BFIM
ESSA
Beese Fulmer Investment Management’s ESSA Bancorp ESSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
14,597
-800
| -5% | -$15.5K | 0.02% | 243 |
|
|
2025
Q1 | $290K | Hold |
15,397
| – | – | 0.03% | 202 |
|
|
2024
Q4 | $300K | Sell |
15,397
-1,700
| -10% | -$33.2K | 0.03% | 193 |
|
|
2024
Q3 | $329K | Hold |
17,097
| – | – | 0.03% | 184 |
|
|
2024
Q2 | $301K | Hold |
17,097
| – | – | 0.03% | 188 |
|
|
2024
Q1 | $312K | Sell |
17,097
-3,000
| -15% | -$54.7K | 0.03% | 183 |
|
|
2023
Q4 | $402K | Hold |
20,097
| – | – | 0.04% | 162 |
|
|
2023
Q3 | $302K | Hold |
20,097
| – | – | 0.03% | 177 |
|
|
2023
Q2 | $300K | Hold |
20,097
| – | – | 0.03% | 178 |
|
|
2023
Q1 | $316K | Hold |
20,097
| – | – | 0.04% | 181 |
|
|
2022
Q4 | $419K | Hold |
20,097
| – | – | 0.05% | 166 |
|
|
2022
Q3 | $390K | Hold |
20,097
| – | – | 0.05% | 157 |
|
|
2022
Q2 | $338K | Hold |
20,097
| – | – | 0.04% | 169 |
|
|
2022
Q1 | $361K | Hold |
20,097
| – | – | 0.04% | 172 |
|
|
2021
Q4 | $348K | Hold |
20,097
| – | – | 0.04% | 178 |
|
|
2021
Q3 | $334K | Hold |
20,097
| – | – | 0.04% | 181 |
|
|
2021
Q2 | $329K | Buy |
20,097
+1,700
| +9% | +$27.8K | 0.04% | 172 |
|
|
2021
Q1 | $294K | Hold |
18,397
| – | – | 0.04% | 178 |
|
|
2020
Q4 | $276K | Buy |
18,397
+800
| +5% | +$12K | 0.04% | 175 |
|
|
2020
Q3 | $217K | Hold |
17,597
| – | – | 0.03% | 178 |
|
|
2020
Q2 | $245K | Hold |
17,597
| – | – | 0.04% | 166 |
|
|
2020
Q1 | $240K | Hold |
17,597
| – | – | 0.04% | 155 |
|
|
2019
Q4 | $298K | Hold |
17,597
| – | – | 0.04% | 163 |
|
|
2019
Q3 | $289K | Hold |
17,597
| – | – | 0.04% | 166 |
|
|
2019
Q2 | $268K | Sell |
17,597
-3,800
| -18% | -$57.9K | 0.05% | 148 |
|
|
2019
Q1 | $330K | Hold |
21,397
| – | – | 0.07% | 128 |
|
|
2018
Q4 | $334K | Hold |
21,397
| – | – | 0.08% | 121 |
|
|
2018
Q3 | $348K | Hold |
21,397
| – | – | 0.07% | 125 |
|
|
2018
Q2 | $339K | Buy |
21,397
+6,000
| +39% | +$95.1K | 0.07% | 123 |
|
|
2018
Q1 | $226K | Hold |
15,397
| – | – | 0.05% | 160 |
|
|
2017
Q4 | $241K | Hold |
15,397
| – | – | 0.05% | 160 |
|
|
2017
Q3 | $242K | Hold |
15,397
| – | – | 0.06% | 155 |
|
|
2017
Q2 | $227K | Hold |
15,397
| – | – | 0.05% | 156 |
|
|
2017
Q1 | $224K | Hold |
15,397
| – | – | 0.05% | 158 |
|
|
2016
Q4 | $242K | Hold |
15,397
| – | – | 0.06% | 148 |
|
|
2016
Q3 | $213K | Buy |
15,397
+3,800
| +33% | +$52.6K | 0.06% | 157 |
|
|
2016
Q2 | $155K | Hold |
11,597
| – | – | 0.04% | 150 |
|
|
2016
Q1 | $157K | Hold |
11,597
| – | – | 0.05% | 149 |
|
|
2015
Q4 | $159K | Hold |
11,597
| – | – | 0.05% | 142 |
|
|
2015
Q3 | $150K | Hold |
11,597
| – | – | 0.05% | 140 |
|
|
2015
Q2 | $149K | Hold |
11,597
| – | – | 0.05% | 140 |
|
|
2015
Q1 | $149K | Hold |
11,597
| – | – | 0.05% | 133 |
|
|
2014
Q4 | $139K | Buy |
+11,597
| New | +$139K | 0.04% | 150 |
|