Prime Capital Investment Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Sell |
19,466
-201
| -1% | -$11.7K | 0.02% | 442 |
|
2025
Q1 | $1.03M | Buy |
19,667
+451
| +2% | +$23.7K | 0.01% | 493 |
|
2024
Q4 | $851K | Buy |
19,216
+90
| +0.5% | +$3.99K | 0.01% | 457 |
|
2024
Q3 | $938K | Sell |
19,126
-864
| -4% | -$42.4K | 0.01% | 453 |
|
2024
Q2 | $839K | Sell |
19,990
-47
| -0.2% | -$1.97K | 0.01% | 466 |
|
2024
Q1 | $851K | Buy |
20,037
+563
| +3% | +$23.9K | 0.01% | 492 |
|
2023
Q4 | $944K | Buy |
19,474
+297
| +2% | +$14.4K | 0.01% | 441 |
|
2023
Q3 | $797K | Buy |
19,177
+13
| +0.1% | +$540 | 0.02% | 381 |
|
2023
Q2 | $897K | Buy |
19,164
+1,158
| +6% | +$54.2K | 0.02% | 381 |
|
2023
Q1 | $686K | Buy |
18,006
+3,942
| +28% | +$150K | 0.03% | 299 |
|
2022
Q4 | $530K | Sell |
14,064
-756
| -5% | -$28.5K | 0.02% | 326 |
|
2022
Q3 | $531K | Hold |
14,820
| – | – | 0.03% | 230 |
|
2022
Q2 | $696K | Buy |
14,820
+7,993
| +117% | +$375K | 0.04% | 202 |
|
2022
Q1 | $324K | Hold |
6,827
| – | – | 0.02% | 288 |
|
2021
Q4 | $324K | Hold |
6,827
| – | – | 0.02% | 288 |
|
2021
Q3 | $337K | Sell |
6,827
-1,455
| -18% | -$71.8K | 0.02% | 245 |
|
2021
Q2 | $436K | Buy |
+8,282
| New | +$436K | 0.03% | 257 |
|
2021
Q1 | – | Sell |
-5,723
| Closed | -$186K | – | 473 |
|
2020
Q4 | $186K | Hold |
5,723
| – | – | 0.01% | 243 |
|
2020
Q3 | $157K | Buy |
5,723
+3,293
| +136% | +$90.3K | 0.01% | 253 |
|
2020
Q2 | $81K | Sell |
2,430
-2,665
| -52% | -$88.8K | 0.01% | 289 |
|
2020
Q1 | $123K | Buy |
5,095
+2,898
| +132% | +$70K | 0.01% | 224 |
|
2019
Q4 | $155K | Hold |
2,197
| – | – | 0.02% | 209 |
|
2019
Q3 | $169K | Buy |
2,197
+232
| +12% | +$17.8K | 0.03% | 208 |
|
2019
Q2 | $147K | Hold |
1,965
| – | – | 0.03% | 181 |
|
2019
Q1 | $151K | Buy |
+1,965
| New | +$151K | 0.04% | 141 |
|
2018
Q4 | – | Sell |
-965
| Closed | -$66K | – | 371 |
|
2018
Q3 | $66K | Sell |
965
-1,764
| -65% | -$121K | 0.02% | 187 |
|
2018
Q2 | $177K | Buy |
2,729
+2,069
| +313% | +$134K | 0.07% | 126 |
|
2018
Q1 | $37K | Hold |
660
| – | – | 0.03% | 173 |
|
2017
Q4 | $43K | Buy |
+660
| New | +$43K | 0.03% | 165 |
|