Essex Financial Services’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57M Sell
22,644
-394
-2% -$44.7K 0.17% 131
2025
Q1
$3.05M Buy
23,038
+212
+0.9% +$28K 0.22% 104
2024
Q4
$1.94M Sell
22,826
-2,328
-9% -$197K 0.14% 139
2024
Q3
$2.53M Buy
25,154
+1,186
+5% +$119K 0.18% 111
2024
Q2
$1.92M Sell
23,968
-731
-3% -$58.7K 0.14% 141
2024
Q1
$1.79M Buy
24,699
+2,873
+13% +$208K 0.16% 125
2023
Q4
$1.69M Sell
21,826
-1,631
-7% -$126K 0.17% 123
2023
Q3
$2.03M Sell
23,457
-496
-2% -$43K 0.24% 94
2023
Q2
$2M Sell
23,953
-145
-0.6% -$12.1K 0.23% 94
2023
Q1
$2.46M Sell
24,098
-677
-3% -$69.2K 0.26% 92
2022
Q4
$2.18M Sell
24,775
-2,395
-9% -$211K 0.23% 100
2022
Q3
$2.17M Sell
27,170
-2,674
-9% -$214K 0.26% 92
2022
Q2
$3.39M Buy
29,844
+681
+2% +$77.4K 0.38% 64
2022
Q1
$3.17M Sell
29,163
-1,122
-4% -$122K 0.3% 79
2021
Q4
$3.6M Sell
30,285
-3,553
-11% -$422K 0.36% 66
2021
Q3
$5.01M Buy
33,838
+177
+0.5% +$26.2K 0.57% 39
2021
Q2
$7.63M Hold
33,661
1.11% 13
2021
Q1
$7.63M Buy
33,661
+606
+2% +$137K 1.37% 11
2020
Q4
$7.69M Buy
33,055
+3,308
+11% +$770K 1.52% 10
2020
Q3
$8.75M Buy
29,747
+5,312
+22% +$1.56M 2.15% 8
2020
Q2
$5.27M Sell
24,435
-1,719
-7% -$371K 1.63% 8
2020
Q1
$5.09M Buy
26,154
+1,459
+6% +$284K 1.81% 8
2019
Q4
$5.24M Buy
24,695
+887
+4% +$188K 1.44% 13
2019
Q3
$3.98M Buy
23,808
+1,537
+7% +$257K 1.28% 17
2019
Q2
$3.77M Sell
22,271
-90
-0.4% -$15.3K 1.11% 20
2019
Q1
$4.08M Buy
22,361
+4,465
+25% +$815K 1.23% 20
2018
Q4
$2.45M Sell
17,896
-318
-2% -$43.6K 0.75% 36
2018
Q3
$3M Buy
18,214
+1,594
+10% +$263K 0.66% 42
2018
Q2
$3.08M Sell
16,620
-270
-2% -$50.1K 0.74% 37
2018
Q1
$3.1M Buy
16,890
+685
+4% +$126K 0.61% 48
2017
Q4
$2.79M Sell
16,205
-532
-3% -$91.7K 0.66% 42
2017
Q3
$2.89M Buy
16,737
+3,591
+27% +$620K 0.71% 41
2017
Q2
$1.85M Buy
13,146
+225
+2% +$31.7K 0.39% 64
2017
Q1
$1.39M Buy
12,921
+1,195
+10% +$129K 0.32% 78
2016
Q4
$1.03M Buy
11,726
+2,427
+26% +$213K 0.22% 109
2016
Q3
$983K Sell
9,299
-450
-5% -$47.6K 0.23% 106
2016
Q2
$775K Buy
9,749
+945
+11% +$75.1K 0.19% 124
2016
Q1
$696K Sell
8,804
-976
-10% -$77.2K 0.17% 134
2015
Q4
$795K Buy
9,780
+329
+3% +$26.7K 0.19% 122
2015
Q3
$557K Buy
9,451
+975
+12% +$57.5K 0.14% 157
2015
Q2
$697K Buy
8,476
+4,655
+122% +$383K 0.18% 134
2015
Q1
$318K Buy
+3,821
New +$318K 0.08% 229