EFS
Essex Financial Services’s Dorchester Minerals DMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $313K | Hold |
11,244
| – | – | 0.02% | 533 |
|
2025
Q1 | $338K | Hold |
11,244
| – | – | 0.02% | 470 |
|
2024
Q4 | $375K | Hold |
11,244
| – | – | 0.03% | 437 |
|
2024
Q3 | $370K | Hold |
11,244
| – | – | 0.03% | 444 |
|
2024
Q2 | $343K | Hold |
11,244
| – | – | 0.03% | 451 |
|
2024
Q1 | $379K | Hold |
11,244
| – | – | 0.04% | 376 |
|
2023
Q4 | $358K | Hold |
11,244
| – | – | 0.04% | 362 |
|
2023
Q3 | $327K | Hold |
11,244
| – | – | 0.04% | 357 |
|
2023
Q2 | $337K | Hold |
11,244
| – | – | 0.04% | 343 |
|
2023
Q1 | $341K | Hold |
11,244
| – | – | 0.04% | 355 |
|
2022
Q4 | $336K | Hold |
11,244
| – | – | 0.04% | 344 |
|
2022
Q3 | $281K | Hold |
11,244
| – | – | 0.03% | 352 |
|
2022
Q2 | $268K | Hold |
11,244
| – | – | 0.03% | 386 |
|
2022
Q1 | $292K | Buy |
11,244
+299
| +3% | +$7.77K | 0.03% | 381 |
|
2021
Q4 | $217K | Sell |
10,945
-121
| -1% | -$2.4K | 0.02% | 457 |
|
2021
Q3 | $212K | Buy |
11,066
+306
| +3% | +$5.86K | 0.02% | 431 |
|
2021
Q2 | $181K | Buy |
+10,760
| New | +$181K | 0.03% | 450 |
|