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Livermore
Livermore
ZHEN

Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

REG holding history

Regency Centers Corp in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

REG overviewAll 13F holders of REGFull Q3 2023 holdings

Shares (Q3 2023)
41
Value
$2.44K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of REG by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202341$2.44K<0.1%00.0%UnchangedHolders
Q2 202341$2.53K<0.1%−7−14.6%ReducedHolders
Q1 202348$2.94K<0.1%00.0%UnchangedHolders
Q4 202248$3.00K<0.1%00.0%UnchangedHolders
Q3 202248$2.58K<0.1%−16−25.0%ReducedHolders
Q2 202264$3.80K<0.1%+6+10.3%AddedHolders
Q1 202258$4.14K<0.1%+10+20.8%AddedHolders
Q4 202148$3.62K<0.1%00.0%UnchangedHolders
Q3 202148$3.23K<0.1%00.0%UnchangedHolders
Q2 202148$3.08K<0.1%00.0%UnchangedHolders
Q1 202148$2.72K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.