Commonwealth Equity Services’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.42M | Sell |
144,511
-1,010
| -0.7% | -$58.8K | 0.01% | 1022 |
|
2025
Q1 | $7.66M | Buy |
145,521
+7,471
| +5% | +$393K | 0.01% | 1024 |
|
2024
Q4 | $6.11M | Buy |
138,050
+551
| +0.4% | +$24.4K | 0.01% | 1119 |
|
2024
Q3 | $6.74M | Sell |
137,499
-7,567
| -5% | -$371K | 0.01% | 1038 |
|
2024
Q2 | $6.09M | Buy |
145,066
+1,321
| +0.9% | +$55.5K | 0.01% | 1074 |
|
2024
Q1 | $6.1M | Buy |
143,745
+4,737
| +3% | +$201K | 0.01% | 1051 |
|
2023
Q4 | $6.74M | Buy |
139,008
+17,945
| +15% | +$869K | 0.01% | 931 |
|
2023
Q3 | $5.03M | Buy |
121,063
+7,208
| +6% | +$299K | 0.01% | 1031 |
|
2023
Q2 | $5.33M | Buy |
113,855
+6,017
| +6% | +$282K | 0.01% | 1001 |
|
2023
Q1 | $4.11K | Buy |
107,838
+6,568
| +6% | +$250 | 0.01% | 1112 |
|
2022
Q4 | $3.82M | Buy |
101,270
+5,973
| +6% | +$225K | 0.01% | 1114 |
|
2022
Q3 | $3.42M | Buy |
95,297
+2,906
| +3% | +$104K | 0.01% | 1096 |
|
2022
Q2 | $4.34M | Buy |
92,391
+7,695
| +9% | +$361K | 0.01% | 963 |
|
2022
Q1 | $4.63M | Buy |
84,696
+52,286
| +161% | +$2.86M | 0.01% | 984 |
|
2021
Q4 | $1.54M | Sell |
32,410
-13,743
| -30% | -$653K | ﹤0.01% | 1678 |
|
2021
Q3 | $2.28M | Buy |
46,153
+9,020
| +24% | +$445K | 0.01% | 1350 |
|
2021
Q2 | $1.96M | Buy |
37,133
+7,336
| +25% | +$386K | 0.01% | 1432 |
|
2021
Q1 | $1.39M | Buy |
29,797
+9,685
| +48% | +$451K | ﹤0.01% | 1568 |
|
2020
Q4 | $653K | Sell |
20,112
-1,156
| -5% | -$37.5K | ﹤0.01% | 1951 |
|
2020
Q3 | $584K | Sell |
21,268
-3,453
| -14% | -$94.8K | ﹤0.01% | 1857 |
|
2020
Q2 | $819K | Sell |
24,721
-4,174
| -14% | -$138K | ﹤0.01% | 1547 |
|
2020
Q1 | $699K | Sell |
28,895
-5,384
| -16% | -$130K | ﹤0.01% | 1478 |
|
2019
Q4 | $2.42M | Buy |
34,279
+3,642
| +12% | +$257K | 0.01% | 932 |
|
2019
Q3 | $2.35M | Buy |
30,637
+830
| +3% | +$63.8K | 0.01% | 897 |
|
2019
Q2 | $2.22M | Buy |
29,807
+950
| +3% | +$70.9K | 0.01% | 905 |
|
2019
Q1 | $2.22M | Sell |
28,857
-750
| -3% | -$57.7K | 0.01% | 879 |
|
2018
Q4 | $1.9M | Buy |
29,607
+473
| +2% | +$30.3K | 0.01% | 875 |
|
2018
Q3 | $1.99M | Sell |
29,134
-1,285
| -4% | -$87.9K | 0.01% | 923 |
|
2018
Q2 | $1.97M | Sell |
30,419
-2,333
| -7% | -$151K | 0.01% | 906 |
|
2018
Q1 | $1.81M | Sell |
32,752
-8,253
| -20% | -$457K | 0.01% | 923 |
|
2017
Q4 | $2.68M | Sell |
41,005
-3,419
| -8% | -$224K | 0.01% | 707 |
|
2017
Q3 | $3.1M | Sell |
44,424
-8,721
| -16% | -$608K | 0.02% | 604 |
|
2017
Q2 | $3.82M | Buy |
53,145
+35,765
| +206% | +$2.57M | 0.02% | 519 |
|
2017
Q1 | $1.28M | Buy |
17,380
+2,951
| +20% | +$217K | 0.01% | 993 |
|
2016
Q4 | $1.04M | Sell |
14,429
-414
| -3% | -$29.7K | 0.01% | 1017 |
|
2016
Q3 | $1.17M | Sell |
14,843
-257
| -2% | -$20.2K | 0.01% | 924 |
|
2016
Q2 | $1.22M | Buy |
15,100
+1,004
| +7% | +$81K | 0.01% | 884 |
|
2016
Q1 | $939K | Buy |
14,096
+1,406
| +11% | +$93.7K | 0.01% | 979 |
|
2015
Q4 | $742K | Buy |
12,690
+2,097
| +20% | +$123K | 0.01% | 1079 |
|
2015
Q3 | $546K | Buy |
10,593
+1,569
| +17% | +$80.9K | 0.01% | 1198 |
|
2015
Q2 | $494K | Buy |
9,024
+643
| +8% | +$35.2K | ﹤0.01% | 1337 |
|
2015
Q1 | $503K | Sell |
8,381
-74
| -0.9% | -$4.44K | 0.01% | 1311 |
|
2014
Q4 | $487K | Buy |
8,455
+1,082
| +15% | +$62.3K | 0.01% | 1301 |
|
2014
Q3 | $374K | Buy |
7,373
+2,159
| +41% | +$110K | ﹤0.01% | 1419 |
|
2014
Q2 | $291K | Buy |
5,214
+706
| +16% | +$39.4K | ﹤0.01% | 1568 |
|
2014
Q1 | $241K | Buy |
4,508
+356
| +9% | +$19K | ﹤0.01% | 1627 |
|
2013
Q4 | $204K | Buy |
+4,152
| New | +$204K | ﹤0.01% | 1684 |
|