Sound Income Strategies’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 | $17.7K | Sell |
304
-187
| -38% | -$10.9K | ﹤0.01% | 780 |
|
|
2025
Q1 | $25.8K | Buy |
491
+42
| +9% | +$2.21K | ﹤0.01% | 663 |
|
|
2024
Q4 | $19.9K | Hold |
449
| – | – | ﹤0.01% | 680 |
|
|
2024
Q3 | $22K | Sell |
449
-529
| -54% | -$25.9K | ﹤0.01% | 619 |
|
|
2024
Q2 | $41.1K | Buy |
978
+424
| +77% | +$17.8K | ﹤0.01% | 468 |
|
|
2024
Q1 | $23.5K | Buy |
554
+105
| +23% | +$4.46K | ﹤0.01% | 570 |
|
|
2023
Q4 | $21.8K | Hold |
449
| – | – | ﹤0.01% | 581 |
|
|
2023
Q3 | $18.7K | Hold |
449
| – | – | ﹤0.01% | 455 |
|
|
2023
Q2 | $21K | Hold |
449
| – | – | ﹤0.01% | 422 |
|
|
2023
Q1 | $17.1K | Hold |
449
| – | – | ﹤0.01% | 444 |
|
|
2022
Q4 | $16.9K | Sell |
449
-110
| -20% | -$4.15K | ﹤0.01% | 418 |
|
|
2022
Q3 | $20K | Hold |
559
| – | – | ﹤0.01% | 359 |
|
|
2022
Q2 | $26K | Hold |
559
| – | – | ﹤0.01% | 310 |
|
|
2022
Q1 | $31K | Hold |
559
| – | – | ﹤0.01% | 293 |
|
|
2021
Q4 | $27K | Hold |
559
| – | – | ﹤0.01% | 319 |
|
|
2021
Q3 | $28K | Sell |
559
-175
| -24% | -$8.77K | ﹤0.01% | 295 |
|
|
2021
Q2 | $39K | Sell |
734
-35
| -5% | -$1.86K | 0.01% | 254 |
|
|
2021
Q1 | $35.8K | Sell |
769
-211
| -22% | -$9.83K | 0.01% | 265 |
|
|
2020
Q4 | $32K | Sell |
980
-81
| -8% | -$2.65K | 0.01% | 257 |
|
|
2020
Q3 | $29K | Buy |
1,061
+36
| +4% | +$984 | 0.01% | 241 |
|
|
2020
Q2 | $34K | Hold |
1,025
| – | – | 0.01% | 201 |
|
|
2020
Q1 | $25K | Buy |
1,025
+850
| +486% | +$20.7K | 0.01% | 209 |
|
|
2019
Q4 | $12K | Hold |
175
| – | – | ﹤0.01% | 302 |
|
|
2019
Q3 | $13K | Hold |
175
| – | – | ﹤0.01% | 268 |
|
|
2019
Q2 | $13K | Hold |
175
| – | – | ﹤0.01% | 286 |
|
|
2019
Q1 | $13K | Sell |
175
-206
| -54% | -$15.3K | 0.01% | 292 |
|
|
2018
Q4 | $24K | Hold |
381
| – | – | 0.01% | 204 |
|
|
2018
Q3 | $26K | Hold |
381
| – | – | 0.01% | 205 |
|
|
2018
Q2 | $25K | Hold |
381
| – | – | 0.01% | 185 |
|
|
2018
Q1 | $21K | Buy |
381
+58
| +18% | +$3.2K | 0.01% | 189 |
|
|
2017
Q4 | $18K | Buy |
+323
| New | +$18K | 0.01% | 146 |
|