BOK Financial’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
+12,520
| New | +$3.55M | 0.06% | 251 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$290 | – | 1355 |
|
|
2024
Q3 | $290 | Hold |
1
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q2 | $272 | Hold |
1
| – | – | ﹤0.01% | 1137 |
|
|
2024
Q1 | $240 | Sell |
1
-1
| -50% | -$240 | ﹤0.01% | 1168 |
|
|
2023
Q4 | $495 | Hold |
2
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q3 | $428 | Sell |
2
-177
| -99% | -$37.9K | ﹤0.01% | 1118 |
|
|
2023
Q2 | $41.9K | Sell |
179
-250
| -58% | -$58.6K | ﹤0.01% | 811 |
|
|
2023
Q1 | $89.7K | Sell |
429
-529
| -55% | -$111K | ﹤0.01% | 770 |
|
|
2022
Q4 | $203K | Buy |
+958
| New | +$203K | ﹤0.01% | 853 |
|
|
2022
Q2 | – | Sell |
-727
| Closed | -$251K | – | 926 |
|
|
2022
Q1 | $251K | Sell |
727
-3
| -0.4% | -$1.04K | ﹤0.01% | 872 |
|
|
2021
Q4 | $257K | Buy |
730
+28
| +4% | +$9.86K | ﹤0.01% | 872 |
|
|
2021
Q3 | $225K | Buy |
+702
| New | +$225K | ﹤0.01% | 892 |
|
|
2020
Q3 | – | Sell |
-2,182
| Closed | -$500K | – | 869 |
|
|
2020
Q2 | $500K | Buy |
2,182
+349
| +19% | +$80K | 0.01% | 627 |
|
|
2020
Q1 | $404K | Buy |
1,833
+32
| +2% | +$7.05K | 0.01% | 628 |
|
|
2019
Q4 | $542K | Buy |
1,801
+84
| +5% | +$25.3K | 0.01% | 685 |
|
|
2019
Q3 | $561K | Buy |
1,717
+17
| +1% | +$5.55K | 0.01% | 649 |
|
|
2019
Q2 | $497K | Sell |
1,700
-370
| -18% | -$108K | 0.01% | 671 |
|
|
2019
Q1 | $600K | Sell |
2,070
-337
| -14% | -$97.7K | 0.01% | 631 |
|
|
2018
Q4 | $591K | Sell |
2,407
-45
| -2% | -$11K | 0.02% | 573 |
|
|
2018
Q3 | $605K | Buy |
2,452
+103
| +4% | +$25.4K | 0.02% | 623 |
|
|
2018
Q2 | $562K | Buy |
2,349
+543
| +30% | +$130K | 0.02% | 640 |
|
|
2018
Q1 | $434K | Buy |
1,806
+89
| +5% | +$21.4K | 0.01% | 669 |
|
|
2017
Q4 | $415K | Sell |
1,717
-229
| -12% | -$55.3K | 0.01% | 710 |
|
|
2017
Q3 | $494K | Buy |
1,946
+29
| +2% | +$7.36K | 0.01% | 662 |
|
|
2017
Q2 | $493K | Sell |
1,917
-6
| -0.3% | -$1.54K | 0.02% | 634 |
|
|
2017
Q1 | $446K | Sell |
1,923
-1
| -0.1% | -$232 | 0.01% | 680 |
|
|
2016
Q4 | $447K | Buy |
1,924
+170
| +10% | +$39.5K | 0.01% | 669 |
|
|
2016
Q3 | $391K | Buy |
1,754
+187
| +12% | +$41.7K | 0.01% | 700 |
|
|
2016
Q2 | $357K | Sell |
1,567
-60
| -4% | -$13.7K | 0.01% | 673 |
|
|
2016
Q1 | $380K | Sell |
1,627
-14
| -0.9% | -$3.27K | 0.01% | 643 |
|
|
2015
Q4 | $393K | Sell |
1,641
-154
| -9% | -$36.9K | 0.01% | 625 |
|
|
2015
Q3 | $401K | Buy |
1,795
+642
| +56% | +$143K | 0.02% | 609 |
|
|
2015
Q2 | $245K | Sell |
1,153
-50
| -4% | -$10.6K | 0.01% | 749 |
|
|
2015
Q1 | $276K | Buy |
1,203
+208
| +21% | +$47.7K | 0.01% | 697 |
|
|
2014
Q4 | $206K | Buy |
+995
| New | +$206K | 0.01% | 641 |
|