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Sound Financial Strategies Group, LLC → EGP

Sound Financial Strategies Group, LLC EGP Position History

EastGroup Properties, Inc. • Real Estate

Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.2M
Q1 2026$2.3M
Q2 2026$2.5M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M12.6K——
Q2 2026$2.5M12.6K——
Q1 2026$2.3M12.6K——
Q4 2025$2.2M12.6K——

Other funds holding EGP

Other Sound Financial Strategies Group, LLC positions

ETHA

ISHARES TR

$16M
ETHA

ISHARES TR

$15.9M
ETHA

ISHARES TR

$15.9M
ETHA

ISHARES TR

$15.1M
ETHA

ISHARES TR

$13.8M
ETHA

ISHARES TR

$13.8M
INSP

NORTHERN LTS FD TR IV

$6.5M
VGES

VANGUARD TAX-MANAGED FDS

$6.4M