Cox Capital Management’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
$3.55M Sell
37,492
-1,015
-3% -$96.1K 2.42% 17
2025
Q1
$2.9M Sell
38,507
-3,076
-7% -$232K 2.12% 20
2024
Q4
$3.31M Sell
41,583
-119
-0.3% -$9.46K 2.12% 20
2024
Q3
$2.72M Sell
41,702
-769
-2% -$50.1K 1.63% 28
2024
Q2
$2.02M Sell
42,471
-1,895
-4% -$90.2K 1.22% 35
2024
Q1
$2.11M Sell
44,366
-784
-2% -$37.2K 1.3% 32
2023
Q4
$2.26M Sell
45,150
-264
-0.6% -$13.2K 1.47% 27
2023
Q3
$2.07M Buy
45,414
+31,452
+225% +$1.44M 1.46% 31
2023
Q2
$639K Sell
13,962
-162
-1% -$7.41K 0.47% 57
2023
Q1
$552K Buy
14,124
+1,359
+11% +$53.1K 0.4% 58
2022
Q4
$552K Buy
+12,765
New +$552K 0.36% 69