EFS
MSB
Essex Financial Services’s Mesabi Trust MSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
14,600
+339
| +2% | +$8.12K | 0.02% | 503 |
|
|
2025
Q1 | $388K | Buy |
14,261
+2,055
| +17% | +$55.9K | 0.03% | 432 |
|
|
2024
Q4 | $343K | Buy |
12,206
+175
| +1% | +$4.92K | 0.02% | 456 |
|
|
2024
Q3 | $307K | Buy |
12,031
+201
| +2% | +$5.13K | 0.02% | 494 |
|
|
2024
Q2 | $194K | Sell |
11,830
-1,534
| -11% | -$25.2K | 0.01% | 592 |
|
|
2024
Q1 | $237K | Sell |
13,364
-673
| -5% | -$11.9K | 0.02% | 469 |
|
|
2023
Q4 | $287K | Buy |
14,037
+1,943
| +16% | +$39.8K | 0.03% | 399 |
|
|
2023
Q3 | $243K | Sell |
12,094
-2,337
| -16% | -$46.9K | 0.03% | 411 |
|
|
2023
Q2 | $295K | Sell |
14,431
-35,883
| -71% | -$732K | 0.03% | 374 |
|
|
2023
Q1 | $1.27M | Buy |
+50,314
| New | +$1.27M | 0.13% | 157 |
|
|
2022
Q1 | – | Sell |
-61,630
| Closed | -$1.63M | – | 517 |
|
|
2021
Q4 | $1.63M | Sell |
61,630
-21,680
| -26% | -$573K | 0.16% | 135 |
|
|
2021
Q3 | $2.48M | Sell |
83,310
-2,971
| -3% | -$88.3K | 0.28% | 83 |
|
|
2021
Q2 | $3.05M | Buy |
+86,281
| New | +$3.05M | 0.44% | 49 |
|