AE Wealth Management’s EastGroup Properties EGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Sell |
127,374
-2,250
| -2% | -$376K | 0.16% | 150 |
|
|
2025
Q1 | $22.8M | Buy |
129,624
+17,147
| +15% | +$3.02M | 0.19% | 122 |
|
|
2024
Q4 | $18.1M | Buy |
112,477
+23,892
| +27% | +$3.83M | 0.15% | 157 |
|
|
2024
Q3 | $16.5M | Buy |
88,585
+15,734
| +22% | +$2.94M | 0.15% | 155 |
|
|
2024
Q2 | $12.4M | Buy |
72,851
+24,802
| +52% | +$4.22M | 0.12% | 196 |
|
|
2024
Q1 | $8.64M | Buy |
48,049
+7,260
| +18% | +$1.31M | 0.1% | 232 |
|
|
2023
Q4 | $7.3M | Buy |
40,789
+19,432
| +91% | +$3.48M | 0.04% | 482 |
|
|
2023
Q3 | $3.56M | Buy |
21,357
+7,951
| +59% | +$1.32M | 0.02% | 648 |
|
|
2023
Q2 | $2.33M | Buy |
13,406
+3,455
| +35% | +$600K | 0.01% | 801 |
|
|
2023
Q1 | $1.65M | Buy |
9,951
+488
| +5% | +$80.7K | 0.01% | 862 |
|
|
2022
Q4 | $1.4M | Buy |
9,463
+982
| +12% | +$145K | 0.01% | 863 |
|
|
2022
Q3 | $1.22M | Buy |
+8,481
| New | +$1.22M | 0.01% | 871 |
|
|
2020
Q4 | – | Sell |
-2,537
| Closed | -$328K | – | 1357 |
|
|
2020
Q3 | $328K | Buy |
2,537
+680
| +37% | +$87.9K | ﹤0.01% | 1009 |
|
|
2020
Q2 | $220K | Sell |
1,857
-941
| -34% | -$111K | ﹤0.01% | 1122 |
|
|
2020
Q1 | $292K | Buy |
2,798
+7
| +0.3% | +$731 | 0.01% | 882 |
|
|
2019
Q4 | $370K | Sell |
2,791
-186
| -6% | -$24.7K | 0.01% | 827 |
|
|
2019
Q3 | $372K | Hold |
2,977
| – | – | 0.01% | 700 |
|
|
2019
Q2 | $345K | Buy |
2,977
+408
| +16% | +$47.3K | 0.01% | 700 |
|
|
2019
Q1 | $287K | Buy |
2,569
+52
| +2% | +$5.81K | 0.02% | 478 |
|
|
2018
Q4 | $231K | Hold |
2,517
| – | – | 0.04% | 407 |
|
|
2018
Q3 | $241K | Buy |
2,517
+7
| +0.3% | +$670 | 0.01% | 511 |
|
|
2018
Q2 | $240K | Sell |
2,510
-225
| -8% | -$21.5K | 0.02% | 382 |
|
|
2018
Q1 | $226K | Sell |
2,735
-2
| -0.1% | -$165 | 0.02% | 381 |
|
|
2017
Q4 | $242K | Buy |
2,737
+19
| +0.7% | +$1.68K | 0.02% | 362 |
|
|
2017
Q3 | $239K | Buy |
+2,718
| New | +$239K | 0.02% | 349 |
|