EFS
Essex Financial Services’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
17,158
+240
| +1% | +$20.4K | 0.1% | 193 |
|
|
2025
Q1 | $1.2M | Sell |
16,918
-965
| -5% | -$68.5K | 0.09% | 204 |
|
|
2024
Q4 | $1.26M | Buy |
17,883
+331
| +2% | +$23.3K | 0.09% | 193 |
|
|
2024
Q3 | $1.12M | Sell |
17,552
-1,015
| -5% | -$64.5K | 0.08% | 216 |
|
|
2024
Q2 | $1.08M | Buy |
18,567
+2,746
| +17% | +$159K | 0.08% | 220 |
|
|
2024
Q1 | $1M | Buy |
15,821
+50
| +0.3% | +$3.16K | 0.09% | 210 |
|
|
2023
Q4 | $811K | Buy |
15,771
+254
| +2% | +$13.1K | 0.08% | 228 |
|
|
2023
Q3 | $638K | Sell |
15,517
-1,055
| -6% | -$43.4K | 0.07% | 240 |
|
|
2023
Q2 | $763K | Sell |
16,572
-111
| -0.7% | -$5.11K | 0.09% | 215 |
|
|
2023
Q1 | $782K | Sell |
16,683
-1,788
| -10% | -$83.8K | 0.08% | 220 |
|
|
2022
Q4 | $835K | Sell |
18,471
-2,375
| -11% | -$107K | 0.09% | 206 |
|
|
2022
Q3 | $869K | Sell |
20,846
-541
| -3% | -$22.6K | 0.1% | 181 |
|
|
2022
Q2 | $984K | Buy |
21,387
+555
| +3% | +$25.5K | 0.11% | 179 |
|
|
2022
Q1 | $1.11M | Sell |
20,832
-3,483
| -14% | -$186K | 0.11% | 191 |
|
|
2021
Q4 | $1.47M | Sell |
24,315
-376
| -2% | -$22.7K | 0.15% | 152 |
|
|
2021
Q3 | $1.73M | Buy |
24,691
+9,378
| +61% | +$658K | 0.2% | 122 |
|
|
2021
Q2 | $1.11M | Hold |
15,313
| – | – | 0.16% | 136 |
|
|
2021
Q1 | $1.11M | Buy |
15,313
+788
| +5% | +$57.3K | 0.2% | 114 |
|
|
2020
Q4 | $896K | Sell |
14,525
-2,525
| -15% | -$156K | 0.18% | 127 |
|
|
2020
Q3 | $735K | Buy |
17,050
+140
| +0.8% | +$6.04K | 0.18% | 119 |
|
|
2020
Q2 | $864K | Sell |
16,910
-2,693
| -14% | -$138K | 0.27% | 93 |
|
|
2020
Q1 | $826K | Sell |
19,603
-2,627
| -12% | -$111K | 0.29% | 90 |
|
|
2019
Q4 | $1.78M | Buy |
22,230
+438
| +2% | +$35K | 0.49% | 59 |
|
|
2019
Q3 | $1.51M | Sell |
21,792
-936
| -4% | -$64.6K | 0.49% | 61 |
|
|
2019
Q2 | $1.59M | Buy |
22,728
+153
| +0.7% | +$10.7K | 0.47% | 60 |
|
|
2019
Q1 | $1.41M | Sell |
22,575
-1,636
| -7% | -$102K | 0.42% | 64 |
|
|
2018
Q4 | $1.26M | Sell |
24,211
-4,501
| -16% | -$234K | 0.39% | 69 |
|
|
2018
Q3 | $2.06M | Buy |
28,712
+568
| +2% | +$40.8K | 0.45% | 60 |
|
|
2018
Q2 | $1.88M | Sell |
28,144
-691
| -2% | -$46.2K | 0.45% | 60 |
|
|
2018
Q1 | $1.95M | Sell |
28,835
-837
| -3% | -$56.5K | 0.38% | 71 |
|
|
2017
Q4 | $2.21M | Buy |
29,672
+532
| +2% | +$39.6K | 0.52% | 52 |
|
|
2017
Q3 | $2.12M | Buy |
29,140
+1,488
| +5% | +$108K | 0.52% | 52 |
|
|
2017
Q2 | $1.85M | Buy |
27,652
+2,563
| +10% | +$171K | 0.39% | 65 |
|
|
2017
Q1 | $1.5M | Sell |
25,089
-2,588
| -9% | -$155K | 0.34% | 72 |
|
|
2016
Q4 | $1.65M | Sell |
27,677
-538
| -2% | -$32K | 0.35% | 70 |
|
|
2016
Q3 | $1.33M | Buy |
28,215
+1,424
| +5% | +$67.3K | 0.32% | 85 |
|
|
2016
Q2 | $1.14M | Sell |
26,791
-5,168
| -16% | -$219K | 0.27% | 91 |
|
|
2016
Q1 | $1.33M | Sell |
31,959
-3,801
| -11% | -$159K | 0.33% | 79 |
|
|
2015
Q4 | $1.85M | Buy |
35,760
+5,511
| +18% | +$285K | 0.44% | 61 |
|
|
2015
Q3 | $1.5M | Sell |
30,249
-22
| -0.1% | -$1.09K | 0.39% | 66 |
|
|
2015
Q2 | $1.67M | Sell |
30,271
-1,800
| -6% | -$99.4K | 0.43% | 62 |
|
|
2015
Q1 | $1.65M | Sell |
32,071
-4,596
| -13% | -$237K | 0.42% | 59 |
|
|
2014
Q4 | $1.98M | Buy |
36,667
+8,206
| +29% | +$444K | 0.52% | 50 |
|
|
2014
Q3 | $1.48M | Buy |
28,461
+1,393
| +5% | +$72.2K | 0.44% | 57 |
|
|
2014
Q2 | $1.28M | Buy |
27,068
+4,022
| +17% | +$189K | 0.38% | 65 |
|
|
2014
Q1 | $1.1M | Buy |
23,046
+1,847
| +9% | +$87.9K | 0.36% | 69 |
|
|
2013
Q4 | $1.11M | Buy |
21,199
+773
| +4% | +$40.3K | 0.37% | 67 |
|
|
2013
Q3 | $991 | Buy |
20,426
+262
| +1% | +$13 | 0.31% | 67 |
|
|
2013
Q2 | $967K | Buy |
+20,164
| New | +$967K | 0.34% | 71 |
|