Parkside Financial Bank & Trust’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
15,195
-631
-4% -$11K 0.03% 365
2025
Q1
$320K Buy
15,826
+2,084
+15% +$42.1K 0.04% 293
2024
Q4
$279K Buy
13,742
+454
+3% +$9.2K 0.04% 308
2024
Q3
$304K Sell
13,288
-166
-1% -$3.8K 0.04% 280
2024
Q2
$264K Buy
13,454
+363
+3% +$7.12K 0.04% 292
2024
Q1
$245K Buy
13,091
+888
+7% +$16.7K 0.04% 308
2023
Q4
$242K Buy
12,203
+3,246
+36% +$64.3K 0.04% 276
2023
Q3
$164K Sell
8,957
-181
-2% -$3.32K 0.04% 301
2023
Q2
$184K Sell
9,138
-239
-3% -$4.8K 0.04% 278
2023
Q1
$206K Sell
9,377
-342
-4% -$7.51K 0.06% 231
2022
Q4
$244K Buy
9,719
+449
+5% +$11.3K 0.07% 202
2022
Q3
$212K Buy
9,270
+1,681
+22% +$38.4K 0.07% 205
2022
Q2
$196K Buy
7,589
+299
+4% +$7.72K 0.06% 224
2022
Q1
$251K Buy
7,290
+799
+12% +$27.5K 0.07% 207
2021
Q4
$235K Sell
6,491
-1,579
-20% -$57.2K 0.06% 222
2021
Q3
$270K Buy
8,070
+18
+0.2% +$602 0.08% 169
2021
Q2
$268K Buy
8,052
+170
+2% +$5.66K 0.08% 166
2021
Q1
$251K Buy
7,882
+620
+9% +$19.7K 0.08% 170
2020
Q4
$219K Buy
7,262
+728
+11% +$22K 0.07% 184
2020
Q3
$177K Sell
6,534
-1,875
-22% -$50.8K 0.06% 199
2020
Q2
$232K Buy
8,409
+48
+0.6% +$1.32K 0.08% 179
2020
Q1
$199K Sell
8,361
-6
-0.1% -$143 0.08% 171
2019
Q4
$288K Buy
8,367
+45
+0.5% +$1.55K 0.08% 159
2019
Q3
$297K Hold
8,322
0.1% 151
2019
Q2
$266K Buy
8,322
+400
+5% +$12.8K 0.09% 159
2019
Q1
$248K Buy
7,922
+86
+1% +$2.69K 0.08% 160
2018
Q4
$219K Sell
7,836
-247
-3% -$6.9K 0.08% 156
2018
Q3
$213K Sell
8,083
-406
-5% -$10.7K 0.07% 171
2018
Q2
$220K Buy
8,489
+186
+2% +$4.82K 0.08% 165
2018
Q1
$193K Buy
8,303
+936
+13% +$21.8K 0.07% 169
2017
Q4
$193K Buy
7,367
+191
+3% +$5K 0.07% 167
2017
Q3
$200K Sell
7,176
-18
-0.3% -$502 0.08% 156
2017
Q2
$230K Buy
7,194
+54
+0.8% +$1.73K 0.09% 142
2017
Q1
$223K Sell
7,140
-85
-1% -$2.66K 0.1% 142
2016
Q4
$215K Sell
7,225
-144
-2% -$4.29K 0.09% 153
2016
Q3
$254K Buy
7,369
+110
+2% +$3.79K 0.12% 135
2016
Q2
$234K Buy
7,259
+500
+7% +$16.1K 0.11% 132
2016
Q1
$201K Buy
6,759
+157
+2% +$4.67K 0.1% 146
2015
Q4
$230K Buy
6,602
+17
+0.3% +$592 0.11% 129
2015
Q3
$223K Sell
6,585
-94
-1% -$3.18K 0.13% 120
2015
Q2
$222K Sell
6,679
-44
-0.7% -$1.46K 0.12% 155
2015
Q1
$265K Sell
6,723
-33
-0.5% -$1.3K 0.14% 136
2014
Q4
$271K Sell
6,756
-232
-3% -$9.31K 0.15% 127
2014
Q3
$252K Buy
6,988
+85
+1% +$3.07K 0.15% 138
2014
Q2
$261K Buy
+6,903
New +$261K 0.16% 133