Waypoint Wealth Counsel’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	$665K	Sell	3,591 -118	-3%	-$22K	0.34%	52
2025 Q4	$661K	Sell	3,709 -400	-10%	-$71.1K	0.24%	76
2025 Q3	$695K	Buy	4,109 +4	+0.1%	+$664	0.27%	58
2025 Q2	$686K	Sell	4,105 -895	-18%	-$149K	0.34%	50
2025 Q1	$881K	Sell	5,000 -400	-7%	-$69.6K	0.55%	37
2024 Q4	$867K	Buy	5,400 +100	+2%	+$17.3K	0.57%	36
2024 Q3	$990K	Sell	5,300 -350	-6%	-$64.5K	0.67%	34
2024 Q2	$961K	Buy	5,650 +150	+3%	+$24.8K	0.74%	32
2024 Q1	$989K	Sell	5,500 -1,600	-23%	-$289K	0.76%	31
2023 Q4	$1.3M	Sell	7,100 -150	-2%	-$25.6K	1.11%	23
2023 Q3	$1.21M	Hold	7,250	–	–	1.14%	21
2023 Q2	$1.26M	Sell	7,250 -750	-9%	-$125K	1.13%	21
2023 Q1	$1.32M	Hold	8,000	–	–	1.03%	24
2022 Q4	$1.18M	Buy	+8,000	New	+$1.21M	0.95%	25