Corient Private Wealth’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 | $1.52M | Buy |
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|
2025
Q1 | $709K | Sell |
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|
2024
Q4 | $749K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $793K | Sell |
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|
2024
Q1 | $810K | Buy |
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|
2023
Q4 | $852K | Buy |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $291K | Buy |
|