Forvis Mazars 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 | $568K | Sell |
3,399
-9
| -0.3% | -$1.5K | 0.01% | 264 |
|
|
2025
Q1 | $600K | Buy |
3,408
+52
| +2% | +$9.16K | 0.01% | 256 |
|
|
2024
Q4 | $539K | Hold |
3,356
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $627K | Sell |
3,356
-7
| -0.2% | -$1.31K | 0.01% | 285 |
|
|
2024
Q2 | $572K | Hold |
3,363
| – | – | 0.01% | 267 |
|
|
2024
Q1 | $605K | Sell |
3,363
-13
| -0.4% | -$2.34K | 0.02% | 261 |
|
|
2023
Q4 | $620K | Buy |
3,376
+13
| +0.4% | +$2.39K | 0.02% | 250 |
|
|
2023
Q3 | $560K | Hold |
3,363
| – | – | 0.02% | 256 |
|
|
2023
Q2 | $584K | Hold |
3,363
| – | – | 0.02% | 273 |
|
|
2023
Q1 | $556K | Hold |
3,363
| – | – | 0.02% | 255 |
|
|
2022
Q4 | $498K | Sell |
3,363
-9
| -0.3% | -$1.33K | 0.02% | 261 |
|
|
2022
Q3 | $487K | Buy |
3,372
+5
| +0.1% | +$722 | 0.02% | 256 |
|
|
2022
Q2 | $520K | Buy |
3,367
+4
| +0.1% | +$618 | 0.02% | 244 |
|
|
2022
Q1 | $684K | Hold |
3,363
| – | – | 0.03% | 166 |
|
|
2021
Q4 | $766K | Hold |
3,363
| – | – | 0.03% | 153 |
|
|
2021
Q3 | $560K | Hold |
3,363
| – | – | 0.03% | 168 |
|
|
2021
Q2 | $553K | Sell |
3,363
-6
| -0.2% | -$987 | 0.03% | 167 |
|
|
2021
Q1 | $483K | Sell |
3,369
-121
| -3% | -$17.3K | 0.02% | 175 |
|
|
2020
Q4 | $482K | Buy |
3,490
+43
| +1% | +$5.94K | 0.02% | 233 |
|
|
2020
Q3 | $446K | Buy |
3,447
+370
| +12% | +$47.9K | 0.03% | 215 |
|
|
2020
Q2 | $365K | Sell |
3,077
-10
| -0.3% | -$1.19K | 0.02% | 226 |
|
|
2020
Q1 | $323K | Sell |
3,087
-46
| -1% | -$4.81K | 0.03% | 217 |
|
|
2019
Q4 | $416K | Buy |
3,133
+103
| +3% | +$13.7K | 0.03% | 210 |
|
|
2019
Q3 | $379K | Buy |
3,030
+9
| +0.3% | +$1.13K | 0.03% | 204 |
|
|
2019
Q2 | $350K | Sell |
3,021
-57
| -2% | -$6.6K | 0.03% | 204 |
|
|
2019
Q1 | $344K | Buy |
3,078
+73
| +2% | +$8.16K | 0.03% | 199 |
|
|
2018
Q4 | $276K | Sell |
3,005
-575
| -16% | -$52.8K | 0.03% | 186 |
|
|
2018
Q3 | $342K | Hold |
3,580
| – | – | 0.03% | 182 |
|
|
2018
Q2 | $342K | Hold |
3,580
| – | – | 0.03% | 183 |
|
|
2018
Q1 | $296K | Sell |
3,580
-11
| -0.3% | -$909 | 0.03% | 195 |
|
|
2017
Q4 | $317K | Sell |
3,591
-63
| -2% | -$5.56K | 0.03% | 195 |
|
|
2017
Q3 | $322K | Hold |
3,654
| – | – | 0.04% | 177 |
|
|
2017
Q2 | $306K | Hold |
3,654
| – | – | 0.03% | 184 |
|
|
2017
Q1 | $269K | Buy |
3,654
+15
| +0.4% | +$1.1K | 0.03% | 184 |
|
|
2016
Q4 | $269K | Buy |
3,639
+34
| +0.9% | +$2.51K | 0.04% | 168 |
|
|
2016
Q3 | $265K | Buy |
3,605
+31
| +0.9% | +$2.28K | 0.04% | 161 |
|
|
2016
Q2 | $246K | Hold |
3,574
| – | – | 0.04% | 158 |
|
|
2016
Q1 | $216K | Buy |
+3,574
| New | +$216K | 0.03% | 179 |
|
|
2015
Q2 | – | Sell |
-3,500
| Closed | -$210K | – | 186 |
|
|
2015
Q1 | $210K | Hold |
3,500
| – | – | 0.03% | 178 |
|
|
2014
Q4 | $222K | Buy |
+3,500
| New | +$222K | 0.04% | 147 |
|