EFS
Essex Financial Services’s Humana HUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,091
| Closed | -$289K | – | 699 |
|
|
2025
Q1 | $289K | Buy |
+1,091
| New | +$289K | 0.02% | 505 |
|
|
2024
Q3 | – | Sell |
-666
| Closed | -$233K | – | 640 |
|
|
2024
Q2 | $233K | Buy |
666
+35
| +6% | +$12.3K | 0.02% | 541 |
|
|
2024
Q1 | $219K | Buy |
631
+13
| +2% | +$4.51K | 0.02% | 490 |
|
|
2023
Q4 | $283K | Buy |
618
+103
| +20% | +$47.2K | 0.03% | 404 |
|
|
2023
Q3 | $251K | Sell |
515
-218
| -30% | -$106K | 0.03% | 401 |
|
|
2023
Q2 | $328K | Sell |
733
-14
| -2% | -$6.26K | 0.04% | 347 |
|
|
2023
Q1 | $363K | Sell |
747
-254
| -25% | -$123K | 0.04% | 343 |
|
|
2022
Q4 | $512K | Sell |
1,001
-47
| -4% | -$24K | 0.05% | 271 |
|
|
2022
Q3 | $509K | Buy |
1,048
+506
| +93% | +$246K | 0.06% | 249 |
|
|
2022
Q2 | $254K | Buy |
542
+56
| +12% | +$26.2K | 0.03% | 401 |
|
|
2022
Q1 | $212K | Sell |
486
-224
| -32% | -$97.7K | 0.02% | 466 |
|
|
2021
Q4 | $330K | Buy |
710
+11
| +2% | +$5.11K | 0.03% | 354 |
|
|
2021
Q3 | $272K | Buy |
699
+209
| +43% | +$81.3K | 0.03% | 363 |
|
|
2021
Q2 | $205K | Hold |
490
| – | – | 0.03% | 433 |
|
|
2021
Q1 | $205K | Hold |
490
| – | – | 0.04% | 337 |
|
|
2020
Q4 | $201K | Hold |
490
| – | – | 0.04% | 307 |
|
|
2020
Q3 | $203K | Buy |
+490
| New | +$203K | 0.05% | 264 |
|