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 |
|