Creative Planning’s Empire State Realty Trust ESRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
+46,516
| New | +$376K | ﹤0.01% | 2698 |
|
|
2025
Q1 | – | Sell |
-13,677
| Closed | -$141K | – | 3510 |
|
|
2024
Q4 | $141K | Buy |
13,677
+1,079
| +9% | +$11.1K | ﹤0.01% | 3072 |
|
|
2024
Q3 | $140K | Buy |
12,598
+2,145
| +21% | +$23.8K | ﹤0.01% | 2952 |
|
|
2024
Q2 | $98K | Sell |
10,453
-471
| -4% | -$4.42K | ﹤0.01% | 2827 |
|
|
2024
Q1 | $111K | Buy |
+10,924
| New | +$111K | ﹤0.01% | 2677 |
|
|
2017
Q3 | – | Sell |
-151
| Closed | -$3K | – | 2379 |
|
|
2017
Q2 | $3K | Hold |
151
| – | – | ﹤0.01% | 4100 |
|
|
2017
Q1 | $3K | Sell |
151
-24
| -14% | -$477 | ﹤0.01% | 4078 |
|
|
2016
Q4 | $4K | Hold |
175
| – | – | ﹤0.01% | 3952 |
|
|
2016
Q3 | $4K | Sell |
175
-83
| -32% | -$1.9K | ﹤0.01% | 3867 |
|
|
2016
Q2 | $5K | Hold |
258
| – | – | ﹤0.01% | 3562 |
|
|
2016
Q1 | $5K | Buy |
258
+83
| +47% | +$1.61K | ﹤0.01% | 3522 |
|
|
2015
Q4 | $3K | Sell |
175
-70
| -29% | -$1.2K | ﹤0.01% | 3817 |
|
|
2015
Q3 | $4K | Buy |
+245
| New | +$4K | ﹤0.01% | 3649 |
|
|
2015
Q2 | – | Sell |
-275
| Closed | -$5K | – | 1608 |
|
|
2015
Q1 | $5K | Buy |
275
+100
| +57% | +$1.82K | ﹤0.01% | 3460 |
|
|
2014
Q4 | $3K | Sell |
175
-48
| -22% | -$823 | ﹤0.01% | 3612 |
|
|
2014
Q3 | $3K | Buy |
223
+48
| +27% | +$646 | ﹤0.01% | 3432 |
|
|
2014
Q2 | $3K | Hold |
175
| – | – | ﹤0.01% | 3299 |
|
|
2014
Q1 | $3K | Sell |
175
-25
| -13% | -$429 | ﹤0.01% | 3171 |
|
|
2013
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 2992 |
|