Marshall Financial Group (Maryland)’s Equity Lifestyle Properties ELS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$926K	Buy	14,835 +222	+2%	+$14.4K	0.15%	128
2025 Q4	$886K	Sell	14,613 -363	-2%	-$22.4K	0.17%	131
2025 Q3	$909K	Buy	14,976 +1,068	+8%	+$64.8K	0.18%	138
2025 Q2	$863K	Buy	+13,908	New	+$887K	0.17%	145
2024 Q4	–	Sell	-15,550	Closed	-$1.11M	–	221
2024 Q3	$1.11M	Buy	15,550 +58	+0.4%	+$4.07K	0.27%	100
2024 Q2	$1.01M	Buy	15,492 +1,189	+8%	+$74.6K	0.28%	94
2024 Q1	$921K	Buy	14,303 +1,340	+10%	+$89.9K	0.26%	104
2023 Q4	$914K	Buy	12,963 +756	+6%	+$51.5K	0.29%	91
2023 Q3	$778K	Buy	12,207 +64	+0.5%	+$4.32K	0.28%	92
2023 Q2	$812K	Buy	12,143 +453	+4%	+$30.2K	0.28%	94
2023 Q1	$785K	Sell	11,690 -1,974	-14%	-$134K	0.28%	94
2022 Q4	$883K	Buy	+13,664	New	+$866K	0.34%	106