EverSource Wealth Advisors’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 | $310K | Buy |
1,854
+328
| +21% | +$54.8K | 0.01% | 653 |
|
|
2025
Q1 | $269K | Buy |
1,526
+401
| +36% | +$70.6K | 0.01% | 560 |
|
|
2024
Q4 | $181K | Buy |
1,125
+366
| +48% | +$58.7K | 0.01% | 691 |
|
|
2024
Q3 | $142K | Buy |
759
+195
| +35% | +$36.4K | 0.01% | 673 |
|
|
2024
Q2 | $105K | Buy |
564
+219
| +63% | +$40.9K | 0.01% | 775 |
|
|
2024
Q1 | $53.6K | Buy |
345
+80
| +30% | +$12.4K | ﹤0.01% | 959 |
|
|
2023
Q4 | $48.6K | Buy |
265
+252
| +1,938% | +$46.3K | ﹤0.01% | 911 |
|
|
2023
Q3 | $2.17K | Hold |
13
| – | – | ﹤0.01% | 1976 |
|
|
2023
Q2 | $2.26K | Buy |
13
+3
| +30% | +$521 | ﹤0.01% | 1989 |
|
|
2023
Q1 | $1.65K | Hold |
10
| – | – | ﹤0.01% | 1992 |
|
|
2022
Q4 | $1.48K | Hold |
10
| – | – | ﹤0.01% | 1996 |
|
|
2022
Q3 | $1K | Sell |
10
-80
| -89% | -$8K | ﹤0.01% | 1809 |
|
|
2022
Q2 | $14K | Sell |
90
-60
| -40% | -$9.33K | ﹤0.01% | 926 |
|
|
2022
Q1 | $30K | Buy |
150
+25
| +20% | +$5K | 0.01% | 571 |
|
|
2021
Q4 | $28K | Buy |
+125
| New | +$28K | 0.01% | 555 |
|