Xcel Wealth Management’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	$2.65M	Sell	24,951 -6,604	-21%	-$690K	0.74%	36
2025 Q4	$3.18M	Sell	31,555 -4,528	-13%	-$446K	0.81%	30
2025 Q3	$3.66M	Sell	36,083 -320	-0.9%	-$30.9K	0.95%	29
2025 Q2	$3.46M	Sell	36,403 -267	-0.7%	-$25.2K	0.98%	30
2025 Q1	$3.59M	Sell	36,670 -565	-2%	-$58.7K	1.12%	27
2024 Q4	$4.17M	Buy	37,235 +8	+0%	+$904	1.16%	25
2024 Q3	$4.28M	Sell	37,227 -2,860	-7%	-$319K	1.25%	22
2024 Q2	$4.05M	Sell	40,087 -103	-0.3%	-$10.4K	1.27%	25
2024 Q1	$4.1M	Sell	40,190 -575	-1%	-$58.1K	1.28%	21
2023 Q4	$4.2M	Sell	40,765 -247	-0.6%	-$23.3K	1.47%	20
2023 Q3	$3.72M	Sell	41,012 -1,075	-3%	-$106K	1.47%	20
2023 Q2	$4.07M	Buy	42,087 +1,610	+4%	+$151K	1.29%	21
2023 Q1	$4M	Buy	40,477 +2,605	+7%	+$272K	1.41%	20
2022 Q4	$3.83M	Buy	37,872 +2,650	+8%	+$268K	1.51%	20
2022 Q3	$3.17M	Buy	+35,222	New	+$3.58M	1.18%	27
2022 Q2	–	Sell	-1,650	Closed	-$201K	–	131
2022 Q1	$201K	Hold	1,650	–	–	0.06%	136
2021 Q4	$225K	Buy	+1,650	New	+$209K	0.06%	138