EFS
Essex Financial Services’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
4,544
+330
| +8% | +$91K | 0.08% | 214 |
|
|
2025
Q1 | $1.12M | Buy |
4,214
+252
| +6% | +$66.8K | 0.08% | 211 |
|
|
2024
Q4 | $920K | Buy |
3,962
+32
| +0.8% | +$7.43K | 0.07% | 249 |
|
|
2024
Q3 | $889K | Sell |
3,930
-641
| -14% | -$145K | 0.06% | 267 |
|
|
2024
Q2 | $938K | Buy |
4,571
+1,246
| +37% | +$256K | 0.07% | 248 |
|
|
2024
Q1 | $716K | Buy |
3,325
+45
| +1% | +$9.69K | 0.07% | 258 |
|
|
2023
Q4 | $691K | Buy |
3,280
+69
| +2% | +$14.5K | 0.07% | 247 |
|
|
2023
Q3 | $643K | Buy |
3,211
+112
| +4% | +$22.4K | 0.07% | 239 |
|
|
2023
Q2 | $574K | Sell |
3,099
-738
| -19% | -$137K | 0.07% | 256 |
|
|
2023
Q1 | $735K | Buy |
3,837
+377
| +11% | +$72.2K | 0.08% | 233 |
|
|
2022
Q4 | $581K | Sell |
3,460
-230
| -6% | -$38.6K | 0.06% | 250 |
|
|
2022
Q3 | $654K | Sell |
3,690
-1,239
| -25% | -$220K | 0.08% | 222 |
|
|
2022
Q2 | $1.01M | Sell |
4,929
-1,655
| -25% | -$339K | 0.11% | 177 |
|
|
2022
Q1 | $1.57M | Sell |
6,584
-507
| -7% | -$121K | 0.15% | 140 |
|
|
2021
Q4 | $1.62M | Buy |
7,091
+2,899
| +69% | +$662K | 0.16% | 138 |
|
|
2021
Q3 | $811K | Buy |
4,192
+1,868
| +80% | +$361K | 0.09% | 210 |
|
|
2021
Q2 | $475K | Hold |
2,324
| – | – | 0.07% | 241 |
|
|
2021
Q1 | $475K | Buy |
2,324
+1,222
| +111% | +$250K | 0.09% | 199 |
|
|
2020
Q4 | $201K | Buy |
+1,102
| New | +$201K | 0.04% | 306 |
|
|
2019
Q1 | – | Sell |
-2,153
| Closed | -$405K | – | 240 |
|
|
2018
Q4 | $405K | Sell |
2,153
-1,360
| -39% | -$256K | 0.12% | 150 |
|
|
2018
Q3 | $598K | Hold |
3,513
| – | – | 0.13% | 142 |
|
|
2018
Q2 | $576K | Buy |
3,513
+650
| +23% | +$107K | 0.14% | 141 |
|
|
2018
Q1 | $463K | Buy |
2,863
+500
| +21% | +$80.9K | 0.09% | 212 |
|
|
2017
Q4 | $345K | Buy |
+2,363
| New | +$345K | 0.08% | 194 |
|