AE Wealth Management’s EastGroup Properties EGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$761K	Sell	4,114 -194,786	-98%	-$36.4M	﹤0.01%	926
2025 Q4	$35.4M	Buy	198,900 +46,653	+31%	+$8.29M	0.2%	108
2025 Q3	$25.8M	Buy	152,247 +24,873	+20%	+$4.13M	0.16%	136
2025 Q2	$21.3M	Sell	127,374 -2,250	-2%	-$374K	0.16%	150
2025 Q1	$22.8M	Buy	129,624 +17,147	+15%	+$2.98M	0.19%	122
2024 Q4	$18.1M	Buy	112,477 +23,892	+27%	+$4.13M	0.15%	157
2024 Q3	$16.5M	Buy	88,585 +15,734	+22%	+$2.9M	0.15%	155
2024 Q2	$12.4M	Buy	72,851 +24,802	+52%	+$4.1M	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%	+$3.32M	0.04%	482
2023 Q3	$3.56M	Buy	21,357 +7,951	+59%	+$1.41M	0.02%	648
2023 Q2	$2.33M	Buy	13,406 +3,455	+35%	+$576K	0.01%	802
2023 Q1	$1.65M	Buy	9,951 +488	+5%	+$79.4K	0.01%	864
2022 Q4	$1.4M	Buy	9,463 +982	+12%	+$148K	0.01%	864
2022 Q3	$1.22M	Buy	+8,481	New	+$1.38M	0.01%	873
2020 Q4	–	Sell	-2,537	Closed	-$328K	–	1374
2020 Q3	$328K	Buy	2,537 +680	+37%	+$87.8K	﹤0.01%	1013
2020 Q2	$220K	Sell	1,857 -941	-34%	-$104K	﹤0.01%	1126
2020 Q1	$292K	Buy	2,798 +7	+0.3%	+$884	0.01%	886
2019 Q4	$370K	Sell	2,791 -186	-6%	-$24.4K	0.01%	828
2019 Q3	$372K	Hold	2,977	–	–	0.01%	700
2019 Q2	$345K	Buy	2,977 +408	+16%	+$46.1K	0.01%	700
2019 Q1	$287K	Buy	2,569 +52	+2%	+$5.4K	0.02%	478
2018 Q4	$231K	Hold	2,517	–	–	0.04%	407
2018 Q3	$241K	Buy	2,517 +7	+0.3%	+$673	0.01%	511
2018 Q2	$240K	Sell	2,510 -225	-8%	-$20.2K	0.02%	382
2018 Q1	$226K	Sell	2,735 -2	-0.1%	-$166	0.02%	381
2017 Q4	$242K	Buy	2,737 +19	+0.7%	+$1.73K	0.02%	362
2017 Q3	$239K	Buy	+2,718	New	+$235K	0.02%	349