EFS
Essex Financial Services’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
37,546
-1,012
| -3% | -$31.4K | 0.08% | 228 |
|
|
2025
Q1 | $1.32M | Buy |
38,558
+102
| +0.3% | +$3.48K | 0.09% | 193 |
|
|
2024
Q4 | $1.21M | Sell |
38,456
-2,627
| -6% | -$82.4K | 0.09% | 202 |
|
|
2024
Q3 | $1.19M | Sell |
41,083
-465
| -1% | -$13.5K | 0.09% | 204 |
|
|
2024
Q2 | $1.22M | Buy |
41,548
+17,775
| +75% | +$521K | 0.09% | 200 |
|
|
2024
Q1 | $694K | Buy |
23,773
+1,056
| +5% | +$30.8K | 0.06% | 263 |
|
|
2023
Q4 | $599K | Sell |
22,717
-315
| -1% | -$8.3K | 0.06% | 272 |
|
|
2023
Q3 | $630K | Buy |
23,032
+474
| +2% | +$13K | 0.07% | 244 |
|
|
2023
Q2 | $594K | Buy |
22,558
+1,259
| +6% | +$33.2K | 0.07% | 251 |
|
|
2023
Q1 | $552K | Sell |
21,299
-309
| -1% | -$8K | 0.06% | 270 |
|
|
2022
Q4 | $521K | Sell |
21,608
-3,413
| -14% | -$82.3K | 0.06% | 266 |
|
|
2022
Q3 | $595K | Sell |
25,021
-79
| -0.3% | -$1.88K | 0.07% | 232 |
|
|
2022
Q2 | $612K | Buy |
25,100
+406
| +2% | +$9.9K | 0.07% | 246 |
|
|
2022
Q1 | $637K | Sell |
24,694
-194
| -0.8% | -$5K | 0.06% | 253 |
|
|
2021
Q4 | $547K | Buy |
24,888
+1,182
| +5% | +$26K | 0.05% | 270 |
|
|
2021
Q3 | $513K | Buy |
23,706
+6,112
| +35% | +$132K | 0.06% | 263 |
|
|
2021
Q2 | $387K | Hold |
17,594
| – | – | 0.06% | 272 |
|
|
2021
Q1 | $387K | Buy |
17,594
+492
| +3% | +$10.8K | 0.07% | 222 |
|
|
2020
Q4 | $339K | Sell |
17,102
-5,955
| -26% | -$118K | 0.07% | 232 |
|
|
2020
Q3 | $364K | Buy |
23,057
+1,208
| +6% | +$19.1K | 0.09% | 200 |
|
|
2020
Q2 | $397K | Buy |
21,849
+589
| +3% | +$10.7K | 0.12% | 158 |
|
|
2020
Q1 | $304K | Sell |
21,260
-696
| -3% | -$9.95K | 0.11% | 178 |
|
|
2019
Q4 | $618K | Sell |
21,956
-5
| -0% | -$141 | 0.17% | 133 |
|
|
2019
Q3 | $628K | Sell |
21,961
-676
| -3% | -$19.3K | 0.2% | 116 |
|
|
2019
Q2 | $654K | Sell |
22,637
-1,911
| -8% | -$55.2K | 0.19% | 110 |
|
|
2019
Q1 | $714K | Buy |
24,548
+264
| +1% | +$7.68K | 0.22% | 95 |
|
|
2018
Q4 | $597K | Buy |
24,284
+319
| +1% | +$7.84K | 0.18% | 116 |
|
|
2018
Q3 | $689K | Sell |
23,965
-193
| -0.8% | -$5.55K | 0.15% | 129 |
|
|
2018
Q2 | $668K | Sell |
24,158
-2,577
| -10% | -$71.3K | 0.16% | 130 |
|
|
2018
Q1 | $654K | Buy |
26,735
+421
| +2% | +$10.3K | 0.13% | 166 |
|
|
2017
Q4 | $698K | Sell |
26,314
-3,403
| -11% | -$90.3K | 0.17% | 124 |
|
|
2017
Q3 | $775K | Sell |
29,717
-309
| -1% | -$8.06K | 0.19% | 112 |
|
|
2017
Q2 | $813K | Sell |
30,026
-8,083
| -21% | -$219K | 0.17% | 132 |
|
|
2017
Q1 | $1.05M | Buy |
38,109
+750
| +2% | +$20.7K | 0.24% | 102 |
|
|
2016
Q4 | $1.01M | Buy |
37,359
+1,136
| +3% | +$30.7K | 0.22% | 111 |
|
|
2016
Q3 | $1M | Sell |
36,223
-1,540
| -4% | -$42.6K | 0.24% | 103 |
|
|
2016
Q2 | $1.11M | Hold |
37,763
| – | – | 0.27% | 93 |
|
|
2016
Q1 | $930K | Sell |
37,763
-1,016
| -3% | -$25K | 0.23% | 106 |
|
|
2015
Q4 | $992K | Sell |
38,779
-8,285
| -18% | -$212K | 0.24% | 103 |
|
|
2015
Q3 | $1.17M | Sell |
47,064
-2,677
| -5% | -$66.7K | 0.3% | 82 |
|
|
2015
Q2 | $1.49M | Sell |
49,741
-3,233
| -6% | -$96.7K | 0.38% | 70 |
|
|
2015
Q1 | $1.74M | Sell |
52,974
-2,915
| -5% | -$96K | 0.45% | 58 |
|
|
2014
Q4 | $2.02M | Buy |
55,889
+5,487
| +11% | +$198K | 0.53% | 49 |
|
|
2014
Q3 | $2.03M | Buy |
50,402
+24,696
| +96% | +$995K | 0.61% | 39 |
|
|
2014
Q2 | $2.01M | Buy |
25,706
+1,143
| +5% | +$89.5K | 0.6% | 37 |
|
|
2014
Q1 | $1.7M | Hold |
24,563
| – | – | 0.56% | 42 |
|
|
2013
Q4 | $1.63M | Sell |
24,563
-1,393
| -5% | -$92.4K | 0.55% | 43 |
|
|
2013
Q3 | $1.58K | Buy |
25,956
+2,021
| +8% | +$123 | 0.5% | 41 |
|
|
2013
Q2 | $1.49M | Buy |
+23,935
| New | +$1.49M | 0.52% | 42 |
|