EFS
Essex Financial Services’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
21,377
+1,338
| +7% | +$39.2K | 0.04% | 364 |
|
|
2025
Q1 | $478K | Hold |
20,039
| – | – | 0.03% | 394 |
|
|
2024
Q4 | $342K | Hold |
20,039
| – | – | 0.02% | 458 |
|
|
2024
Q3 | $352K | Hold |
20,039
| – | – | 0.03% | 450 |
|
|
2024
Q2 | $287K | Sell |
20,039
-145
| -0.7% | -$2.08K | 0.02% | 495 |
|
|
2024
Q1 | $318K | Hold |
20,184
| – | – | 0.03% | 406 |
|
|
2023
Q4 | $273K | Hold |
20,184
| – | – | 0.03% | 413 |
|
|
2023
Q3 | $222K | Hold |
20,184
| – | – | 0.03% | 426 |
|
|
2023
Q2 | $213K | Buy |
+20,184
| New | +$213K | 0.02% | 438 |
|