EFS
Essex Financial Services’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
10,515
+4,288
| +69% | +$294K | 0.05% | 332 |
|
|
2025
Q1 | $465K | Sell |
6,227
-4,163
| -40% | -$311K | 0.03% | 399 |
|
|
2024
Q4 | $792K | Buy |
10,390
+3,328
| +47% | +$254K | 0.06% | 285 |
|
|
2024
Q3 | $600K | Sell |
7,062
-4,709
| -40% | -$400K | 0.04% | 343 |
|
|
2024
Q2 | $924K | Buy |
11,771
+6,551
| +125% | +$514K | 0.07% | 252 |
|
|
2024
Q1 | $400K | Sell |
5,220
-88
| -2% | -$6.75K | 0.04% | 368 |
|
|
2023
Q4 | $408K | Buy |
5,308
+23
| +0.4% | +$1.77K | 0.04% | 340 |
|
|
2023
Q3 | $394K | Buy |
5,285
+169
| +3% | +$12.6K | 0.05% | 323 |
|
|
2023
Q2 | $365K | Sell |
5,116
-25
| -0.5% | -$1.79K | 0.04% | 330 |
|
|
2023
Q1 | $369K | Buy |
5,141
+548
| +12% | +$39.3K | 0.04% | 340 |
|
|
2022
Q4 | $315K | Buy |
4,593
+1
| +0% | +$69 | 0.03% | 351 |
|
|
2022
Q3 | $231K | Sell |
4,592
-375
| -8% | -$18.9K | 0.03% | 402 |
|
|
2022
Q2 | $276K | Sell |
4,967
-900
| -15% | -$50K | 0.03% | 375 |
|
|
2022
Q1 | $432K | Sell |
5,867
-250
| -4% | -$18.4K | 0.04% | 311 |
|
|
2021
Q4 | $494K | Sell |
6,117
-213
| -3% | -$17.2K | 0.05% | 287 |
|
|
2021
Q3 | $430K | Sell |
6,330
-420
| -6% | -$28.5K | 0.05% | 288 |
|
|
2021
Q2 | $522K | Hold |
6,750
| – | – | 0.08% | 230 |
|
|
2021
Q1 | $522K | Buy |
6,750
+14
| +0.2% | +$1.08K | 0.09% | 192 |
|
|
2020
Q4 | $479K | Sell |
6,736
-392
| -5% | -$27.9K | 0.09% | 191 |
|
|
2020
Q3 | $395K | Buy |
7,128
+1,798
| +34% | +$99.6K | 0.1% | 187 |
|
|
2020
Q2 | $283K | Sell |
5,330
-1,436
| -21% | -$76.2K | 0.09% | 198 |
|
|
2020
Q1 | $231K | Sell |
6,766
-3,083
| -31% | -$105K | 0.08% | 215 |
|
|
2019
Q4 | $632K | Sell |
9,849
-659
| -6% | -$42.3K | 0.17% | 129 |
|
|
2019
Q3 | $749K | Sell |
10,508
-5,840
| -36% | -$416K | 0.24% | 96 |
|
|
2019
Q2 | $1.23M | Sell |
16,348
-35,341
| -68% | -$2.65M | 0.36% | 71 |
|
|
2019
Q1 | $2.76M | Sell |
51,689
-989
| -2% | -$52.7K | 0.83% | 33 |
|
|
2018
Q4 | $2.82M | Sell |
52,678
-2,552
| -5% | -$136K | 0.86% | 30 |
|
|
2018
Q3 | $3.55M | Buy |
55,230
+743
| +1% | +$47.8K | 0.78% | 34 |
|
|
2018
Q2 | $3.59M | Buy |
54,487
+453
| +0.8% | +$29.9K | 0.87% | 31 |
|
|
2018
Q1 | $3.44M | Buy |
54,034
+1,506
| +3% | +$95.9K | 0.68% | 41 |
|
|
2017
Q4 | $3.74M | Buy |
52,528
+80
| +0.2% | +$5.7K | 0.89% | 32 |
|
|
2017
Q3 | $3.63M | Buy |
52,448
+45,147
| +618% | +$3.13M | 0.89% | 32 |
|
|
2017
Q2 | $460K | Buy |
7,301
+470
| +7% | +$29.6K | 0.1% | 200 |
|
|
2017
Q1 | $434K | Sell |
6,831
-1,782
| -21% | -$113K | 0.1% | 196 |
|
|
2016
Q4 | $493K | Buy |
8,613
+58
| +0.7% | +$3.32K | 0.11% | 178 |
|
|
2016
Q3 | $445K | Buy |
8,555
+1,591
| +23% | +$82.8K | 0.11% | 178 |
|
|
2016
Q2 | $346K | Sell |
6,964
-872
| -11% | -$43.3K | 0.08% | 220 |
|
|
2016
Q1 | $399K | Buy |
7,836
+200
| +3% | +$10.2K | 0.1% | 198 |
|
|
2015
Q4 | $393K | Sell |
7,636
-250
| -3% | -$12.9K | 0.09% | 203 |
|
|
2015
Q3 | $334K | Buy |
7,886
+600
| +8% | +$25.4K | 0.09% | 217 |
|
|
2015
Q2 | $373K | Buy |
7,286
+1,150
| +19% | +$58.9K | 0.1% | 213 |
|
|
2015
Q1 | $294K | Buy |
6,136
+200
| +3% | +$9.58K | 0.08% | 246 |
|
|
2014
Q4 | $271K | Buy |
5,936
+69
| +1% | +$3.15K | 0.07% | 246 |
|
|
2014
Q3 | $308K | Sell |
5,867
-150
| -2% | -$7.88K | 0.09% | 220 |
|
|
2014
Q2 | $310K | Hold |
6,017
| – | – | 0.09% | 224 |
|
|
2014
Q1 | $292K | Hold |
6,017
| – | – | 0.1% | 219 |
|
|
2013
Q4 | $267K | Sell |
6,017
-553
| -8% | -$24.5K | 0.09% | 221 |
|
|
2013
Q3 | $252 | Buy |
+6,570
| New | +$252 | 0.08% | 211 |
|