Summit Securities Group’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 | $11.7K | Buy |
+200
| New | +$11.7K | ﹤0.01% | 729 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | – | – | 792 |
|
|
2023
Q1 | $0 | Sell |
1
-533
| -100% | – | ﹤0.01% | 767 |
|
|
2022
Q4 | $20K | Buy |
534
+33
| +7% | +$1.24K | ﹤0.01% | 674 |
|
|
2022
Q3 | $18K | Sell |
501
-2,699
| -84% | -$97K | ﹤0.01% | 529 |
|
|
2022
Q2 | $150K | Sell |
3,200
-3,300
| -51% | -$155K | 0.02% | 210 |
|
|
2022
Q1 | $356K | Sell |
6,500
-3,400
| -34% | -$186K | 0.04% | 169 |
|
|
2021
Q4 | $470K | Buy |
9,900
+4,300
| +77% | +$204K | 0.02% | 231 |
|
|
2021
Q3 | $277K | Buy |
+5,600
| New | +$277K | 0.02% | 255 |
|
|
2019
Q2 | – | Sell |
-9,000
| Closed | -$692K | – | 162 |
|
|
2019
Q1 | $692K | Buy |
+9,000
| New | +$692K | 0.13% | 35 |
|