EFS
Essex Financial Services’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
9,345
+327
| +4% | +$65.8K | 0.12% | 164 |
|
|
2025
Q1 | $1.87M | Sell |
9,018
-170
| -2% | -$35.2K | 0.13% | 150 |
|
|
2024
Q4 | $1.77M | Buy |
9,188
+250
| +3% | +$48.2K | 0.13% | 151 |
|
|
2024
Q3 | $1.72M | Buy |
8,938
+482
| +6% | +$92.9K | 0.12% | 156 |
|
|
2024
Q2 | $1.44M | Buy |
8,456
+513
| +6% | +$87.5K | 0.11% | 180 |
|
|
2024
Q1 | $1.37M | Buy |
7,943
+49
| +0.6% | +$8.48K | 0.13% | 165 |
|
|
2023
Q4 | $1.11M | Buy |
7,894
+31
| +0.4% | +$4.34K | 0.11% | 174 |
|
|
2023
Q3 | $876K | Hold |
7,863
| – | – | 0.1% | 191 |
|
|
2023
Q2 | $857K | Sell |
7,863
-380
| -5% | -$41.4K | 0.1% | 198 |
|
|
2023
Q1 | $913K | Sell |
8,243
-3
| -0% | -$332 | 0.1% | 194 |
|
|
2022
Q4 | $1.12M | Sell |
8,246
-19
| -0.2% | -$2.58K | 0.12% | 164 |
|
|
2022
Q3 | $1.03M | Buy |
8,265
+19
| +0.2% | +$2.37K | 0.12% | 157 |
|
|
2022
Q2 | $1.05M | Buy |
8,246
+4
| +0% | +$507 | 0.12% | 174 |
|
|
2022
Q1 | $1.14M | Hold |
8,242
| – | – | 0.11% | 186 |
|
|
2021
Q4 | $970K | Hold |
8,242
| – | – | 0.1% | 201 |
|
|
2021
Q3 | $1.05M | Buy |
8,242
+5,336
| +184% | +$679K | 0.12% | 182 |
|
|
2021
Q2 | $334K | Hold |
2,906
| – | – | 0.05% | 304 |
|
|
2021
Q1 | $334K | Sell |
2,906
-5,006
| -63% | -$575K | 0.06% | 248 |
|
|
2020
Q4 | $870K | Hold |
7,912
| – | – | 0.17% | 129 |
|
|
2020
Q3 | $745K | Buy |
7,912
+44
| +0.6% | +$4.14K | 0.18% | 118 |
|
|
2020
Q2 | $763K | Buy |
7,868
+5
| +0.1% | +$485 | 0.24% | 104 |
|
|
2020
Q1 | $721K | Buy |
7,863
+125
| +2% | +$11.5K | 0.26% | 95 |
|
|
2019
Q4 | $870K | Buy |
7,738
+1,415
| +22% | +$159K | 0.24% | 95 |
|
|
2019
Q3 | $687K | Hold |
6,323
| – | – | 0.22% | 107 |
|
|
2019
Q2 | $643K | Hold |
6,323
| – | – | 0.19% | 112 |
|
|
2019
Q1 | $596K | Hold |
6,323
| – | – | 0.18% | 120 |
|
|
2018
Q4 | $522K | Sell |
6,323
-73
| -1% | -$6.03K | 0.16% | 126 |
|
|
2018
Q3 | $631K | Buy |
6,396
+150
| +2% | +$14.8K | 0.14% | 139 |
|
|
2018
Q2 | $570K | Buy |
6,246
+650
| +12% | +$59.3K | 0.14% | 144 |
|
|
2018
Q1 | $531K | Hold |
5,596
| – | – | 0.1% | 186 |
|
|
2017
Q4 | $586K | Hold |
5,596
| – | – | 0.14% | 137 |
|
|
2017
Q3 | $514K | Sell |
5,596
-222
| -4% | -$20.4K | 0.13% | 147 |
|
|
2017
Q2 | $515K | Buy |
5,818
+222
| +4% | +$19.7K | 0.11% | 185 |
|
|
2017
Q1 | $456K | Hold |
5,596
| – | – | 0.1% | 189 |
|
|
2016
Q4 | $415K | Hold |
5,596
| – | – | 0.09% | 201 |
|
|
2016
Q3 | $387K | Buy |
5,596
+73
| +1% | +$5.05K | 0.09% | 205 |
|
|
2016
Q2 | $386K | Hold |
5,523
| – | – | 0.09% | 205 |
|
|
2016
Q1 | $372K | Hold |
5,523
| – | – | 0.09% | 207 |
|
|
2015
Q4 | $343K | Hold |
5,523
| – | – | 0.08% | 215 |
|
|
2015
Q3 | $322K | Hold |
5,523
| – | – | 0.08% | 221 |
|
|
2015
Q2 | $358K | Hold |
5,523
| – | – | 0.09% | 216 |
|
|
2015
Q1 | $393K | Hold |
5,523
| – | – | 0.1% | 205 |
|
|
2014
Q4 | $388K | Hold |
5,523
| – | – | 0.1% | 203 |
|
|
2014
Q3 | $339K | Hold |
5,523
| – | – | 0.1% | 213 |
|
|
2014
Q2 | $324K | Hold |
5,523
| – | – | 0.1% | 217 |
|
|
2014
Q1 | $312K | Sell |
5,523
-81
| -1% | -$4.58K | 0.1% | 210 |
|
|
2013
Q4 | $306K | Buy |
+5,604
| New | +$306K | 0.1% | 202 |
|
|
2013
Q3 | – | Sell |
-5,468
| Closed | -$263K | – | 264 |
|
|
2013
Q2 | $263K | Buy |
+5,468
| New | +$263K | 0.09% | 206 |
|