | Buy |
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|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $257K | Hold |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $271K | Hold |
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|
2018
Q1 | $257K | Hold |
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|
2017
Q4 | $294K | Sell |
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|
2017
Q3 | $430K | Sell |
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|
2017
Q2 | $412K | Hold |
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|
2017
Q1 | $436K | Hold |
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|
2016
Q4 | $459K | Buy |
|