Creative Planning’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
6,681
-96
| -1% | -$27.2K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $2.08M | Sell |
6,777
-61
| -0.9% | -$18.7K | ﹤0.01% | 1142 |
|
|
2024
Q4 | $1.95M | Buy |
6,838
+672
| +11% | +$192K | ﹤0.01% | 1143 |
|
|
2024
Q3 | $1.82M | Buy |
6,166
+120
| +2% | +$35.5K | ﹤0.01% | 1118 |
|
|
2024
Q2 | $1.65M | Buy |
6,046
+16
| +0.3% | +$4.36K | ﹤0.01% | 1087 |
|
|
2024
Q1 | $1.48M | Buy |
6,030
+777
| +15% | +$190K | ﹤0.01% | 1107 |
|
|
2023
Q4 | $1.3M | Sell |
5,253
-793
| -13% | -$197K | ﹤0.01% | 1098 |
|
|
2023
Q3 | $1.28M | Sell |
6,046
-737
| -11% | -$156K | ﹤0.01% | 1048 |
|
|
2023
Q2 | $1.59M | Buy |
6,783
+1,188
| +21% | +$278K | ﹤0.01% | 916 |
|
|
2023
Q1 | $1.17M | Buy |
5,595
+208
| +4% | +$43.5K | ﹤0.01% | 994 |
|
|
2022
Q4 | $1.14M | Buy |
5,387
+802
| +17% | +$170K | ﹤0.01% | 973 |
|
|
2022
Q3 | $1.11M | Buy |
4,585
+838
| +22% | +$203K | ﹤0.01% | 921 |
|
|
2022
Q2 | $980K | Buy |
3,747
+183
| +5% | +$47.9K | ﹤0.01% | 985 |
|
|
2022
Q1 | $1.23M | Buy |
3,564
+8
| +0.2% | +$2.76K | ﹤0.01% | 892 |
|
|
2021
Q4 | $1.25M | Buy |
3,556
+88
| +3% | +$31K | ﹤0.01% | 853 |
|
|
2021
Q3 | $1.11M | Buy |
3,468
+82
| +2% | +$26.2K | ﹤0.01% | 898 |
|
|
2021
Q2 | $1.02M | Sell |
3,386
-812
| -19% | -$244K | ﹤0.01% | 929 |
|
|
2021
Q1 | $1.14M | Buy |
4,198
+1,094
| +35% | +$297K | ﹤0.01% | 950 |
|
|
2020
Q4 | $737K | Sell |
3,104
-107
| -3% | -$25.4K | ﹤0.01% | 1088 |
|
|
2020
Q3 | $645K | Buy |
3,211
+110
| +4% | +$22.1K | ﹤0.01% | 985 |
|
|
2020
Q2 | $711K | Sell |
3,101
-120
| -4% | -$27.5K | ﹤0.01% | 870 |
|
|
2020
Q1 | $709K | Sell |
3,221
-120
| -4% | -$26.4K | ﹤0.01% | 779 |
|
|
2019
Q4 | $1.01M | Sell |
3,341
-326
| -9% | -$98.1K | ﹤0.01% | 781 |
|
|
2019
Q3 | $1.2M | Buy |
3,667
+25
| +0.7% | +$8.17K | ﹤0.01% | 680 |
|
|
2019
Q2 | $1.06M | Sell |
3,642
-542
| -13% | -$158K | ﹤0.01% | 734 |
|
|
2019
Q1 | $1.21M | Buy |
4,184
+385
| +10% | +$111K | ﹤0.01% | 650 |
|
|
2018
Q4 | $932K | Buy |
3,799
+391
| +11% | +$95.9K | ﹤0.01% | 694 |
|
|
2018
Q3 | $841K | Sell |
3,408
-28
| -0.8% | -$6.91K | ﹤0.01% | 829 |
|
|
2018
Q2 | $822K | Sell |
3,436
-163
| -5% | -$39K | ﹤0.01% | 843 |
|
|
2018
Q1 | $866K | Sell |
3,599
-519
| -13% | -$125K | ﹤0.01% | 799 |
|
|
2017
Q4 | $994K | Sell |
4,118
-232
| -5% | -$56K | ﹤0.01% | 726 |
|
|
2017
Q3 | $1.11M | Buy |
4,350
+40
| +0.9% | +$10.2K | 0.01% | 665 |
|
|
2017
Q2 | $1.11M | Sell |
4,310
-197
| -4% | -$50.7K | 0.01% | 637 |
|
|
2017
Q1 | $1.04M | Buy |
4,507
+94
| +2% | +$21.8K | 0.01% | 652 |
|
|
2016
Q4 | $1.03M | Sell |
4,413
-4
| -0.1% | -$930 | 0.01% | 615 |
|
|
2016
Q3 | $984K | Sell |
4,417
-3,100
| -41% | -$691K | 0.01% | 597 |
|
|
2016
Q2 | $1.72M | Buy |
7,517
+2,911
| +63% | +$664K | 0.01% | 371 |
|
|
2016
Q1 | $1.08M | Hold |
4,606
| – | – | 0.01% | 478 |
|
|
2015
Q4 | $1.1M | Hold |
4,606
| – | – | 0.01% | 476 |
|
|
2015
Q3 | $1.03M | Buy |
+4,606
| New | +$1.03M | 0.01% | 464 |
|
|
2015
Q2 | – | Sell |
-2,819
| Closed | -$648K | – | 1609 |
|
|
2015
Q1 | $648K | Sell |
2,819
-6
| -0.2% | -$1.38K | 0.01% | 622 |
|
|
2014
Q4 | $584K | Sell |
2,825
-100
| -3% | -$20.7K | 0.01% | 634 |
|
|
2014
Q3 | $523K | Hold |
2,925
| – | – | 0.01% | 635 |
|
|
2014
Q2 | $541K | Buy |
2,925
+2,695
| +1,172% | +$498K | 0.01% | 613 |
|
|
2014
Q1 | $39K | Buy |
230
+5
| +2% | +$848 | ﹤0.01% | 1948 |
|
|
2013
Q4 | $32K | Hold |
225
| – | – | ﹤0.01% | 1901 |
|
|
2013
Q3 | $33K | Hold |
225
| – | – | ﹤0.01% | 1772 |
|
|
2013
Q2 | $36K | Buy |
+225
| New | +$36K | ﹤0.01% | 1561 |
|