Creative Planning’s Easterly Government Properties DEA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,611
Closed -$228K 3624
2025
Q1
$228K Sell
8,611
-2,400
-22% -$63.6K ﹤0.01% 2955
2024
Q4
$313K Sell
11,011
-852
-7% -$24.2K ﹤0.01% 2622
2024
Q3
$403K Buy
11,863
+2,247
+23% +$76.3K ﹤0.01% 2289
2024
Q2
$297K Buy
9,616
+768
+9% +$23.8K ﹤0.01% 2349
2024
Q1
$255K Sell
8,848
-2,115
-19% -$60.9K ﹤0.01% 2373
2023
Q4
$368K Buy
10,963
+6,318
+136% +$212K ﹤0.01% 1933
2023
Q3
$133K Buy
+4,645
New +$133K ﹤0.01% 2335
2023
Q2
Sell
-4,485
Closed -$154K 2574
2023
Q1
$154K Buy
+4,485
New +$154K ﹤0.01% 2173
2017
Q3
Sell
-96
Closed -$5K 2260
2017
Q2
$5K Sell
96
-56
-37% -$2.92K ﹤0.01% 3918
2017
Q1
$8K Buy
+152
New +$8K ﹤0.01% 3662