Cetera Investment Advisers’s Esquire Financial Holdings ESQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
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|
2025
Q1 | $759K | Buy |
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|
2024
Q4 | $717K | Sell |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $503K | Sell |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $391K | Buy |
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|
2022
Q4 | $428K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $381K | Hold |
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|
2022
Q1 | $384K | Hold |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $261K | Buy |
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