United Capital Financial Advisors’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
6,345
-507
| -7% | -$36.1K | ﹤0.01% | 801 |
|
|
2025
Q1 | $505K | Buy |
6,852
+396
| +6% | +$29.2K | ﹤0.01% | 736 |
|
|
2024
Q4 | $477K | Buy |
+6,456
| New | +$477K | ﹤0.01% | 737 |
|
|
2024
Q2 | – | Sell |
-3,587
| Closed | -$217K | – | 1090 |
|
|
2024
Q1 | $217K | Sell |
3,587
-825
| -19% | -$50K | ﹤0.01% | 989 |
|
|
2023
Q4 | $296K | Buy |
+4,412
| New | +$296K | ﹤0.01% | 876 |
|
|
2020
Q1 | – | Sell |
-11,333
| Closed | -$715K | – | 1320 |
|
|
2019
Q4 | $715K | Sell |
11,333
-622
| -5% | -$39.2K | ﹤0.01% | 882 |
|
|
2019
Q3 | $831K | Buy |
11,955
+232
| +2% | +$16.1K | 0.01% | 797 |
|
|
2019
Q2 | $782K | Sell |
11,723
-1,052
| -8% | -$70.2K | 0.01% | 885 |
|
|
2019
Q1 | $862K | Sell |
12,775
-326
| -2% | -$22K | 0.01% | 808 |
|
|
2018
Q4 | $766K | Sell |
13,101
-33,626
| -72% | -$1.97M | 0.01% | 784 |
|
|
2018
Q3 | $3.02M | Sell |
46,727
-1,182
| -2% | -$76.4K | 0.02% | 525 |
|
|
2018
Q2 | $2.97M | Sell |
47,909
-5,735
| -11% | -$356K | 0.02% | 509 |
|
|
2018
Q1 | $3.16M | Sell |
53,644
-31,764
| -37% | -$1.87M | 0.02% | 486 |
|
|
2017
Q4 | $5.91M | Sell |
85,408
-1,014
| -1% | -$70.2K | 0.05% | 381 |
|
|
2017
Q3 | $5.36M | Sell |
86,422
-4,959
| -5% | -$308K | 0.05% | 381 |
|
|
2017
Q2 | $5.72M | Buy |
91,381
+4,471
| +5% | +$280K | 0.05% | 360 |
|
|
2017
Q1 | $5.77M | Buy |
86,910
+7,807
| +10% | +$518K | 0.05% | 347 |
|
|
2016
Q4 | $5.45M | Buy |
79,103
+67,367
| +574% | +$4.64M | 0.05% | 355 |
|
|
2016
Q3 | $909K | Buy |
11,736
+2,625
| +29% | +$203K | 0.01% | 795 |
|
|
2016
Q2 | $765K | Buy |
9,111
+3,203
| +54% | +$269K | 0.01% | 810 |
|
|
2016
Q1 | $442K | Buy |
+5,908
| New | +$442K | ﹤0.01% | 911 |
|