Venturi Wealth Management’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-855
| Closed | -$63.2K | – | 1532 |
|
|
2024
Q4 | $63.2K | Buy |
855
+836
| +4,400% | +$61.8K | ﹤0.01% | 953 |
|
|
2024
Q3 | $1.37K | Hold |
19
| – | – | ﹤0.01% | 1728 |
|
|
2024
Q2 | $1.18K | Sell |
19
-24
| -56% | -$1.49K | ﹤0.01% | 1449 |
|
|
2024
Q1 | $2.61K | Sell |
43
-83
| -66% | -$5.03K | ﹤0.01% | 1217 |
|
|
2023
Q4 | $8.44K | Buy |
126
+43
| +52% | +$2.88K | ﹤0.01% | 907 |
|
|
2023
Q3 | $4.93K | Buy |
83
+78
| +1,560% | +$4.64K | ﹤0.01% | 987 |
|
|
2023
Q2 | $309 | Buy |
+5
| New | +$309 | ﹤0.01% | 1106 |
|