Kovitz Investment Group Partners’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 | $221K | Sell |
1,324
-37
| -3% | -$6.18K | ﹤0.01% | 1240 |
|
|
2025
Q1 | $240K | Sell |
1,361
-269
| -17% | -$47.4K | ﹤0.01% | 1112 |
|
|
2024
Q4 | $262K | Sell |
1,630
-224
| -12% | -$36K | ﹤0.01% | 1077 |
|
|
2024
Q3 | $346K | Sell |
1,854
-620
| -25% | -$116K | ﹤0.01% | 834 |
|
|
2024
Q2 | $421K | Sell |
2,474
-684
| -22% | -$116K | ﹤0.01% | 675 |
|
|
2024
Q1 | $568K | Buy |
3,158
+158
| +5% | +$28.4K | 0.01% | 485 |
|
|
2023
Q4 | $551K | Sell |
3,000
-500
| -14% | -$91.8K | 0.01% | 322 |
|
|
2023
Q3 | $583K | Sell |
3,500
-400
| -10% | -$66.6K | 0.01% | 315 |
|
|
2023
Q2 | $677K | Buy |
+3,900
| New | +$677K | 0.01% | 316 |
|
|
2021
Q4 | – | Sell |
-4,000
| Closed | -$667K | – | 411 |
|
|
2021
Q3 | $667K | Sell |
4,000
-800
| -17% | -$133K | 0.01% | 328 |
|
|
2021
Q2 | $789K | Buy |
+4,800
| New | +$789K | 0.02% | 320 |
|