United Capital Financial Advisors’s EastGroup Properties EGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $856K | Buy |
4,626
+1,132
| +32% | +$211K | 0.01% | 821 |
|
|
2025
Q4 | $622K | Buy |
3,494
+1,160
| +50% | +$206K | ﹤0.01% | 893 |
|
|
2025
Q3 | $395K | Buy |
2,334
+81
| +4% | +$13.4K | ﹤0.01% | 940 |
|
|
2025
Q2 | $377K | Sell |
2,253
-264
| -10% | -$43.9K | ﹤0.01% | 862 |
|
|
2025
Q1 | $443K | Buy |
2,517
+146
| +6% | +$25.4K | ﹤0.01% | 781 |
|
|
2024
Q4 | $381K | Buy |
2,371
+781
| +49% | +$135K | ﹤0.01% | 810 |
|
|
2024
Q3 | $297K | Buy |
1,590
+126
| +9% | +$23.2K | ﹤0.01% | 879 |
|
|
2024
Q2 | $249K | Sell |
1,464
-1,631
| -53% | -$270K | ﹤0.01% | 909 |
|
|
2024
Q1 | $556K | Buy |
3,095
+751
| +32% | +$135K | ﹤0.01% | 712 |
|
|
2023
Q4 | $430K | Sell |
2,344
-3,185
| -58% | -$544K | ﹤0.01% | 763 |
|
|
2023
Q3 | $921K | Sell |
5,529
-2,068
| -27% | -$366K | 0.01% | 533 |
|
|
2023
Q2 | $1.32M | Sell |
7,597
-15
| -0.2% | -$2.5K | 0.01% | 497 |
|
|
2023
Q1 | $1.26M | Buy |
7,612
+1,955
| +35% | +$318K | 0.01% | 528 |
|
|
2022
Q4 | $838K | Buy |
5,657
+211
| +4% | +$31.8K | ﹤0.01% | 655 |
|
|
2022
Q3 | $786K | Buy |
5,446
+149
| +3% | +$24.3K | ﹤0.01% | 662 |
|
|
2022
Q2 | $817K | Sell |
5,297
-54
| -1% | -$9.47K | ﹤0.01% | 670 |
|
|
2022
Q1 | $1.09M | Sell |
5,351
-940
| -15% | -$186K | 0.01% | 647 |
|
|
2021
Q4 | $1.43M | Sell |
6,291
-4,384
| -41% | -$881K | 0.01% | 609 |
|
|
2021
Q3 | $1.78M | Buy |
10,675
+57
| +0.5% | +$9.9K | 0.01% | 551 |
|
|
2021
Q2 | $1.75M | Buy |
10,618
+273
| +3% | +$43.2K | 0.01% | 568 |
|
|
2021
Q1 | $1.48M | Buy |
10,345
+453
| +5% | +$63.5K | 0.01% | 570 |
|
|
2020
Q4 | $1.37M | Sell |
9,892
-1,037
| -9% | -$143K | 0.01% | 596 |
|
|
2020
Q3 | $1.41M | Buy |
10,929
+345
| +3% | +$44.5K | 0.01% | 581 |
|
|
2020
Q2 | $1.25M | Buy |
10,584
+4,550
| +75% | +$503K | 0.01% | 603 |
|
|
2020
Q1 | $630K | Sell |
6,034
-3,456
| -36% | -$436K | 0.01% | 742 |
|
|
2019
Q4 | $1.26M | Sell |
9,490
-451
| -5% | -$59.2K | 0.01% | 702 |
|
|
2019
Q3 | $1.24M | Sell |
9,941
-1,194
| -11% | -$146K | 0.01% | 682 |
|
|
2019
Q2 | $1.29M | Sell |
11,135
-500
| -4% | -$56.5K | 0.01% | 734 |
|
|
2019
Q1 | $1.3M | Buy |
11,635
+821
| +8% | +$85.2K | 0.01% | 706 |
|
|
2018
Q4 | $992K | Sell |
10,814
-1,408
| -12% | -$136K | 0.01% | 720 |
|
|
2018
Q3 | $1.17M | Sell |
12,222
-100
| -0.8% | -$9.62K | 0.01% | 733 |
|
|
2018
Q2 | $1.18M | Buy |
12,322
+171
| +1% | +$15.4K | 0.01% | 726 |
|
|
2018
Q1 | $1M | Buy |
12,151
+1,292
| +12% | +$108K | 0.01% | 772 |
|
|
2017
Q4 | $965K | Sell |
10,859
-5,462
| -33% | -$497K | 0.01% | 787 |
|
|
2017
Q3 | $1.44M | Sell |
16,321
-97
| -0.6% | -$8.38K | 0.01% | 665 |
|
|
2017
Q2 | $1.38M | Sell |
16,418
-4,030
| -20% | -$325K | 0.01% | 674 |
|
|
2017
Q1 | $1.5M | Sell |
20,448
-1,207
| -6% | -$87.9K | 0.01% | 638 |
|
|
2016
Q4 | $1.6M | Sell |
21,655
-206
| -0.9% | -$14.3K | 0.02% | 617 |
|
|
2016
Q3 | $1.61M | Sell |
21,861
-4,207
| -16% | -$304K | 0.02% | 645 |
|
|
2016
Q2 | $1.8M | Buy |
26,068
+2,718
| +12% | +$172K | 0.02% | 577 |
|
|
2016
Q1 | $1.41M | Sell |
23,350
-4,124
| -15% | -$224K | 0.02% | 616 |
|
|
2015
Q4 | $1.53M | Buy |
27,474
+82
| +0.3% | +$4.63K | 0.02% | 595 |
|
|
2015
Q3 | $1.48M | Sell |
27,392
-2,014
| -7% | -$114K | 0.02% | 588 |
|
|
2015
Q2 | $1.65M | Hold |
29,406
| – | – | 0.02% | 611 |
|
|
2015
Q1 | $1.68M | Sell |
29,406
-5,383
| -15% | -$338K | 0.02% | 605 |
|
|
2014
Q4 | $2.2M | Buy |
34,789
+7,569
| +28% | +$494K | 0.03% | 447 |
|
|
2014
Q3 | $1.65M | Buy |
27,220
+460
| +2% | +$29.2K | 0.03% | 492 |
|
|
2014
Q2 | $1.72M | Buy |
26,760
+910
| +4% | +$57.7K | 0.03% | 445 |
|
|
2014
Q1 | $1.63M | Sell |
25,850
-600
| -2% | -$36.2K | 0.03% | 392 |
|
|
2013
Q4 | $1.53M | Buy |
+26,450
| New | +$1.61M | 0.05% | 278 |
|
|
2013
Q3 | – | Sell |
-28,450
| Closed | -$1.6M | – | 693 |
|
|
2013
Q2 | $1.6M | Buy |
+28,450
| New | +$1.72M | 0.04% | 338 |
|
Other funds holding EGP
VPM
VCM
N
