EFS
Essex Financial Services’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Buy |
7,272
+432
| +6% | +$37K | 0.04% | 366 |
|
|
2025
Q1 | $595K | Buy |
6,840
+2,865
| +72% | +$249K | 0.04% | 338 |
|
|
2024
Q4 | $289K | Buy |
3,975
+219
| +6% | +$15.9K | 0.02% | 498 |
|
|
2024
Q3 | $289K | Sell |
3,756
-368
| -9% | -$28.3K | 0.02% | 506 |
|
|
2024
Q2 | $298K | Buy |
4,124
+34
| +0.8% | +$2.45K | 0.02% | 479 |
|
|
2024
Q1 | $320K | Buy |
4,090
+249
| +6% | +$19.5K | 0.03% | 404 |
|
|
2023
Q4 | $260K | Buy |
+3,841
| New | +$260K | 0.03% | 426 |
|
|
2022
Q1 | – | Sell |
-27,379
| Closed | -$1.56M | – | 503 |
|
|
2021
Q4 | $1.56M | Buy |
27,379
+766
| +3% | +$43.6K | 0.15% | 146 |
|
|
2021
Q3 | $1.46M | Buy |
26,613
+458
| +2% | +$25.1K | 0.17% | 142 |
|
|
2021
Q2 | $1.21M | Hold |
26,155
| – | – | 0.18% | 124 |
|
|
2021
Q1 | $1.21M | Buy |
26,155
+1,133
| +5% | +$52.4K | 0.22% | 107 |
|
|
2020
Q4 | $947K | Sell |
25,022
-12
| -0% | -$454 | 0.19% | 118 |
|
|
2020
Q3 | $689K | Buy |
+25,034
| New | +$689K | 0.17% | 124 |
|
|
2017
Q2 | – | Sell |
-3,462
| Closed | -$216K | – | 352 |
|
|
2017
Q1 | $216K | Sell |
3,462
-207
| -6% | -$12.9K | 0.05% | 298 |
|
|
2016
Q4 | $240K | Sell |
3,669
-810
| -18% | -$53K | 0.05% | 278 |
|
|
2016
Q3 | $266K | Sell |
4,479
-3,738
| -45% | -$222K | 0.06% | 257 |
|
|
2016
Q2 | $435K | Sell |
8,217
-3,978
| -33% | -$211K | 0.11% | 183 |
|
|
2016
Q1 | $659K | Buy |
12,195
+403
| +3% | +$21.8K | 0.16% | 138 |
|
|
2015
Q4 | $731K | Buy |
11,792
+205
| +2% | +$12.7K | 0.18% | 131 |
|
|
2015
Q3 | $658K | Buy |
11,587
+1,316
| +13% | +$74.7K | 0.17% | 135 |
|
|
2015
Q2 | $635K | Sell |
10,271
-955
| -9% | -$59K | 0.16% | 147 |
|
|
2015
Q1 | $615K | Sell |
11,226
-941
| -8% | -$51.6K | 0.16% | 150 |
|
|
2014
Q4 | $681K | Buy |
12,167
+1,086
| +10% | +$60.8K | 0.18% | 137 |
|
|
2014
Q3 | $599K | Buy |
11,081
+1,593
| +17% | +$86.1K | 0.18% | 140 |
|
|
2014
Q2 | $518K | Buy |
+9,488
| New | +$518K | 0.16% | 151 |
|