LGT Financial Advisors’s Essential Properties Realty Trust EPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-313
| Closed | -$9.79K | – | 436 |
|
|
2024
Q4 | $9.79K | Hold |
313
| – | – | 0.02% | 438 |
|
|
2024
Q3 | $10.7K | Hold |
313
| – | – | 0.03% | 406 |
|
|
2024
Q2 | $8.67K | Hold |
313
| – | – | 0.02% | 505 |
|
|
2024
Q1 | $8.35K | Hold |
313
| – | – | 0.01% | 526 |
|
|
2023
Q4 | $8K | Hold |
313
| – | – | 0.01% | 530 |
|
|
2023
Q3 | $6.77K | Buy |
+313
| New | +$6.77K | 0.01% | 557 |
|