Lido 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
Q2 | $329K | Sell |
10,225
-1,053
| -9% | -$33.9K | ﹤0.01% | 1159 |
|
|
2025
Q1 | $371K | Sell |
11,278
-106,962
| -90% | -$3.52M | ﹤0.01% | 1049 |
|
|
2024
Q4 | $3.73M | Sell |
118,240
-133,441
| -53% | -$4.21M | 0.02% | 364 |
|
|
2024
Q3 | $6.19M | Buy |
251,681
+144,773
| +135% | +$3.56M | 0.03% | 257 |
|
|
2024
Q2 | $2.99M | Buy |
106,908
+123
| +0.1% | +$3.44K | 0.02% | 344 |
|
|
2024
Q1 | $2.88M | Hold |
106,785
| – | – | 0.02% | 340 |
|
|
2023
Q4 | $2.76M | Buy |
+106,785
| New | +$2.76M | 0.02% | 333 |
|