EFS
Essex Financial Services’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
8,564
+801
| +10% | +$155K | 0.11% | 173 |
|
|
2025
Q1 | $1.39M | Sell |
7,763
-1,239
| -14% | -$221K | 0.1% | 184 |
|
|
2024
Q4 | $1.69M | Sell |
9,002
-1,413
| -14% | -$266K | 0.12% | 159 |
|
|
2024
Q3 | $2.02M | Sell |
10,415
-4,363
| -30% | -$847K | 0.15% | 133 |
|
|
2024
Q2 | $2.4M | Buy |
14,778
+3,972
| +37% | +$644K | 0.18% | 111 |
|
|
2024
Q1 | $1.57M | Buy |
10,806
+4,394
| +69% | +$639K | 0.14% | 144 |
|
|
2023
Q4 | $879K | Sell |
6,412
-3,648
| -36% | -$500K | 0.09% | 213 |
|
|
2023
Q3 | $1.27M | Buy |
10,060
+3,256
| +48% | +$412K | 0.15% | 142 |
|
|
2023
Q2 | $842K | Sell |
6,804
-354
| -5% | -$43.8K | 0.1% | 202 |
|
|
2023
Q1 | $856K | Buy |
7,158
+278
| +4% | +$33.2K | 0.09% | 202 |
|
|
2022
Q4 | $997K | Sell |
6,880
-79
| -1% | -$11.4K | 0.11% | 182 |
|
|
2022
Q3 | $1.23M | Sell |
6,959
-106
| -2% | -$18.7K | 0.15% | 141 |
|
|
2022
Q2 | $1.13M | Buy |
+7,065
| New | +$1.13M | 0.13% | 163 |
|
|
2019
Q1 | – | Sell |
-1,761
| Closed | -$252K | – | 249 |
|
|
2018
Q4 | $252K | Hold |
1,761
| – | – | 0.08% | 201 |
|
|
2018
Q3 | $290K | Hold |
1,761
| – | – | 0.06% | 224 |
|
|
2018
Q2 | $300K | Buy |
+1,761
| New | +$300K | 0.07% | 213 |
|
|
2015
Q2 | – | Sell |
-2,010
| Closed | -$255K | – | 335 |
|
|
2015
Q1 | $255K | Sell |
2,010
-110
| -5% | -$14K | 0.07% | 263 |
|
|
2014
Q4 | $266K | Buy |
2,120
+90
| +4% | +$11.3K | 0.07% | 249 |
|
|
2014
Q3 | $250K | Sell |
2,030
-500
| -20% | -$61.6K | 0.07% | 244 |
|
|
2014
Q2 | $314K | Hold |
2,530
| – | – | 0.09% | 221 |
|
|
2014
Q1 | $307K | Sell |
2,530
-500
| -17% | -$60.7K | 0.1% | 215 |
|
|
2013
Q4 | $353K | Buy |
3,030
+30
| +1% | +$3.5K | 0.12% | 178 |
|
|
2013
Q3 | $336 | Sell |
3,000
-100
| -3% | -$11 | 0.11% | 178 |
|
|
2013
Q2 | $346K | Buy |
+3,100
| New | +$346K | 0.12% | 169 |
|