EFS
Essex Financial Services’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
14,107
-704
| -5% | -$205K | 0.27% | 81 |
|
|
2025
Q1 | $4.04M | Sell |
14,811
-599
| -4% | -$163K | 0.29% | 80 |
|
|
2024
Q4 | $4.06M | Sell |
15,410
-672
| -4% | -$177K | 0.29% | 78 |
|
|
2024
Q3 | $4.92M | Sell |
16,082
-160
| -1% | -$49K | 0.35% | 64 |
|
|
2024
Q2 | $4.72M | Buy |
16,242
+4,240
| +35% | +$1.23M | 0.35% | 66 |
|
|
2024
Q1 | $3.39M | Buy |
12,002
+221
| +2% | +$62.4K | 0.31% | 71 |
|
|
2023
Q4 | $3.06M | Buy |
11,781
+215
| +2% | +$55.8K | 0.32% | 72 |
|
|
2023
Q3 | $2.56M | Buy |
11,566
+129
| +1% | +$28.5K | 0.3% | 78 |
|
|
2023
Q2 | $2.46M | Buy |
11,437
+887
| +8% | +$191K | 0.28% | 78 |
|
|
2023
Q1 | $2.41M | Sell |
10,550
-668
| -6% | -$152K | 0.25% | 94 |
|
|
2022
Q4 | $2.78M | Buy |
11,218
+1,931
| +21% | +$479K | 0.29% | 86 |
|
|
2022
Q3 | $1.97M | Buy |
9,287
+922
| +11% | +$196K | 0.23% | 97 |
|
|
2022
Q2 | $1.85M | Buy |
8,365
+505
| +6% | +$112K | 0.21% | 110 |
|
|
2022
Q1 | $1.9M | Sell |
7,860
-660
| -8% | -$159K | 0.18% | 119 |
|
|
2021
Q4 | $1.78M | Sell |
8,520
-475
| -5% | -$99K | 0.18% | 122 |
|
|
2021
Q3 | $1.76M | Buy |
8,995
+2,004
| +29% | +$393K | 0.2% | 119 |
|
|
2021
Q2 | $1.27M | Hold |
6,991
| – | – | 0.18% | 118 |
|
|
2021
Q1 | $1.27M | Sell |
6,991
-1,806
| -21% | -$328K | 0.23% | 103 |
|
|
2020
Q4 | $1.31M | Sell |
8,797
-860
| -9% | -$128K | 0.26% | 97 |
|
|
2020
Q3 | $1.34M | Sell |
9,657
-182
| -2% | -$25.2K | 0.33% | 66 |
|
|
2020
Q2 | $1.47M | Sell |
9,839
-3,438
| -26% | -$514K | 0.45% | 57 |
|
|
2020
Q1 | $1.75M | Buy |
13,277
+415
| +3% | +$54.7K | 0.62% | 44 |
|
|
2019
Q4 | $2.27M | Buy |
12,862
+607
| +5% | +$107K | 0.63% | 48 |
|
|
2019
Q3 | $2.24M | Sell |
12,255
-410
| -3% | -$74.9K | 0.72% | 39 |
|
|
2019
Q2 | $2.3M | Sell |
12,665
-104
| -0.8% | -$18.9K | 0.68% | 41 |
|
|
2019
Q1 | $2.16M | Sell |
12,769
-4,019
| -24% | -$680K | 0.65% | 44 |
|
|
2018
Q4 | $2.64M | Sell |
16,788
-15,825
| -49% | -$2.49M | 0.81% | 34 |
|
|
2018
Q3 | $6.68M | Buy |
32,613
+4,439
| +16% | +$909K | 1.47% | 15 |
|
|
2018
Q2 | $5.25M | Sell |
28,174
-5,571
| -17% | -$1.04M | 1.27% | 21 |
|
|
2018
Q1 | $7.45M | Buy |
33,745
+5,463
| +19% | +$1.21M | 1.46% | 10 |
|
|
2017
Q4 | $5.75M | Buy |
28,282
+3,907
| +16% | +$795K | 1.37% | 19 |
|
|
2017
Q3 | $5.01M | Buy |
24,375
+126
| +0.5% | +$25.9K | 1.23% | 21 |
|
|
2017
Q2 | $4.8M | Buy |
24,249
+9,656
| +66% | +$1.91M | 1.01% | 25 |
|
|
2017
Q1 | $2.73M | Sell |
14,593
-10,874
| -43% | -$2.04M | 0.63% | 42 |
|
|
2016
Q4 | $4.4M | Buy |
25,467
+3,777
| +17% | +$652K | 0.94% | 25 |
|
|
2016
Q3 | $3.37M | Buy |
21,690
+4,732
| +28% | +$734K | 0.8% | 32 |
|
|
2016
Q2 | $2.36M | Buy |
16,958
+3,318
| +24% | +$462K | 0.57% | 48 |
|
|
2016
Q1 | $1.79M | Sell |
13,640
-510
| -4% | -$67K | 0.44% | 62 |
|
|
2015
Q4 | $1.94M | Buy |
14,150
+313
| +2% | +$43K | 0.47% | 58 |
|
|
2015
Q3 | $1.91M | Buy |
13,837
+104
| +0.8% | +$14.3K | 0.5% | 52 |
|
|
2015
Q2 | $1.95M | Buy |
13,733
+372
| +3% | +$52.7K | 0.5% | 53 |
|
|
2015
Q1 | $1.81M | Buy |
13,361
+166
| +1% | +$22.5K | 0.47% | 57 |
|
|
2014
Q4 | $1.82M | Buy |
13,195
+161
| +1% | +$22.2K | 0.47% | 56 |
|
|
2014
Q3 | $1.66M | Sell |
13,034
-53
| -0.4% | -$6.73K | 0.5% | 52 |
|
|
2014
Q2 | $1.53M | Sell |
13,087
-298
| -2% | -$34.7K | 0.46% | 53 |
|
|
2014
Q1 | $1.46M | Buy |
13,385
+96
| +0.7% | +$10.5K | 0.48% | 51 |
|
|
2013
Q4 | $1.27M | Buy |
13,289
+1,468
| +12% | +$140K | 0.43% | 58 |
|
|
2013
Q3 | $1.04K | Sell |
11,821
-75
| -0.6% | -$7 | 0.33% | 64 |
|
|
2013
Q2 | $932K | Buy |
+11,896
| New | +$932K | 0.33% | 75 |
|