EFS
Essex Financial Services’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
1,358
+188
| +16% | +$67.1K | 0.03% | 414 |
|
|
2025
Q1 | $467K | Sell |
1,170
-11
| -0.9% | -$4.39K | 0.03% | 396 |
|
|
2024
Q4 | $424K | Sell |
1,181
-96
| -8% | -$34.5K | 0.03% | 413 |
|
|
2024
Q3 | $455K | Buy |
1,277
+123
| +11% | +$43.8K | 0.03% | 398 |
|
|
2024
Q2 | $377K | Buy |
1,154
+158
| +16% | +$51.7K | 0.03% | 433 |
|
|
2024
Q1 | $332K | Buy |
996
+13
| +1% | +$4.34K | 0.03% | 397 |
|
|
2023
Q4 | $286K | Buy |
983
+43
| +5% | +$12.5K | 0.03% | 400 |
|
|
2023
Q3 | $305K | Buy |
940
+4
| +0.4% | +$1.3K | 0.04% | 368 |
|
|
2023
Q2 | $323K | Hold |
936
| – | – | 0.04% | 353 |
|
|
2023
Q1 | $295K | Sell |
936
-7
| -0.7% | -$2.21K | 0.03% | 385 |
|
|
2022
Q4 | $283K | Sell |
943
-2
| -0.2% | -$600 | 0.03% | 375 |
|
|
2022
Q3 | $253K | Buy |
945
+40
| +4% | +$10.7K | 0.03% | 375 |
|
|
2022
Q2 | $244K | Buy |
905
+3
| +0.3% | +$809 | 0.03% | 417 |
|
|
2022
Q1 | $294K | Sell |
902
-7
| -0.8% | -$2.28K | 0.03% | 379 |
|
|
2021
Q4 | $273K | Sell |
909
-217
| -19% | -$65.2K | 0.03% | 386 |
|
|
2021
Q3 | $322K | Sell |
1,126
-208
| -16% | -$59.5K | 0.04% | 335 |
|
|
2021
Q2 | $307K | Hold |
1,334
| – | – | 0.04% | 324 |
|
|
2021
Q1 | $307K | Sell |
1,334
-1,796
| -57% | -$413K | 0.06% | 265 |
|
|
2020
Q4 | $661K | Sell |
3,130
-41
| -1% | -$8.66K | 0.13% | 159 |
|
|
2020
Q3 | $654K | Sell |
3,171
-17
| -0.5% | -$3.51K | 0.16% | 128 |
|
|
2020
Q2 | $614K | Buy |
3,188
+17
| +0.5% | +$3.27K | 0.19% | 113 |
|
|
2020
Q1 | $523K | Hold |
3,171
| – | – | 0.19% | 121 |
|
|
2019
Q4 | $660K | Sell |
3,171
-50
| -2% | -$10.4K | 0.18% | 121 |
|
|
2019
Q3 | $623K | Hold |
3,221
| – | – | 0.2% | 117 |
|
|
2019
Q2 | $622K | Sell |
3,221
-56
| -2% | -$10.8K | 0.18% | 118 |
|
|
2019
Q1 | $559K | Hold |
3,277
| – | – | 0.17% | 123 |
|
|
2018
Q4 | $476K | Sell |
3,277
-35
| -1% | -$5.08K | 0.15% | 134 |
|
|
2018
Q3 | $509K | Hold |
3,312
| – | – | 0.11% | 157 |
|
|
2018
Q2 | $454K | Hold |
3,312
| – | – | 0.11% | 168 |
|
|
2018
Q1 | $465K | Hold |
3,312
| – | – | 0.09% | 210 |
|
|
2017
Q4 | $444K | Sell |
3,312
-425
| -11% | -$57K | 0.11% | 169 |
|
|
2017
Q3 | $546K | Hold |
3,737
| – | – | 0.13% | 143 |
|
|
2017
Q2 | $497K | Buy |
+3,737
| New | +$497K | 0.1% | 190 |
|
|
2017
Q1 | – | Sell |
-3,787
| Closed | -$422K | – | 327 |
|
|
2016
Q4 | $422K | Buy |
3,787
+100
| +3% | +$11.1K | 0.09% | 199 |
|
|
2016
Q3 | $400K | Buy |
+3,687
| New | +$400K | 0.1% | 201 |
|