Capital Analysts LLC’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 | $39K | Hold |
136
| – | – | ﹤0.01% | 871 |
|
|
2025
Q1 | $42K | Buy |
136
+49
| +56% | +$15.1K | ﹤0.01% | 827 |
|
|
2024
Q4 | $25K | Buy |
87
+6
| +7% | +$1.72K | ﹤0.01% | 882 |
|
|
2024
Q3 | $24K | Buy |
81
+1
| +1% | +$296 | ﹤0.01% | 863 |
|
|
2024
Q2 | $22K | Buy |
80
+1
| +1% | +$275 | ﹤0.01% | 841 |
|
|
2024
Q1 | $19K | Hold |
79
| – | – | ﹤0.01% | 827 |
|
|
2023
Q4 | $20K | Sell |
79
-43
| -35% | -$10.9K | ﹤0.01% | 806 |
|
|
2023
Q3 | $26K | Hold |
122
| – | – | ﹤0.01% | 731 |
|
|
2023
Q2 | $28K | Buy |
122
+1
| +0.8% | +$230 | ﹤0.01% | 673 |
|
|
2023
Q1 | $25K | Sell |
121
-16
| -12% | -$3.31K | ﹤0.01% | 695 |
|
|
2022
Q4 | $29K | Buy |
137
+1
| +0.7% | +$212 | ﹤0.01% | 702 |
|
|
2022
Q3 | $33K | Hold |
136
| – | – | ﹤0.01% | 642 |
|
|
2022
Q2 | $35K | Buy |
136
+1
| +0.7% | +$257 | ﹤0.01% | 621 |
|
|
2022
Q1 | $47K | Hold |
135
| – | – | ﹤0.01% | 555 |
|
|
2021
Q4 | $47K | Buy |
135
+1
| +0.7% | +$348 | ﹤0.01% | 582 |
|
|
2021
Q3 | $43K | Hold |
134
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $40K | Hold |
134
| – | – | ﹤0.01% | 586 |
|
|
2021
Q1 | $36K | Hold |
134
| – | – | ﹤0.01% | 635 |
|
|
2020
Q4 | $32K | Sell |
134
-52
| -28% | -$12.4K | ﹤0.01% | 461 |
|
|
2020
Q3 | $37K | Sell |
186
-5,161
| -97% | -$1.03M | ﹤0.01% | 442 |
|
|
2020
Q2 | $1.23M | Sell |
5,347
-63
| -1% | -$14.4K | 0.13% | 141 |
|
|
2020
Q1 | $1.19M | Buy |
5,410
+308
| +6% | +$67.9K | 0.15% | 126 |
|
|
2019
Q4 | $1.54M | Sell |
5,102
-49
| -1% | -$14.7K | 0.15% | 132 |
|
|
2019
Q3 | $1.68M | Buy |
5,151
+54
| +1% | +$17.6K | 0.18% | 106 |
|
|
2019
Q2 | $1.49M | Sell |
5,097
-106
| -2% | -$30.9K | 0.16% | 117 |
|
|
2019
Q1 | $1.51M | Buy |
5,203
+5,107
| +5,320% | +$1.48M | 0.17% | 106 |
|
|
2018
Q4 | $24K | Buy |
96
+67
| +231% | +$16.8K | ﹤0.01% | 388 |
|
|
2018
Q3 | $7K | Hold |
29
| – | – | ﹤0.01% | 462 |
|
|
2018
Q2 | $7K | Hold |
29
| – | – | ﹤0.01% | 491 |
|
|
2018
Q1 | $7K | Hold |
29
| – | – | ﹤0.01% | 471 |
|
|
2017
Q4 | $7K | Hold |
29
| – | – | ﹤0.01% | 404 |
|
|
2017
Q3 | $7K | Buy |
+29
| New | +$7K | ﹤0.01% | 411 |
|
|
2016
Q4 | – | Sell |
-29
| Closed | -$6.46K | – | 357 |
|
|
2016
Q3 | $6.46K | Hold |
29
| – | – | ﹤0.01% | 331 |
|
|
2016
Q2 | $6.61K | Hold |
29
| – | – | ﹤0.01% | 315 |
|
|
2016
Q1 | $6.78K | Hold |
29
| – | – | ﹤0.01% | 347 |
|
|
2015
Q4 | $6.94K | Sell |
29
-29
| -50% | -$6.94K | ﹤0.01% | 355 |
|
|
2015
Q3 | $13K | Sell |
58
-275
| -83% | -$61.4K | ﹤0.01% | 327 |
|
|
2015
Q2 | $70.9K | Buy |
333
+6
| +2% | +$1.28K | 0.01% | 242 |
|
|
2015
Q1 | $75.3K | Buy |
327
+55
| +20% | +$12.7K | 0.02% | 228 |
|
|
2014
Q4 | $56.4K | Buy |
272
+23
| +9% | +$4.77K | 0.01% | 242 |
|
|
2014
Q3 | $44.7K | Buy |
249
+45
| +22% | +$8.08K | 0.01% | 250 |
|
|
2014
Q2 | $37.8K | Buy |
204
+29
| +17% | +$5.38K | 0.01% | 256 |
|
|
2014
Q1 | $29.8K | Buy |
175
+1
| +0.6% | +$171 | 0.01% | 256 |
|
|
2013
Q4 | $25K | Buy |
174
+25
| +17% | +$3.6K | 0.01% | 260 |
|
|
2013
Q3 | $22K | Sell |
149
-18
| -11% | -$2.66K | 0.01% | 252 |
|
|
2013
Q2 | $26.6K | Buy |
+167
| New | +$26.6K | 0.01% | 229 |
|