Phillips Wealth Planners’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 | $224K | Buy |
1,329
+7
| +0.5% | +$1.18K | 0.2% | 170 |
|
|
2025
Q1 | $205K | Hold |
1,322
| – | – | 0.22% | 167 |
|
|
2024
Q4 | $206K | Sell |
1,322
-8
| -0.6% | -$1.25K | 0.21% | 171 |
|
|
2024
Q3 | $246K | Buy |
1,330
+8
| +0.6% | +$1.48K | 0.24% | 157 |
|
|
2024
Q2 | $233K | Sell |
1,322
-179
| -12% | -$31.6K | 0.25% | 155 |
|
|
2024
Q1 | $250K | Sell |
1,501
-71
| -5% | -$11.8K | 0.29% | 138 |
|
|
2023
Q4 | $278K | Sell |
1,572
-48
| -3% | -$8.49K | 0.33% | 109 |
|
|
2023
Q3 | $257K | Sell |
1,620
-7
| -0.4% | -$1.11K | 0.35% | 112 |
|
|
2023
Q2 | $282K | Buy |
1,627
+20
| +1% | +$3.47K | 0.37% | 98 |
|
|
2023
Q1 | $262K | Sell |
1,607
-1
| -0.1% | -$163 | 0.35% | 109 |
|
|
2022
Q4 | $272K | Buy |
+1,608
| New | +$272K | 0.47% | 80 |
|