EFS
Essex Financial Services’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
12,170
-12,982
| -52% | -$344K | 0.02% | 526 |
|
|
2025
Q1 | $878K | Sell |
25,152
-1,853
| -7% | -$64.7K | 0.06% | 254 |
|
|
2024
Q4 | $1.08M | Sell |
27,005
-524
| -2% | -$21K | 0.08% | 224 |
|
|
2024
Q3 | $1.43M | Sell |
27,529
-8,016
| -23% | -$417K | 0.1% | 183 |
|
|
2024
Q2 | $1.87M | Buy |
35,545
+12,970
| +57% | +$683K | 0.14% | 143 |
|
|
2024
Q1 | $1.31M | Buy |
22,575
+1,179
| +6% | +$68.3K | 0.12% | 174 |
|
|
2023
Q4 | $1.17M | Buy |
21,396
+768
| +4% | +$42.1K | 0.12% | 165 |
|
|
2023
Q3 | $1.06M | Buy |
20,628
+693
| +3% | +$35.7K | 0.12% | 169 |
|
|
2023
Q2 | $1.06M | Sell |
19,935
-5,971
| -23% | -$318K | 0.12% | 167 |
|
|
2023
Q1 | $1.42M | Buy |
25,906
+166
| +0.6% | +$9.1K | 0.15% | 142 |
|
|
2022
Q4 | $1.3M | Sell |
25,740
-813
| -3% | -$41K | 0.14% | 147 |
|
|
2022
Q3 | $1.17M | Buy |
26,553
+1,859
| +8% | +$81.6K | 0.14% | 148 |
|
|
2022
Q2 | $1.27M | Buy |
24,694
+2,756
| +13% | +$142K | 0.14% | 144 |
|
|
2022
Q1 | $1.4M | Sell |
21,938
-602
| -3% | -$38.4K | 0.13% | 156 |
|
|
2021
Q4 | $1.28M | Sell |
22,540
-2,741
| -11% | -$155K | 0.13% | 167 |
|
|
2021
Q3 | $1.46M | Buy |
25,281
+14,144
| +127% | +$814K | 0.17% | 143 |
|
|
2021
Q2 | $712K | Hold |
11,137
| – | – | 0.1% | 198 |
|
|
2021
Q1 | $712K | Sell |
11,137
-276
| -2% | -$17.6K | 0.13% | 166 |
|
|
2020
Q4 | $633K | Sell |
11,413
-860
| -7% | -$47.7K | 0.13% | 161 |
|
|
2020
Q3 | $577K | Buy |
12,273
+2,276
| +23% | +$107K | 0.14% | 139 |
|
|
2020
Q2 | $407K | Sell |
9,997
-1,600
| -14% | -$65.1K | 0.13% | 155 |
|
|
2020
Q1 | $339K | Sell |
11,597
-31
| -0.3% | -$906 | 0.12% | 168 |
|
|
2019
Q4 | $636K | Sell |
11,628
-74
| -0.6% | -$4.05K | 0.18% | 127 |
|
|
2019
Q3 | $558K | Sell |
11,702
-5,692
| -33% | -$271K | 0.18% | 126 |
|
|
2019
Q2 | $858K | Buy |
+17,394
| New | +$858K | 0.25% | 90 |
|