Creative Planning’s Easterly Government Properties DEA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$462K	Buy	21,549 +3,472	+19%	+$79.3K	﹤0.01%	3087
2025 Q4	$383K	Sell	18,077 -5,076	-22%	-$110K	﹤0.01%	3059
2025 Q3	$531K	Buy	+23,153	New	+$526K	﹤0.01%	2657
2025 Q2	–	Sell	-8,611	Closed	-$228K	–	3712
2025 Q1	$228K	Sell	8,611 -2,400	-22%	-$66K	﹤0.01%	2962
2024 Q4	$313K	Sell	11,011 -852	-7%	-$27.1K	﹤0.01%	2630
2024 Q3	$403K	Buy	11,863 +2,247	+23%	+$75.3K	﹤0.01%	2289
2024 Q2	$297K	Buy	9,616 +768	+9%	+$22.7K	﹤0.01%	2359
2024 Q1	$255K	Sell	8,848 -2,115	-19%	-$64.2K	﹤0.01%	2383
2023 Q4	$368K	Buy	10,963 +6,318	+136%	+$187K	﹤0.01%	1937
2023 Q3	$133K	Buy	+4,645	New	+$159K	﹤0.01%	2344
2023 Q2	–	Sell	-4,485	Closed	-$154K	–	2694
2023 Q1	$154K	Buy	+4,485	New	+$168K	﹤0.01%	2182
2017 Q3	–	Sell	-96	Closed	-$5K	–	2311
2017 Q2	$5K	Sell	96 -56	-37%	-$2.86K	﹤0.01%	3975
2017 Q1	$8K	Buy	+152	New	+$7.58K	﹤0.01%	3708