RDA Financial Network’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $350K | Sell |
6,038
-584
| -9% | -$33.2K | 0.08% | 204 |
|
|
2026
Q1 | $331K | Sell |
6,622
-7,604
| -53% | -$418K | 0.08% | 201 |
|
|
2025
Q4 | $710K | Sell |
14,226
-45
| -0.3% | -$2.34K | 0.17% | 123 |
|
|
2025
Q3 | $828K | Buy |
14,271
+155
| +1% | +$8.71K | 0.2% | 114 |
|
|
2025
Q2 | $822K | Sell |
14,116
-243
| -2% | -$12.8K | 0.22% | 110 |
|
|
2025
Q1 | $755K | Buy |
14,359
+427
| +3% | +$20.9K | 0.23% | 107 |
|
|
2024
Q4 | $617K | Sell |
13,932
-22
| -0.2% | -$1.01K | 0.18% | 120 |
|
|
2024
Q3 | $684K | Sell |
13,954
-271
| -2% | -$12.4K | 0.21% | 110 |
|
|
2024
Q2 | $597K | Sell |
14,225
-80
| -0.6% | -$3.29K | 0.2% | 121 |
|
|
2024
Q1 | $607K | Hold |
14,305
| – | – | 0.21% | 115 |
|
|
2023
Q4 | $693K | Sell |
14,305
-77
| -0.5% | -$3.43K | 0.26% | 95 |
|
|
2023
Q3 | $597K | Sell |
14,382
-75
| -0.5% | -$3.3K | 0.26% | 95 |
|
|
2023
Q2 | $677K | Sell |
14,457
-75
| -0.5% | -$3.17K | 0.28% | 87 |
|
|
2023
Q1 | $554K | Sell |
14,532
-275
| -2% | -$11K | 0.25% | 97 |
|
|
2022
Q4 | $559K | Buy |
14,807
+591
| +4% | +$23K | 0.28% | 90 |
|
|
2022
Q3 | $510K | Sell |
14,216
-3,770
| -21% | -$178K | 0.28% | 94 |
|
|
2022
Q2 | $844K | Buy |
17,986
+140
| +0.8% | +$7.09K | 0.43% | 67 |
|
|
2022
Q1 | $976K | Sell |
17,846
-550
| -3% | -$26.6K | 0.41% | 64 |
|
|
2021
Q4 | $874K | Sell |
18,396
-378
| -2% | -$18.8K | 0.36% | 74 |
|
|
2021
Q3 | $927K | Sell |
18,774
-789
| -4% | -$40K | 0.41% | 67 |
|
|
2021
Q2 | $1.03M | Sell |
19,563
-66
| -0.3% | -$3.28K | 0.46% | 64 |
|
|
2021
Q1 | $915K | Sell |
19,629
-354
| -2% | -$14.9K | 0.39% | 71 |
|
|
2020
Q4 | $649K | Buy |
19,983
+1,377
| +7% | +$40.5K | 0.29% | 89 |
|
|
2020
Q3 | $512K | Buy |
18,606
+2,105
| +13% | +$65.8K | 0.23% | 103 |
|
|
2020
Q2 | $547K | Sell |
16,501
-42
| -0.3% | -$1.25K | 0.27% | 93 |
|
|
2020
Q1 | $401K | Sell |
16,543
-147
| -0.9% | -$8.43K | 0.24% | 99 |
|
|
2019
Q4 | $1.22M | Buy |
16,690
+578
| +4% | +$42.6K | 0.49% | 57 |
|
|
2019
Q3 | $1.2M | Buy |
16,112
+390
| +2% | +$29.7K | 0.51% | 52 |
|
|
2019
Q2 | $1.2M | Buy |
15,722
+421
| +3% | +$32.8K | 0.54% | 48 |
|
|
2019
Q1 | $1.22M | Buy |
+15,301
| New | +$1.11M | 0.57% | 43 |
|
Other funds holding EPR
WA
FFN
HWAM
PDN
QCM
1IA
YIH