Raymond James Financial Services Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.23M | Sell |
24,990
-25,611
| -51% | -$1.26M | ﹤0.01% | 2022 |
|
|
2024
Q2 | $2.12M | Sell |
50,601
-5,666
| -10% | -$238K | ﹤0.01% | 1628 |
|
|
2024
Q1 | $2.39M | Buy |
56,267
+4,511
| +9% | +$191K | ﹤0.01% | 1553 |
|
|
2023
Q4 | $2.51M | Sell |
51,756
-14,299
| -22% | -$693K | ﹤0.01% | 1451 |
|
|
2023
Q3 | $2.74M | Buy |
66,055
+10,559
| +19% | +$439K | 0.01% | 1326 |
|
|
2023
Q2 | $2.6M | Buy |
55,496
+7,281
| +15% | +$341K | ﹤0.01% | 1374 |
|
|
2023
Q1 | $1.84M | Buy |
48,215
+27,942
| +138% | +$1.06M | ﹤0.01% | 1532 |
|
|
2022
Q4 | $765K | Sell |
20,273
-1,565
| -7% | -$59K | ﹤0.01% | 2015 |
|
|
2022
Q3 | $783K | Buy |
21,838
+12,597
| +136% | +$452K | ﹤0.01% | 1967 |
|
|
2022
Q2 | $434K | Sell |
9,241
-10
| -0.1% | -$470 | ﹤0.01% | 2360 |
|
|
2022
Q1 | $506K | Buy |
9,251
+356
| +4% | +$19.5K | ﹤0.01% | 2371 |
|
|
2021
Q4 | $422K | Sell |
8,895
-219
| -2% | -$10.4K | ﹤0.01% | 2481 |
|
|
2021
Q3 | $450K | Buy |
9,114
+409
| +5% | +$20.2K | ﹤0.01% | 2428 |
|
|
2021
Q2 | $459K | Buy |
8,705
+843
| +11% | +$44.5K | ﹤0.01% | 2418 |
|
|
2021
Q1 | $366K | Sell |
7,862
-183
| -2% | -$8.52K | ﹤0.01% | 2496 |
|
|
2020
Q4 | $262K | Buy |
+8,045
| New | +$262K | ﹤0.01% | 2542 |
|
|
2020
Q3 | – | Sell |
-13,191
| Closed | -$437K | – | 2860 |
|
|
2020
Q2 | $437K | Sell |
13,191
-35,623
| -73% | -$1.18M | ﹤0.01% | 1991 |
|
|
2020
Q1 | $1.18M | Buy |
48,814
+17,130
| +54% | +$415K | 0.01% | 1119 |
|
|
2019
Q4 | $2.24M | Buy |
31,684
+3,256
| +11% | +$230K | 0.01% | 1115 |
|
|
2019
Q3 | $2.19M | Sell |
28,428
-3
| -0% | -$231 | 0.01% | 1056 |
|
|
2019
Q2 | $2.12M | Sell |
28,431
-1,564
| -5% | -$117K | 0.01% | 1078 |
|
|
2019
Q1 | $2.31M | Buy |
29,995
+2,347
| +8% | +$181K | 0.01% | 989 |
|
|
2018
Q4 | $1.77M | Buy |
27,648
+2,900
| +12% | +$186K | 0.01% | 978 |
|
|
2018
Q3 | $1.69M | Buy |
24,748
+3,274
| +15% | +$224K | 0.01% | 1173 |
|
|
2018
Q2 | $1.39M | Buy |
21,474
+12,665
| +144% | +$820K | 0.01% | 1223 |
|
|
2018
Q1 | $488K | Sell |
8,809
-1,773
| -17% | -$98.2K | ﹤0.01% | 1727 |
|
|
2017
Q4 | $693K | Sell |
10,582
-1,952
| -16% | -$128K | ﹤0.01% | 1515 |
|
|
2017
Q3 | $874K | Sell |
12,534
-2,978
| -19% | -$208K | 0.01% | 1394 |
|
|
2017
Q2 | $1.12M | Buy |
15,512
+5,382
| +53% | +$387K | 0.01% | 1196 |
|
|
2017
Q1 | $746K | Buy |
10,130
+354
| +4% | +$26.1K | 0.01% | 1347 |
|
|
2016
Q4 | $702K | Sell |
9,776
-3,585
| -27% | -$257K | 0.01% | 1329 |
|
|
2016
Q3 | $1.05M | Buy |
13,361
+2,176
| +19% | +$171K | 0.01% | 1061 |
|
|
2016
Q2 | $902K | Buy |
11,185
+4
| +0% | +$323 | 0.01% | 1096 |
|
|
2016
Q1 | $745K | Buy |
+11,181
| New | +$745K | 0.01% | 1054 |
|