Corient Private Wealth’s Esquire Financial Holdings ESQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
16,038
+6,629
| +70% | +$632K | ﹤0.01% | 1224 |
|
|
2025
Q1 | $709K | Sell |
9,409
-6,625
| -41% | -$499K | ﹤0.01% | 1429 |
|
|
2024
Q4 | $749K | Sell |
16,034
-30
| -0.2% | -$1.4K | ﹤0.01% | 1438 |
|
|
2024
Q3 | $1.05M | Sell |
16,064
-591
| -4% | -$38.5K | ﹤0.01% | 1362 |
|
|
2024
Q2 | $793K | Sell |
16,655
-400
| -2% | -$19K | ﹤0.01% | 1416 |
|
|
2024
Q1 | $810K | Buy |
17,055
+3
| +0% | +$142 | ﹤0.01% | 1382 |
|
|
2023
Q4 | $852K | Buy |
17,052
+10,397
| +156% | +$519K | ﹤0.01% | 1342 |
|
|
2023
Q3 | $304K | Hold |
6,655
| – | – | ﹤0.01% | 1740 |
|
|
2023
Q2 | $304K | Hold |
6,655
| – | – | ﹤0.01% | 1683 |
|
|
2023
Q1 | $260K | Sell |
6,655
-70
| -1% | -$2.74K | ﹤0.01% | 1665 |
|
|
2022
Q4 | $291K | Buy |
+6,725
| New | +$291K | ﹤0.01% | 1343 |
|