Cetera Investment Advisers’s Esquire Financial Holdings ESQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
10,270
+196
| +2% | +$18.6K | ﹤0.01% | 2396 |
|
|
2025
Q1 | $759K | Buy |
10,074
+1,054
| +12% | +$79.5K | ﹤0.01% | 2497 |
|
|
2024
Q4 | $717K | Sell |
9,020
-271
| -3% | -$21.5K | ﹤0.01% | 2396 |
|
|
2024
Q3 | $606K | Sell |
9,291
-35
| -0.4% | -$2.28K | ﹤0.01% | 2497 |
|
|
2024
Q2 | $444K | Buy |
9,326
+422
| +5% | +$20.1K | ﹤0.01% | 2683 |
|
|
2024
Q1 | $423K | Sell |
8,904
-1,156
| -11% | -$54.9K | ﹤0.01% | 2740 |
|
|
2023
Q4 | $503K | Sell |
10,060
-129
| -1% | -$6.45K | ﹤0.01% | 1489 |
|
|
2023
Q3 | $466K | Buy |
10,189
+179
| +2% | +$8.18K | ﹤0.01% | 1462 |
|
|
2023
Q2 | $458K | Buy |
10,010
+10
| +0.1% | +$457 | ﹤0.01% | 1497 |
|
|
2023
Q1 | $391K | Buy |
10,000
+102
| +1% | +$3.99K | ﹤0.01% | 1559 |
|
|
2022
Q4 | $428K | Buy |
+9,898
| New | +$428K | ﹤0.01% | 1457 |
|
|
2022
Q3 | – | Sell |
-11,430
| Closed | -$381K | – | 1776 |
|
|
2022
Q2 | $381K | Hold |
11,430
| – | – | 0.01% | 1263 |
|
|
2022
Q1 | $384K | Hold |
11,430
| – | – | 0.01% | 1346 |
|
|
2021
Q4 | $360K | Hold |
11,430
| – | – | 0.01% | 1388 |
|
|
2021
Q3 | $328K | Hold |
11,430
| – | – | 0.01% | 1381 |
|
|
2021
Q2 | $271K | Hold |
11,430
| – | – | ﹤0.01% | 1474 |
|
|
2021
Q1 | $261K | Buy |
+11,430
| New | +$261K | 0.01% | 1325 |
|