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