LPL Financial’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 | $1.01M | Buy |
31,725
+2,920
| +10% | +$93.2K | ﹤0.01% | 3711 |
|
|
2025
Q1 | $940K | Buy |
28,805
+2,402
| +9% | +$78.4K | ﹤0.01% | 3572 |
|
|
2024
Q4 | $826K | Buy |
26,403
+3,271
| +14% | +$102K | ﹤0.01% | 3622 |
|
|
2024
Q3 | $790K | Buy |
23,132
+1,644
| +8% | +$56.1K | ﹤0.01% | 3561 |
|
|
2024
Q2 | $595K | Buy |
21,488
+3,971
| +23% | +$110K | ﹤0.01% | 3664 |
|
|
2024
Q1 | $467K | Buy |
17,517
+3,157
| +22% | +$84.2K | ﹤0.01% | 3794 |
|
|
2023
Q4 | $367K | Sell |
14,360
-543
| -4% | -$13.9K | ﹤0.01% | 3870 |
|
|
2023
Q3 | $322K | Buy |
14,903
+3,417
| +30% | +$73.9K | ﹤0.01% | 3807 |
|
|
2023
Q2 | $270K | Buy |
+11,486
| New | +$270K | ﹤0.01% | 3888 |
|