EFS
Essex Financial Services’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
3,135
-3,974
| -56% | -$408K | 0.02% | 528 |
|
|
2025
Q1 | $741K | Buy |
7,109
+3,162
| +80% | +$330K | 0.05% | 300 |
|
|
2024
Q4 | $358K | Sell |
3,947
-242
| -6% | -$22K | 0.03% | 447 |
|
|
2024
Q3 | $461K | Buy |
4,189
+103
| +3% | +$11.3K | 0.03% | 397 |
|
|
2024
Q2 | $453K | Buy |
4,086
+828
| +25% | +$91.8K | 0.03% | 392 |
|
|
2024
Q1 | $345K | Sell |
3,258
-901
| -22% | -$95.3K | 0.03% | 391 |
|
|
2023
Q4 | $479K | Sell |
4,159
-2,396
| -37% | -$276K | 0.05% | 313 |
|
|
2023
Q3 | $603K | Sell |
6,555
-170
| -3% | -$15.6K | 0.07% | 252 |
|
|
2023
Q2 | $766K | Buy |
6,725
+4,144
| +161% | +$472K | 0.09% | 213 |
|
|
2023
Q1 | $345K | Sell |
2,581
-947
| -27% | -$127K | 0.04% | 351 |
|
|
2022
Q4 | $478K | Sell |
3,528
-624
| -15% | -$84.5K | 0.05% | 283 |
|
|
2022
Q3 | $600K | Buy |
4,152
+12
| +0.3% | +$1.73K | 0.07% | 230 |
|
|
2022
Q2 | $697K | Buy |
4,140
+13
| +0.3% | +$2.19K | 0.08% | 227 |
|
|
2022
Q1 | $762K | Buy |
4,127
+218
| +6% | +$40.3K | 0.07% | 229 |
|
|
2021
Q4 | $816K | Sell |
3,909
-190
| -5% | -$39.7K | 0.08% | 226 |
|
|
2021
Q3 | $710K | Buy |
4,099
+166
| +4% | +$28.8K | 0.08% | 231 |
|
|
2021
Q2 | $677K | Hold |
3,933
| – | – | 0.1% | 200 |
|
|
2021
Q1 | $677K | Buy |
3,933
+1,237
| +46% | +$213K | 0.12% | 168 |
|
|
2020
Q4 | $429K | Sell |
2,696
-725
| -21% | -$115K | 0.08% | 203 |
|
|
2020
Q3 | $570K | Buy |
3,421
+1,316
| +63% | +$219K | 0.14% | 140 |
|
|
2020
Q2 | $352K | Buy |
2,105
+344
| +20% | +$57.5K | 0.11% | 176 |
|
|
2020
Q1 | $254K | Buy |
1,761
+336
| +24% | +$48.5K | 0.09% | 200 |
|
|
2019
Q4 | $203K | Buy |
+1,425
| New | +$203K | 0.06% | 251 |
|