Concourse Financial Group Securities’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-646
| Closed | -$30.1K | – | 2452 |
|
|
2024
Q4 | $30.1K | Buy |
646
+279
| +76% | +$13K | ﹤0.01% | 1402 |
|
|
2024
Q3 | $18.1K | Buy |
367
+354
| +2,723% | +$17.5K | ﹤0.01% | 1532 |
|
|
2024
Q2 | $549 | Sell |
13
-81
| -86% | -$3.42K | ﹤0.01% | 2192 |
|
|
2024
Q1 | $4.02K | Hold |
94
| – | – | ﹤0.01% | 1934 |
|
|
2023
Q4 | $4.58K | Hold |
94
| – | – | ﹤0.01% | 1865 |
|
|
2023
Q3 | $3.93K | Hold |
94
| – | – | ﹤0.01% | 1877 |
|
|
2023
Q2 | $4.43K | Sell |
94
-175
| -65% | -$8.24K | ﹤0.01% | 1858 |
|
|
2023
Q1 | $10.3K | Buy |
269
+78
| +41% | +$2.99K | ﹤0.01% | 1656 |
|
|
2022
Q4 | $7.26K | Hold |
191
| – | – | ﹤0.01% | 1749 |
|
|
2022
Q3 | $7K | Buy |
191
+97
| +103% | +$3.56K | ﹤0.01% | 1563 |
|
|
2022
Q2 | $4K | Hold |
94
| – | – | ﹤0.01% | 1892 |
|
|
2022
Q1 | $5K | Sell |
94
-626
| -87% | -$33.3K | ﹤0.01% | 1846 |
|
|
2021
Q4 | $34K | Hold |
720
| – | – | ﹤0.01% | 1436 |
|
|
2021
Q3 | $36K | Sell |
720
-136
| -16% | -$6.8K | ﹤0.01% | 1442 |
|
|
2021
Q2 | $45K | Buy |
856
+94
| +12% | +$4.94K | ﹤0.01% | 1353 |
|
|
2021
Q1 | $36K | Sell |
762
-395
| -34% | -$18.7K | ﹤0.01% | 1348 |
|
|
2020
Q4 | $38K | Sell |
1,157
-446
| -28% | -$14.6K | ﹤0.01% | 1231 |
|
|
2020
Q3 | $44K | Sell |
1,603
-122
| -7% | -$3.35K | ﹤0.01% | 1107 |
|
|
2020
Q2 | $57K | Buy |
1,725
+1
| +0.1% | +$33 | 0.01% | 934 |
|
|
2020
Q1 | $42K | Sell |
1,724
-3,892
| -69% | -$94.8K | ﹤0.01% | 970 |
|
|
2019
Q4 | $399K | Buy |
5,616
+5,472
| +3,800% | +$389K | 0.04% | 336 |
|
|
2019
Q3 | $11K | Sell |
144
-3,721
| -96% | -$284K | ﹤0.01% | 1116 |
|
|
2019
Q2 | $290K | Buy |
3,865
+622
| +19% | +$46.7K | 0.03% | 373 |
|
|
2019
Q1 | $250K | Buy |
3,243
+866
| +36% | +$66.8K | 0.03% | 414 |
|
|
2018
Q4 | $153K | Buy |
2,377
+2,108
| +784% | +$136K | 0.02% | 504 |
|
|
2018
Q3 | $18K | Buy |
+269
| New | +$18K | 0.01% | 887 |
|