Cetera Trust Company’s Essential Properties Realty Trust EPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
8,975
+200
| +2% | +$6.38K | 0.17% | 117 |
|
|
2025
Q1 | $286K | Hold |
8,775
| – | – | 0.18% | 105 |
|
|
2024
Q4 | $274K | Sell |
8,775
-500
| -5% | -$15.6K | 0.18% | 104 |
|
|
2024
Q3 | $317K | Sell |
9,275
-150
| -2% | -$5.12K | 0.19% | 101 |
|
|
2024
Q2 | $261K | Hold |
9,425
| – | – | 0.16% | 110 |
|
|
2024
Q1 | $251K | Hold |
9,425
| – | – | 0.15% | 123 |
|
|
2023
Q4 | $241K | Buy |
+9,425
| New | +$241K | 0.15% | 130 |
|