OWM
OneAscent Wealth Management’s EastGroup Properties EGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
1,880
+133
| +8% | +$22.2K | 0.12% | 109 |
|
|
2025
Q1 | $308K | Buy |
1,747
+104
| +6% | +$18.3K | 0.13% | 100 |
|
|
2024
Q4 | $264K | Sell |
1,643
-477
| -23% | -$76.6K | 0.11% | 130 |
|
|
2024
Q3 | $399K | Buy |
+2,120
| New | +$399K | 0.15% | 93 |
|
|
2024
Q2 | – | Sell |
-1,375
| Closed | -$247K | – | 119 |
|
|
2024
Q1 | $247K | Buy |
1,375
+49
| +4% | +$8.8K | 0.09% | 152 |
|
|
2023
Q4 | $243K | Buy |
+1,326
| New | +$243K | 0.1% | 148 |
|