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Legacy Wealth Asset Management’s EastGroup Properties EGP Stock Holding History

Legacy Wealth Asset Management’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$547K Sell
2,701
-152
-5% -$30.4K 0.12% 248
2026
Q1 		$528K Buy
2,853
+15
+0.5% +$2.8K 0.13% 251
2025
Q4 		$506K Sell
2,838
-269
-9% -$47.8K 0.12% 256
2025
Q3 		$526K Buy
3,107
+41
+1% +$6.8K 0.13% 244
2025
Q2 		$512K Buy
3,066
+18
+0.6% +$2.99K 0.13% 244
2025
Q1 		$537K Hold
3,048
– – 0.15% 226
2024
Q4 		$489K Sell
3,048
-94
-3% -$16.2K 0.13% 244
2024
Q3 		$587K Buy
3,142
+14
+0.4% +$2.58K 0.16% 215
2024
Q2 		$532K Buy
3,128
+115
+4% +$19K 0.15% 217
2024
Q1 		$542K Buy
3,013
+36
+1% +$6.49K 0.15% 219
2023
Q4 		$546K Buy
2,977
+29
+1% +$4.95K 0.18% 201
2023
Q3 		$491K Buy
2,948
+237
+9% +$42K 0.18% 200
2023
Q2 		$471K Buy
2,711
+189
+7% +$31.5K 0.16% 214
2023
Q1 		$417K Buy
2,522
+27
+1% +$4.39K 0.15% 245
2022
Q4 		$369K Buy
2,495
+39
+2% +$5.88K 0.14% 267
2022
Q3 		$354K Sell
2,456
-12
-0.5% -$1.96K 0.15% 236
2022
Q2 		$381K Sell
2,468
-22
-0.9% -$3.86K 0.15% 203
2022
Q1 		$506K Buy
2,490
+110
+5% +$21.8K 0.18% 186
2021
Q4 		$542K Sell
2,380
-51
-2% -$10.2K 0.18% 193
2021
Q3 		$405K Sell
2,431
-34
-1% -$5.9K 0.19% 203
2021
Q2 		$405K Buy
2,465
+73
+3% +$11.6K 0.18% 209
2021
Q1 		$343K Buy
2,392
+53
+2% +$7.42K 0.16% 224
2020
Q4 		$323K Buy
+2,339
New +$323K 0.16% 225

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BHWM
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AIM
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HCP
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EWM
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FCBT
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return