Creative Planning’s EastGroup Properties EGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Sell |
4,007
-1,593
| -28% | -$266K | ﹤0.01% | 2202 |
|
|
2025
Q1 | $986K | Buy |
5,600
+1,932
| +53% | +$340K | ﹤0.01% | 1720 |
|
|
2024
Q4 | $589K | Buy |
3,668
+1,113
| +44% | +$179K | ﹤0.01% | 2070 |
|
|
2024
Q3 | $477K | Buy |
2,555
+117
| +5% | +$21.9K | ﹤0.01% | 2153 |
|
|
2024
Q2 | $415K | Sell |
2,438
-30
| -1% | -$5.1K | ﹤0.01% | 2085 |
|
|
2024
Q1 | $444K | Buy |
2,468
+154
| +7% | +$27.7K | ﹤0.01% | 1931 |
|
|
2023
Q4 | $425K | Buy |
2,314
+520
| +29% | +$95.4K | ﹤0.01% | 1816 |
|
|
2023
Q3 | $299K | Sell |
1,794
-87
| -5% | -$14.5K | ﹤0.01% | 1944 |
|
|
2023
Q2 | $327K | Sell |
1,881
-9
| -0.5% | -$1.56K | ﹤0.01% | 1836 |
|
|
2023
Q1 | $312K | Buy |
1,890
+151
| +9% | +$25K | ﹤0.01% | 1787 |
|
|
2022
Q4 | $257K | Sell |
1,739
-257
| -13% | -$38.1K | ﹤0.01% | 1821 |
|
|
2022
Q3 | $288K | Buy |
+1,996
| New | +$288K | ﹤0.01% | 1659 |
|
|
2022
Q2 | – | Sell |
-1,119
| Closed | -$227K | – | 2261 |
|
|
2022
Q1 | $227K | Buy |
1,119
+47
| +4% | +$9.53K | ﹤0.01% | 1809 |
|
|
2021
Q4 | $244K | Buy |
+1,072
| New | +$244K | ﹤0.01% | 1760 |
|
|
2017
Q3 | – | Sell |
-4,114
| Closed | -$345K | – | 2329 |
|
|
2017
Q2 | $345K | Hold |
4,114
| – | – | ﹤0.01% | 1194 |
|
|
2017
Q1 | $303K | Sell |
4,114
-25
| -0.6% | -$1.84K | ﹤0.01% | 1242 |
|
|
2016
Q4 | $306K | Hold |
4,139
| – | – | ﹤0.01% | 1166 |
|
|
2016
Q3 | $304K | Buy |
4,139
+2,839
| +218% | +$209K | ﹤0.01% | 1168 |
|
|
2016
Q2 | $90K | Hold |
1,300
| – | – | ﹤0.01% | 1726 |
|
|
2016
Q1 | $78K | Buy |
1,300
+1,000
| +333% | +$60K | ﹤0.01% | 1773 |
|
|
2015
Q4 | $17K | Buy |
300
+274
| +1,054% | +$15.5K | ﹤0.01% | 2909 |
|
|
2015
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 3993 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$18K | – | 1555 |
|
|
2015
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 2770 |
|
|
2014
Q4 | $19K | Buy |
+300
| New | +$19K | ﹤0.01% | 2653 |
|