JT Stratford LLC’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+3,519
| New | +$205K | 0.03% | 292 |
|
|
2023
Q4 | – | Sell |
-24,066
| Closed | -$1,000K | – | 249 |
|
|
2023
Q3 | $1,000K | Sell |
24,066
-1,439
| -6% | -$59.8K | 0.26% | 105 |
|
|
2023
Q2 | $1.19M | Sell |
25,505
-852
| -3% | -$39.9K | 0.32% | 86 |
|
|
2023
Q1 | $1M | Sell |
26,357
-749
| -3% | -$28.5K | 0.29% | 100 |
|
|
2022
Q4 | $1.02M | Buy |
+27,106
| New | +$1.02M | 0.33% | 81 |
|
|
2020
Q1 | – | Sell |
-8,280
| Closed | -$585K | – | 116 |
|
|
2019
Q4 | $585K | Sell |
8,280
-1,016
| -11% | -$71.8K | 0.27% | 86 |
|
|
2019
Q3 | $715K | Buy |
9,296
+3,273
| +54% | +$252K | 0.4% | 73 |
|
|
2019
Q2 | $449K | Buy |
6,023
+371
| +7% | +$27.7K | 0.25% | 86 |
|
|
2019
Q1 | $435K | Buy |
+5,652
| New | +$435K | 0.25% | 79 |
|