EFS
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Essex Financial Services’s Barings BDC BBDC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
26,320
+28
+0.1% +$256 0.02% 607
2025
Q1
$251K Buy
26,292
+551
+2% +$5.26K 0.02% 542
2024
Q4
$246K Buy
25,741
+7
+0% +$67 0.02% 541
2024
Q3
$252K Buy
+25,734
New +$252K 0.02% 535
2015
Q3
Sell
-9,257
Closed -$217K 325
2015
Q2
$217K Buy
+9,257
New +$217K 0.06% 295