Sunbelt Securities’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 | $354K | Buy |
+8,000
| New | +$354K | 0.03% | 436 |
|
|
2025
Q1 | – | Sell |
-8,000
| Closed | -$354K | – | 1826 |
|
|
2024
Q4 | $354K | Buy |
8,000
+4,000
| +100% | +$177K | 0.03% | 434 |
|
|
2024
Q3 | $196K | Buy |
+4,000
| New | +$196K | 0.02% | 595 |
|
|
2023
Q3 | – | Sell |
-31
| Closed | -$1.45K | – | 1779 |
|
|
2023
Q2 | $1.45K | Hold |
31
| – | – | ﹤0.01% | 1477 |
|
|
2023
Q1 | $1.15K | Buy |
+31
| New | +$1.15K | ﹤0.01% | 1476 |
|
|
2020
Q1 | – | Sell |
-3,106
| Closed | -$219K | – | 451 |
|
|
2019
Q4 | $219K | Buy |
+3,106
| New | +$219K | 0.02% | 521 |
|