EFS
Essex Financial Services’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
6,144
-147
| -2% | -$30.8K | 0.08% | 208 |
|
|
2025
Q1 | $1.07M | Sell |
6,291
-526
| -8% | -$89.7K | 0.08% | 216 |
|
|
2024
Q4 | $1.21M | Buy |
6,817
+229
| +3% | +$40.5K | 0.09% | 200 |
|
|
2024
Q3 | $1.05M | Sell |
6,588
-1,385
| -17% | -$221K | 0.08% | 232 |
|
|
2024
Q2 | $1.35M | Buy |
7,973
+37
| +0.5% | +$6.25K | 0.1% | 189 |
|
|
2024
Q1 | $1.53M | Sell |
7,936
-158
| -2% | -$30.5K | 0.14% | 148 |
|
|
2023
Q4 | $2.11M | Buy |
8,094
+66
| +0.8% | +$17.2K | 0.22% | 100 |
|
|
2023
Q3 | $1.54M | Buy |
8,028
+621
| +8% | +$119K | 0.18% | 120 |
|
|
2023
Q2 | $1.56M | Sell |
7,407
-265
| -3% | -$56K | 0.18% | 121 |
|
|
2023
Q1 | $1.63M | Buy |
7,672
+328
| +4% | +$69.7K | 0.17% | 123 |
|
|
2022
Q4 | $1.4M | Buy |
7,344
+150
| +2% | +$28.6K | 0.15% | 140 |
|
|
2022
Q3 | $871K | Buy |
7,194
+167
| +2% | +$20.2K | 0.1% | 180 |
|
|
2022
Q2 | $961K | Sell |
7,027
-391
| -5% | -$53.5K | 0.11% | 184 |
|
|
2022
Q1 | $1.42M | Sell |
7,418
-392
| -5% | -$75.1K | 0.14% | 155 |
|
|
2021
Q4 | $1.57M | Buy |
7,810
+353
| +5% | +$71.1K | 0.16% | 143 |
|
|
2021
Q3 | $1.64M | Buy |
7,457
+739
| +11% | +$163K | 0.19% | 127 |
|
|
2021
Q2 | $1.71M | Hold |
6,718
| – | – | 0.25% | 99 |
|
|
2021
Q1 | $1.71M | Buy |
6,718
+329
| +5% | +$83.8K | 0.31% | 86 |
|
|
2020
Q4 | $1.37M | Buy |
6,389
+616
| +11% | +$132K | 0.27% | 93 |
|
|
2020
Q3 | $954K | Sell |
5,773
-138
| -2% | -$22.8K | 0.23% | 100 |
|
|
2020
Q2 | $1.08M | Buy |
5,911
+27
| +0.5% | +$4.95K | 0.33% | 77 |
|
|
2020
Q1 | $877K | Sell |
5,884
-1,032
| -15% | -$154K | 0.31% | 85 |
|
|
2019
Q4 | $2.25M | Buy |
6,916
+42
| +0.6% | +$13.7K | 0.62% | 49 |
|
|
2019
Q3 | $2.62M | Sell |
6,874
-15,763
| -70% | -$6M | 0.84% | 30 |
|
|
2019
Q2 | $8.24M | Sell |
22,637
-1,175
| -5% | -$428K | 2.43% | 8 |
|
|
2019
Q1 | $9.08M | Sell |
23,812
-1,066
| -4% | -$407K | 2.74% | 6 |
|
|
2018
Q4 | $8.02M | Sell |
24,878
-2,999
| -11% | -$967K | 2.46% | 7 |
|
|
2018
Q3 | $10.4M | Sell |
27,877
-348
| -1% | -$129K | 2.28% | 7 |
|
|
2018
Q2 | $9.47M | Buy |
28,225
+612
| +2% | +$205K | 2.28% | 6 |
|
|
2018
Q1 | $9.05M | Sell |
27,613
-4,885
| -15% | -$1.6M | 1.78% | 8 |
|
|
2017
Q4 | $9.58M | Sell |
32,498
-569
| -2% | -$168K | 2.28% | 6 |
|
|
2017
Q3 | $8.41M | Buy |
33,067
+2
| +0% | +$508 | 2.06% | 8 |
|
|
2017
Q2 | $6.54M | Buy |
33,065
+2,075
| +7% | +$410K | 1.38% | 11 |
|
|
2017
Q1 | $5.48M | Sell |
30,990
-2,024
| -6% | -$358K | 1.26% | 18 |
|
|
2016
Q4 | $5.14M | Buy |
33,014
+1,338
| +4% | +$208K | 1.1% | 20 |
|
|
2016
Q3 | $4.18M | Buy |
31,676
+258
| +0.8% | +$34K | 0.99% | 22 |
|
|
2016
Q2 | $4.08M | Buy |
31,418
+99
| +0.3% | +$12.9K | 0.99% | 21 |
|
|
2016
Q1 | $3.98M | Buy |
31,319
+112
| +0.4% | +$14.2K | 0.98% | 24 |
|
|
2015
Q4 | $4.51M | Sell |
31,207
-211
| -0.7% | -$30.5K | 1.08% | 20 |
|
|
2015
Q3 | $4.11M | Buy |
31,418
+21,496
| +217% | +$2.81M | 1.07% | 18 |
|
|
2015
Q2 | $1.38M | Sell |
9,922
-364
| -4% | -$50.5K | 0.35% | 73 |
|
|
2015
Q1 | $1.54M | Buy |
10,286
+192
| +2% | +$28.8K | 0.4% | 64 |
|
|
2014
Q4 | $1.31M | Buy |
10,094
+465
| +5% | +$60.4K | 0.34% | 74 |
|
|
2014
Q3 | $1.23M | Buy |
9,629
+269
| +3% | +$34.3K | 0.37% | 68 |
|
|
2014
Q2 | $1.19M | Buy |
9,360
+1
| +0% | +$127 | 0.36% | 71 |
|
|
2014
Q1 | $1.17M | Buy |
9,359
+1,170
| +14% | +$147K | 0.38% | 65 |
|
|
2013
Q4 | $1.12M | Sell |
8,189
-1,988
| -20% | -$271K | 0.38% | 66 |
|
|
2013
Q3 | $1.2K | Buy |
10,177
+95
| +0.9% | +$11 | 0.38% | 53 |
|
|
2013
Q2 | $1.03M | Buy |
+10,082
| New | +$1.03M | 0.36% | 64 |
|