Mount Yale Investment Advisors’s EastGroup Properties EGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
1,632
+29
| +2% | +$4.85K | 0.02% | 485 |
|
|
2025
Q1 | $282K | Sell |
1,603
-2
| -0.1% | -$352 | 0.02% | 450 |
|
|
2024
Q4 | $258K | Buy |
1,605
+6
| +0.4% | +$963 | 0.02% | 481 |
|
|
2024
Q3 | $299K | Sell |
1,599
-13
| -0.8% | -$2.43K | 0.03% | 439 |
|
|
2024
Q2 | $274K | Sell |
1,612
-9
| -0.6% | -$1.53K | 0.02% | 454 |
|
|
2024
Q1 | $291K | Sell |
1,621
-35
| -2% | -$6.29K | 0.02% | 456 |
|
|
2023
Q4 | $304K | Buy |
1,656
+179
| +12% | +$32.8K | 0.03% | 408 |
|
|
2023
Q3 | $246K | Sell |
1,477
-38
| -3% | -$6.33K | 0.03% | 432 |
|
|
2023
Q2 | $263K | Sell |
1,515
-106
| -7% | -$18.4K | 0.03% | 417 |
|
|
2023
Q1 | $268K | Buy |
1,621
+65
| +4% | +$10.7K | 0.03% | 407 |
|
|
2022
Q4 | $230K | Buy |
1,556
+82
| +6% | +$12.1K | 0.03% | 410 |
|
|
2022
Q3 | $213K | Sell |
1,474
-17
| -1% | -$2.46K | 0.03% | 408 |
|
|
2022
Q2 | $230K | Buy |
1,491
+147
| +11% | +$22.7K | 0.03% | 416 |
|
|
2022
Q1 | $273K | Sell |
1,344
-8
| -0.6% | -$1.63K | 0.03% | 387 |
|
|
2021
Q4 | $308K | Sell |
1,352
-24
| -2% | -$5.47K | 0.03% | 363 |
|
|
2021
Q3 | $229K | Buy |
+1,376
| New | +$229K | 0.03% | 416 |
|