Soltis Investment Advisors’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
21,946
-974
| -4% | -$60.1K | 0.11% | 156 |
|
|
2025
Q1 | $1.53M | Sell |
22,920
-11,008
| -32% | -$734K | 0.14% | 147 |
|
|
2024
Q4 | $2.26M | Sell |
33,928
-19
| -0.1% | -$1.27K | 0.21% | 117 |
|
|
2024
Q3 | $2.42M | Buy |
33,947
+69
| +0.2% | +$4.92K | 0.24% | 109 |
|
|
2024
Q2 | $2.21M | Sell |
33,878
-54
| -0.2% | -$3.52K | 0.23% | 110 |
|
|
2024
Q1 | $2.19M | Buy |
33,932
+3,081
| +10% | +$198K | 0.24% | 112 |
|
|
2023
Q4 | $2.18M | Buy |
30,851
+120
| +0.4% | +$8.47K | 0.25% | 105 |
|
|
2023
Q3 | $1.96M | Buy |
30,731
+43
| +0.1% | +$2.74K | 0.25% | 104 |
|
|
2023
Q2 | $2.05M | Buy |
30,688
+11
| +0% | +$736 | 0.24% | 104 |
|
|
2023
Q1 | $2.06M | Buy |
30,677
+3,093
| +11% | +$208K | 0.26% | 106 |
|
|
2022
Q4 | $1.78M | Hold |
27,584
| – | – | 0.23% | 107 |
|
|
2022
Q3 | $1.73M | Hold |
27,584
| – | – | 0.26% | 94 |
|
|
2022
Q2 | $1.94M | Hold |
27,584
| – | – | 0.28% | 89 |
|
|
2022
Q1 | $2.11M | Buy |
27,584
+3,175
| +13% | +$243K | 0.29% | 77 |
|
|
2021
Q4 | $2.14M | Hold |
24,409
| – | – | 0.3% | 75 |
|
|
2021
Q3 | $1.91M | Hold |
24,409
| – | – | 0.3% | 70 |
|
|
2021
Q2 | $1.81M | Hold |
24,409
| – | – | 0.29% | 74 |
|
|
2021
Q1 | $1.55M | Buy |
24,409
+4,017
| +20% | +$256K | 0.28% | 71 |
|
|
2020
Q4 | $1.29M | Hold |
20,392
| – | – | 0.24% | 76 |
|
|
2020
Q3 | $1.25M | Buy |
+20,392
| New | +$1.25M | 0.29% | 72 |
|