Richardson Financial Services’s Essential Properties Realty Trust EPRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17.5K Sell
577
-7
-1% -$222 0.01% 426
2025
Q4
$17.3K Buy
+584
New +$17.8K 0.01% 420
2025
Q3
Sell
-243
Closed -$7.77K 540
2025
Q2
$7.77K Hold
243
0.01% 442
2025
Q1
$7.93K Sell
243
-3
-1% -$95 0.01% 416
2024
Q4
$7.68K Sell
246
-6
-2% -$197 0.01% 433
2024
Q3
$6.98K Hold
252
﹤0.01% 437
2024
Q2
$6.98K Hold
252
0.01% 423
2024
Q1
$6.72K Sell
252
-5
-2% -$125 ﹤0.01% 447
2023
Q4
$6.57K Buy
+257
New +$5.96K 0.01% 348

Other funds holding EPRT