Creative Planning’s Enstar Group ESGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,671
| Closed | -$2.24M | – | 3943 |
|
|
2025
Q2 | $2.24M | Buy |
6,671
+3,262
| +96% | +$1.09M | ﹤0.01% | 1234 |
|
|
2025
Q1 | $1.13M | Buy |
3,409
+588
| +21% | +$194K | ﹤0.01% | 1628 |
|
|
2024
Q4 | $909K | Buy |
2,821
+36
| +1% | +$11.6K | ﹤0.01% | 1716 |
|
|
2024
Q3 | $737K | Buy |
2,785
+585
| +27% | +$190K | ﹤0.01% | 1772 |
|
|
2024
Q2 | $673K | Buy |
2,200
+419
| +24% | +$126K | ﹤0.01% | 1710 |
|
|
2024
Q1 | $553K | Buy |
1,781
+301
| +20% | +$86.2K | ﹤0.01% | 1786 |
|
|
2023
Q4 | $436K | Buy |
1,480
+460
| +45% | +$120K | ﹤0.01% | 1797 |
|
|
2023
Q3 | $247K | Buy |
1,020
+21
| +2% | +$5.27K | ﹤0.01% | 2093 |
|
|
2023
Q2 | $244K | Buy |
+999
| New | +$247K | ﹤0.01% | 2066 |
|
