Kestra Private Wealth Services’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 | $776K | Sell |
13,313
-397
| -3% | -$23.1K | 0.01% | 837 |
|
|
2025
Q1 | $721K | Sell |
13,710
-29
| -0.2% | -$1.53K | 0.01% | 804 |
|
|
2024
Q4 | $608K | Buy |
13,739
+249
| +2% | +$11K | 0.01% | 843 |
|
|
2024
Q3 | $665K | Buy |
13,490
+6,796
| +102% | +$335K | 0.01% | 765 |
|
|
2024
Q2 | $283K | Buy |
6,694
+27
| +0.4% | +$1.14K | 0.01% | 1070 |
|
|
2024
Q1 | $285K | Buy |
+6,667
| New | +$285K | 0.01% | 1036 |
|