EFS
Essex Financial Services’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
33,211
-3,935
| -11% | -$42.7K | 0.02% | 492 |
|
|
2025
Q1 | $373K | Sell |
37,146
-8,319
| -18% | -$83.4K | 0.03% | 447 |
|
|
2024
Q4 | $450K | Buy |
45,465
+10,679
| +31% | +$106K | 0.03% | 399 |
|
|
2024
Q3 | $386K | Sell |
34,786
-2,837
| -8% | -$31.5K | 0.03% | 431 |
|
|
2024
Q2 | $381K | Buy |
37,623
+5,018
| +15% | +$50.8K | 0.03% | 431 |
|
|
2024
Q1 | $433K | Buy |
32,605
+3,384
| +12% | +$44.9K | 0.04% | 354 |
|
|
2023
Q4 | $356K | Sell |
29,221
-10,754
| -27% | -$131K | 0.04% | 364 |
|
|
2023
Q3 | $496K | Sell |
39,975
-5,897
| -13% | -$73.2K | 0.06% | 278 |
|
|
2023
Q2 | $694K | Buy |
45,872
+2,627
| +6% | +$39.7K | 0.08% | 230 |
|
|
2023
Q1 | $545K | Sell |
43,245
-1,782
| -4% | -$22.5K | 0.06% | 272 |
|
|
2022
Q4 | $523K | Sell |
45,027
-5,460
| -11% | -$63.4K | 0.06% | 265 |
|
|
2022
Q3 | $565K | Buy |
50,487
+4,722
| +10% | +$52.8K | 0.07% | 234 |
|
|
2022
Q2 | $509K | Sell |
45,765
-4,058
| -8% | -$45.1K | 0.06% | 270 |
|
|
2022
Q1 | $843K | Buy |
49,823
+26,557
| +114% | +$449K | 0.08% | 223 |
|
|
2021
Q4 | $483K | Buy |
23,266
+5,476
| +31% | +$114K | 0.05% | 291 |
|
|
2021
Q3 | $252K | Buy |
17,790
+4,011
| +29% | +$56.8K | 0.03% | 387 |
|
|
2021
Q2 | $169K | Hold |
13,779
| – | – | 0.02% | 452 |
|
|
2021
Q1 | $169K | Buy |
13,779
+1,394
| +11% | +$17.1K | 0.03% | 344 |
|
|
2020
Q4 | $110K | Buy |
12,385
+1,399
| +13% | +$12.4K | 0.02% | 322 |
|
|
2020
Q3 | $73K | Buy |
+10,986
| New | +$73K | 0.02% | 284 |
|
|
2020
Q2 | – | Sell |
-24,385
| Closed | -$118K | – | 248 |
|
|
2020
Q1 | $118K | Sell |
24,385
-7,877
| -24% | -$38.1K | 0.04% | 234 |
|
|
2019
Q4 | $300K | Sell |
32,262
-8,955
| -22% | -$83.3K | 0.08% | 207 |
|
|
2019
Q3 | $378K | Sell |
41,217
-4,686
| -10% | -$43K | 0.12% | 161 |
|
|
2019
Q2 | $470K | Buy |
45,903
+1,434
| +3% | +$14.7K | 0.14% | 143 |
|
|
2019
Q1 | $390K | Buy |
44,469
+1,989
| +5% | +$17.4K | 0.12% | 152 |
|
|
2018
Q4 | $325K | Sell |
42,480
-3,152
| -7% | -$24.1K | 0.1% | 172 |
|
|
2018
Q3 | $422K | Buy |
45,632
+6,634
| +17% | +$61.4K | 0.09% | 179 |
|
|
2018
Q2 | $432K | Buy |
38,998
+459
| +1% | +$5.09K | 0.1% | 172 |
|
|
2018
Q1 | $427K | Buy |
38,539
+1,704
| +5% | +$18.9K | 0.08% | 221 |
|
|
2017
Q4 | $460K | Sell |
36,835
-3,400
| -8% | -$42.5K | 0.11% | 166 |
|
|
2017
Q3 | $482K | Buy |
40,235
+1,808
| +5% | +$21.7K | 0.12% | 153 |
|
|
2017
Q2 | $430K | Sell |
38,427
-411
| -1% | -$4.6K | 0.09% | 214 |
|
|
2017
Q1 | $452K | Sell |
38,838
-3,481
| -8% | -$40.5K | 0.1% | 190 |
|
|
2016
Q4 | $513K | Sell |
42,319
-2,279
| -5% | -$27.6K | 0.11% | 170 |
|
|
2016
Q3 | $538K | Sell |
44,598
-10,609
| -19% | -$128K | 0.13% | 154 |
|
|
2016
Q2 | $694K | Sell |
55,207
-591
| -1% | -$7.43K | 0.17% | 132 |
|
|
2016
Q1 | $753K | Buy |
55,798
+2,259
| +4% | +$30.5K | 0.19% | 121 |
|
|
2015
Q4 | $754K | Buy |
53,539
+3,096
| +6% | +$43.6K | 0.18% | 128 |
|
|
2015
Q3 | $685K | Buy |
50,443
+284
| +0.6% | +$3.86K | 0.18% | 132 |
|
|
2015
Q2 | $753K | Buy |
50,159
+2,237
| +5% | +$33.6K | 0.19% | 129 |
|
|
2015
Q1 | $773K | Sell |
47,922
-2,163
| -4% | -$34.9K | 0.2% | 129 |
|
|
2014
Q4 | $776K | Buy |
50,085
+51
| +0.1% | +$790 | 0.2% | 125 |
|
|
2014
Q3 | $740K | Buy |
50,034
+2,279
| +5% | +$33.7K | 0.22% | 113 |
|
|
2014
Q2 | $823K | Sell |
47,755
-8,470
| -15% | -$146K | 0.25% | 102 |
|
|
2014
Q1 | $877K | Buy |
56,225
+13,733
| +32% | +$214K | 0.29% | 84 |
|
|
2013
Q4 | $657K | Buy |
42,492
+7,330
| +21% | +$113K | 0.22% | 107 |
|
|
2013
Q3 | $593 | Sell |
35,162
-5,536
| -14% | -$93 | 0.19% | 114 |
|
|
2013
Q2 | $630K | Buy |
+40,698
| New | +$630K | 0.22% | 106 |
|