Farther Finance Advisors’s Essential Properties Realty Trust EPRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.1K | Sell |
1,132
-5
| -0.4% | -$160 | ﹤0.01% | 2303 |
|
2025
Q1 | $36.9K | Sell |
1,137
-2,480
| -69% | -$80.4K | ﹤0.01% | 2059 |
|
2024
Q4 | $113K | Buy |
3,617
+2,480
| +218% | +$77.6K | ﹤0.01% | 1254 |
|
2024
Q3 | $38.8K | Buy |
1,137
+12
| +1% | +$410 | ﹤0.01% | 1778 |
|
2024
Q2 | $30.9K | Hold |
1,125
| – | – | ﹤0.01% | 1603 |
|
2024
Q1 | $29.5K | Buy |
1,125
+5
| +0.4% | +$131 | ﹤0.01% | 1373 |
|
2023
Q4 | $28.6K | Buy |
1,120
+11
| +1% | +$281 | ﹤0.01% | 1227 |
|
2023
Q3 | $24K | Hold |
1,109
| – | – | ﹤0.01% | 1037 |
|
2023
Q2 | $26.1K | Hold |
1,109
| – | – | 0.01% | 908 |
|
2023
Q1 | $27.6K | Buy |
1,109
+1,100
| +12,222% | +$27.3K | 0.01% | 800 |
|
2022
Q4 | $211 | Buy |
+9
| New | +$211 | ﹤0.01% | 2033 |
|