United Capital Financial Advisors’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $438K | Buy |
+4,120
| New | +$431K | ﹤0.01% | 1128 |
|
|
2023
Q2 | – | Sell |
-5,002
| Closed | -$494K | – | 924 |
|
|
2023
Q1 | $494K | Sell |
5,002
-2,479
| -33% | -$259K | ﹤0.01% | 722 |
|
|
2022
Q4 | $756K | Sell |
7,481
-556
| -7% | -$56.3K | ﹤0.01% | 682 |
|
|
2022
Q3 | $724K | Sell |
8,037
-258
| -3% | -$26.2K | ﹤0.01% | 679 |
|
|
2022
Q2 | $794K | Buy |
8,295
+641
| +8% | +$72K | ﹤0.01% | 677 |
|
|
2022
Q1 | $934K | Buy |
7,654
+1,333
| +21% | +$164K | ﹤0.01% | 678 |
|
|
2021
Q4 | $862K | Sell |
6,321
-1,116
| -15% | -$142K | ﹤0.01% | 715 |
|
|
2021
Q3 | $878K | Sell |
7,437
-418
| -5% | -$49.5K | ﹤0.01% | 706 |
|
|
2021
Q2 | $920K | Buy |
7,855
+695
| +10% | +$78.9K | ﹤0.01% | 718 |
|
|
2021
Q1 | $726K | Buy |
+7,160
| New | +$691K | ﹤0.01% | 750 |
|
|
2020
Q3 | – | Sell |
-9,003
| Closed | -$767K | – | 1180 |
|
|
2020
Q2 | $767K | Sell |
9,003
-177
| -2% | -$14.3K | 0.01% | 735 |
|
|
2020
Q1 | $685K | Sell |
9,180
-674
| -7% | -$77.6K | 0.01% | 718 |
|
|
2019
Q4 | $1.27M | Buy |
9,854
+812
| +9% | +$108K | 0.01% | 698 |
|
|
2019
Q3 | $1.23M | Sell |
9,042
-781
| -8% | -$103K | 0.01% | 686 |
|
|
2019
Q2 | $1.26M | Buy |
9,823
+29
| +0.3% | +$3.85K | 0.01% | 741 |
|
|
2019
Q1 | $1.35M | Buy |
9,794
+34
| +0.3% | +$4.45K | 0.01% | 696 |
|
|
2018
Q4 | $1.15M | Sell |
9,760
-2,848
| -23% | -$358K | 0.01% | 674 |
|
|
2018
Q3 | $1.59M | Buy |
12,608
+192
| +2% | +$24.4K | 0.01% | 655 |
|
|
2018
Q2 | $1.57M | Buy |
12,416
+121
| +1% | +$14.3K | 0.01% | 648 |
|
|
2018
Q1 | $1.43M | Sell |
12,295
-646
| -5% | -$76.3K | 0.01% | 681 |
|
|
2017
Q4 | $1.73M | Buy |
12,941
+273
| +2% | +$35.2K | 0.01% | 630 |
|
|
2017
Q3 | $1.57M | Sell |
12,668
-116
| -0.9% | -$14.9K | 0.01% | 639 |
|
|
2017
Q2 | $1.62M | Sell |
12,784
-545
| -4% | -$70.3K | 0.01% | 631 |
|
|
2017
Q1 | $1.78M | Sell |
13,329
-1,718
| -11% | -$237K | 0.02% | 594 |
|
|
2016
Q4 | $2.14M | Buy |
15,047
+130
| +0.9% | +$18.5K | 0.02% | 552 |
|
|
2016
Q3 | $2.3M | Sell |
14,917
-6,185
| -29% | -$1,000K | 0.02% | 552 |
|
|
2016
Q2 | $3.5M | Sell |
21,102
-30,098
| -59% | -$4.68M | 0.04% | 437 |
|
|
2016
Q1 | $7.99M | Sell |
51,200
-3,937
| -7% | -$589K | 0.09% | 250 |
|
|
2015
Q4 | $8.05M | Buy |
55,137
+2,483
| +5% | +$359K | 0.09% | 245 |
|
|
2015
Q3 | $7.18M | Buy |
52,654
+8,594
| +20% | +$1.15M | 0.09% | 248 |
|
|
2015
Q2 | $5.64M | Buy |
44,060
+2,167
| +5% | +$294K | 0.07% | 323 |
|
|
2015
Q1 | $5.6M | Buy |
41,893
+21,142
| +102% | +$3.03M | 0.07% | 312 |
|
|
2014
Q4 | $2.77M | Sell |
20,751
-6,524
| -24% | -$847K | 0.04% | 386 |
|
|
2014
Q3 | $3.23M | Buy |
27,275
+12,116
| +80% | +$1.49M | 0.06% | 323 |
|
|
2014
Q2 | $1.83M | Buy |
15,159
+5,494
| +57% | +$649K | 0.03% | 432 |
|
|
2014
Q1 | $1.11M | Buy |
9,665
+3,923
| +68% | +$429K | 0.02% | 462 |
|
|
2013
Q4 | $582K | Buy |
+5,742
| New | +$598K | 0.02% | 410 |
|
Other funds holding FRT
VPM
VCM
RC
