Envestnet Asset Management’s ESSA Bancorp ESSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Hold
20,000
﹤0.01% 3883
2025
Q1
$377K Hold
20,000
﹤0.01% 3794
2024
Q4
$390K Sell
20,000
-5,000
-20% -$97.5K ﹤0.01% 3734
2024
Q3
$481K Hold
25,000
﹤0.01% 3555
2024
Q2
$440K Hold
25,000
﹤0.01% 3528
2024
Q1
$456K Sell
25,000
-5,000
-17% -$91.2K ﹤0.01% 3502
2023
Q4
$601K Buy
+30,000
New +$601K ﹤0.01% 3236