Carson Wealth (CWM LLC)’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 | $256K | Sell |
1,531
-39
| -2% | -$6.52K | ﹤0.01% | 1967 |
|
|
2025
Q1 | $277K | Buy |
1,570
+8
| +0.5% | +$1.41K | ﹤0.01% | 1717 |
|
|
2024
Q4 | $251K | Sell |
1,562
-208
| -12% | -$33.4K | ﹤0.01% | 1692 |
|
|
2024
Q3 | $331K | Buy |
1,770
+369
| +26% | +$69K | ﹤0.01% | 1487 |
|
|
2024
Q2 | $238K | Buy |
1,401
+33
| +2% | +$5.61K | ﹤0.01% | 1498 |
|
|
2024
Q1 | $246K | Buy |
1,368
+3
| +0.2% | +$539 | ﹤0.01% | 1416 |
|
|
2023
Q4 | $251K | Sell |
1,365
-31
| -2% | -$5.7K | ﹤0.01% | 1314 |
|
|
2023
Q3 | $232K | Buy |
1,396
+71
| +5% | +$11.8K | ﹤0.01% | 1250 |
|
|
2023
Q2 | $230K | Buy |
1,325
+14
| +1% | +$2.43K | ﹤0.01% | 1198 |
|
|
2023
Q1 | $217K | Sell |
1,311
-17
| -1% | -$2.81K | ﹤0.01% | 1164 |
|
|
2022
Q4 | $197K | Sell |
1,328
-15
| -1% | -$2.23K | ﹤0.01% | 1105 |
|
|
2022
Q3 | $194K | Buy |
1,343
+2
| +0.1% | +$289 | ﹤0.01% | 1067 |
|
|
2022
Q2 | $207K | Buy |
1,341
+5
| +0.4% | +$772 | ﹤0.01% | 1034 |
|
|
2022
Q1 | $271K | Buy |
1,336
+48
| +4% | +$9.74K | ﹤0.01% | 921 |
|
|
2021
Q4 | $293K | Buy |
+1,288
| New | +$293K | ﹤0.01% | 879 |
|
|
2021
Q2 | $208K | Hold |
1,263
| – | – | ﹤0.01% | 890 |
|
|
2021
Q1 | $208K | Hold |
1,263
| – | – | ﹤0.01% | 890 |
|
|
2020
Q4 | $208K | Hold |
1,263
| – | – | ﹤0.01% | 890 |
|
|
2020
Q3 | $208K | Hold |
1,263
| – | – | ﹤0.01% | 890 |
|
|
2020
Q2 | $208K | Hold |
1,263
| – | – | ﹤0.01% | 890 |
|
|
2020
Q1 | $208K | Hold |
1,263
| – | – | ﹤0.01% | 890 |
|
|
2019
Q4 | $208K | Hold |
1,263
| – | – | ﹤0.01% | 890 |
|
|
2019
Q3 | $208K | Hold |
1,263
| – | – | ﹤0.01% | 890 |
|
|
2019
Q2 | $208K | Hold |
1,263
| – | – | ﹤0.01% | 890 |
|
|
2019
Q1 | $208K | Buy |
1,263
+1,259
| +31,475% | +$207K | ﹤0.01% | 890 |
|
|
2018
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2116 |
|