Steward Partners Investment Advisory’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 | $86.3K | Buy |
1,482
+59
| +4% | +$3.44K | ﹤0.01% | 2202 |
|
|
2025
Q1 | $74.9K | Buy |
1,423
+15
| +1% | +$789 | ﹤0.01% | 2184 |
|
|
2024
Q4 | $62.4K | Sell |
1,408
-200
| -12% | -$8.86K | ﹤0.01% | 2219 |
|
|
2024
Q3 | $78.9K | Buy |
1,608
+9
| +0.6% | +$441 | ﹤0.01% | 2005 |
|
|
2024
Q2 | $67.1K | Buy |
1,599
+10
| +0.6% | +$420 | ﹤0.01% | 1959 |
|
|
2024
Q1 | $67.5K | Buy |
1,589
+9
| +0.6% | +$382 | ﹤0.01% | 1957 |
|
|
2023
Q4 | $76.6K | Buy |
1,580
+51
| +3% | +$2.47K | ﹤0.01% | 1800 |
|
|
2023
Q3 | $63.5K | Buy |
1,529
+3
| +0.2% | +$125 | ﹤0.01% | 1795 |
|
|
2023
Q2 | $71.4K | Sell |
1,526
-563
| -27% | -$26.4K | ﹤0.01% | 1735 |
|
|
2023
Q1 | $79.6K | Sell |
2,089
-1,406
| -40% | -$53.6K | ﹤0.01% | 1675 |
|
|
2022
Q4 | $132K | Sell |
3,495
-1,052
| -23% | -$39.7K | ﹤0.01% | 1433 |
|
|
2022
Q3 | $163K | Buy |
4,547
+22
| +0.5% | +$789 | ﹤0.01% | 1285 |
|
|
2022
Q2 | $212K | Buy |
4,525
+21
| +0.5% | +$984 | ﹤0.01% | 1190 |
|
|
2022
Q1 | $246K | Buy |
4,504
+297
| +7% | +$16.2K | ﹤0.01% | 1214 |
|
|
2021
Q4 | $200K | Buy |
4,207
+2,351
| +127% | +$112K | ﹤0.01% | 1319 |
|
|
2021
Q3 | $92K | Buy |
1,856
+1,074
| +137% | +$53.2K | ﹤0.01% | 1583 |
|
|
2021
Q2 | $41K | Buy |
782
+272
| +53% | +$14.3K | ﹤0.01% | 3727 |
|
|
2021
Q1 | $23.8K | Sell |
510
-142
| -22% | -$6.62K | ﹤0.01% | 2393 |
|
|
2020
Q4 | $21K | Sell |
652
-438
| -40% | -$14.1K | ﹤0.01% | 2030 |
|
|
2020
Q3 | $30K | Sell |
1,090
-1,531
| -58% | -$42.1K | ﹤0.01% | 1722 |
|
|
2020
Q2 | $87K | Buy |
2,621
+2,342
| +839% | +$77.7K | ﹤0.01% | 1207 |
|
|
2020
Q1 | $6K | Sell |
279
-244
| -47% | -$5.25K | ﹤0.01% | 2018 |
|
|
2019
Q4 | $36K | Sell |
523
-6
| -1% | -$413 | ﹤0.01% | 1537 |
|
|
2019
Q3 | $40K | Buy |
529
+201
| +61% | +$15.2K | ﹤0.01% | 1441 |
|
|
2019
Q2 | $24K | Buy |
+328
| New | +$24K | ﹤0.01% | 1642 |
|
|
2018
Q4 | – | Sell |
-128
| Closed | -$9K | – | 1157 |
|
|
2018
Q3 | $9K | Hold |
128
| – | – | ﹤0.01% | 1913 |
|
|
2018
Q2 | $8K | Hold |
128
| – | – | ﹤0.01% | 1809 |
|
|
2018
Q1 | $7K | Buy |
+128
| New | +$7K | ﹤0.01% | 1685 |
|