Waypoint Wealth Counsel’s EastGroup Properties EGP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $686K | Sell |
4,105
-895
| -18% | -$150K | 0.34% | 50 |
|
2025
Q1 | $881K | Sell |
5,000
-400
| -7% | -$70.5K | 0.55% | 37 |
|
2024
Q4 | $867K | Buy |
5,400
+100
| +2% | +$16K | 0.57% | 36 |
|
2024
Q3 | $990K | Sell |
5,300
-350
| -6% | -$65.4K | 0.67% | 34 |
|
2024
Q2 | $961K | Buy |
5,650
+150
| +3% | +$25.5K | 0.74% | 32 |
|
2024
Q1 | $989K | Sell |
5,500
-1,600
| -23% | -$288K | 0.76% | 31 |
|
2023
Q4 | $1.3M | Sell |
7,100
-150
| -2% | -$27.5K | 1.11% | 23 |
|
2023
Q3 | $1.21M | Hold |
7,250
| – | – | 1.14% | 21 |
|
2023
Q2 | $1.26M | Sell |
7,250
-750
| -9% | -$130K | 1.13% | 21 |
|
2023
Q1 | $1.32M | Hold |
8,000
| – | – | 1.03% | 24 |
|
2022
Q4 | $1.18M | Buy |
+8,000
| New | +$1.18M | 0.95% | 25 |
|