RAFFA WEALTH MANAGEMENT, LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9
| Closed | -$1.03K | – | 1123 |
|
|
2024
Q3 | $1.03K | Hold |
9
| – | – | ﹤0.01% | 834 |
|
|
2024
Q2 | $909 | Hold |
9
| – | – | ﹤0.01% | 927 |
|
|
2024
Q1 | $919 | Hold |
9
| – | – | ﹤0.01% | 914 |
|
|
2023
Q4 | $927 | Hold |
9
| – | – | ﹤0.01% | 842 |
|
|
2023
Q3 | $816 | Hold |
9
| – | – | ﹤0.01% | 842 |
|
|
2023
Q2 | $871 | Hold |
9
| – | – | ﹤0.01% | 836 |
|
|
2023
Q1 | $889 | Hold |
9
| – | – | ﹤0.01% | 824 |
|
|
2022
Q4 | $909 | Hold |
9
| – | – | ﹤0.01% | 805 |
|
|
2022
Q3 | $811 | Hold |
9
| – | – | ﹤0.01% | 868 |
|
|
2022
Q2 | $862 | Hold |
9
| – | – | ﹤0.01% | 861 |
|
|
2022
Q1 | $1.1K | Sell |
9
-9
| -50% | -$1.11K | ﹤0.01% | 832 |
|
|
2021
Q4 | $2.45K | Buy |
18
+9
| +100% | +$1.14K | ﹤0.01% | 601 |
|
|
2021
Q3 | $1.06K | Hold |
9
| – | – | ﹤0.01% | 802 |
|
|
2021
Q2 | $1.05K | Hold |
9
| – | – | ﹤0.01% | 813 |
|
|
2021
Q1 | $913 | Hold |
9
| – | – | ﹤0.01% | 859 |
|
|
2020
Q4 | $766 | Hold |
9
| – | – | ﹤0.01% | 795 |
|
|
2020
Q3 | $661 | Hold |
9
| – | – | ﹤0.01% | 762 |
|
|
2020
Q2 | $767 | Hold |
9
| – | – | ﹤0.01% | 728 |
|
|
2020
Q1 | $671 | Hold |
9
| – | – | ﹤0.01% | 686 |
|
|
2019
Q4 | $1.16K | Hold |
9
| – | – | ﹤0.01% | 567 |
|
|
2019
Q3 | $1.23K | Buy |
+9
| New | +$1.19K | ﹤0.01% | 520 |
|
|
2019
Q2 | – | Sell |
-9
| Closed | -$1.24K | – | 977 |
|
|
2019
Q1 | $1.24K | Hold |
9
| – | – | ﹤0.01% | 483 |
|
|
2018
Q4 | $1.06K | Hold |
9
| – | – | ﹤0.01% | 501 |
|
|
2018
Q3 | $1.14K | Hold |
9
| – | – | ﹤0.01% | 549 |
|
|
2018
Q2 | $1.14K | Hold |
9
| – | – | ﹤0.01% | 518 |
|
|
2018
Q1 | $1.04K | Buy |
+9
| New | +$1.06K | ﹤0.01% | 527 |
|
|
2017
Q1 | – | Sell |
-5
| Closed | -$711 | – | 547 |
|
|
2016
Q4 | $711 | Hold |
5
| – | – | ﹤0.01% | 570 |
|
|
2016
Q3 | $770 | Hold |
5
| – | – | ﹤0.01% | 509 |
|
|
2016
Q2 | $828 | Hold |
5
| – | – | ﹤0.01% | 457 |
|
|
2016
Q1 | $780 | Hold |
5
| – | – | ﹤0.01% | 484 |
|
|
2015
Q4 | $731 | Hold |
5
| – | – | ﹤0.01% | 499 |
|
|
2015
Q3 | $682 | Hold |
5
| – | – | ﹤0.01% | 521 |
|
|
2015
Q2 | $640 | Hold |
5
| – | – | ﹤0.01% | 576 |
|
|
2015
Q1 | $736 | Hold |
5
| – | – | ﹤0.01% | 500 |
|
|
2014
Q4 | $667 | Hold |
5
| – | – | ﹤0.01% | 517 |
|
|
2014
Q3 | $592 | Buy |
+5
| New | +$613 | ﹤0.01% | 531 |
|
|
2014
Q1 | – | Sell |
-5
| Closed | -$667 | – | 442 |
|
|
2013
Q4 | $667 | Buy |
+5
| New | +$521 | ﹤0.01% | 517 |
|
Other funds holding FRT
RC
RAFFA WEALTH MANAGEMENT, LLC's FRT Position: Q4 2024 in Review
RAFFA WEALTH MANAGEMENT, LLC sold out of Federal Realty Investment Trust (FRT) in Q4 2024, closing a stake of 9 shares — an estimated $1.03K sold.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in FRT in Q4 2013 and held it in 37 quarters. The position peaked at $2.45K in Q4 2021. 490 funds tracked by Wall St. Rank hold FRT as of Q4 2024.
- RAFFA WEALTH MANAGEMENT, LLC reported no remaining Federal Realty Investment Trust position as of Q4 2024 after selling out during the quarter.
- RAFFA WEALTH MANAGEMENT, LLC sold 9 Federal Realty Investment Trust shares in Q4 2024, an estimated $1.03K.
- RAFFA WEALTH MANAGEMENT, LLC first reported a position in Federal Realty Investment Trust in Q4 2013 and held it in 37 quarters.
- RAFFA WEALTH MANAGEMENT, LLC's Federal Realty Investment Trust position peaked at $2.45K in Q4 2021.
- 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2024.
Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2024, filed 27 Jul 2026.