EFS
Essex Financial Services’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
4,619
+847
| +22% | +$217K | 0.08% | 227 |
|
|
2025
Q1 | $893K | Sell |
3,772
-888
| -19% | -$210K | 0.06% | 252 |
|
|
2024
Q4 | $1.09M | Buy |
4,660
+426
| +10% | +$100K | 0.08% | 222 |
|
|
2024
Q3 | $1.1M | Sell |
4,234
-4,091
| -49% | -$1.06M | 0.08% | 218 |
|
|
2024
Q2 | $2.01M | Buy |
8,325
+1,160
| +16% | +$281K | 0.15% | 134 |
|
|
2024
Q1 | $1.83M | Sell |
7,165
-99
| -1% | -$25.2K | 0.17% | 123 |
|
|
2023
Q4 | $1.72M | Sell |
7,264
-24
| -0.3% | -$5.67K | 0.18% | 122 |
|
|
2023
Q3 | $1.44M | Sell |
7,288
-45
| -0.6% | -$8.86K | 0.17% | 131 |
|
|
2023
Q2 | $1.66M | Sell |
7,333
-125
| -2% | -$28.3K | 0.19% | 114 |
|
|
2023
Q1 | $1.58M | Buy |
7,458
+28
| +0.4% | +$5.94K | 0.17% | 130 |
|
|
2022
Q4 | $1.83M | Sell |
7,430
-637
| -8% | -$157K | 0.19% | 112 |
|
|
2022
Q3 | $1.69M | Buy |
8,067
+11
| +0.1% | +$2.31K | 0.2% | 111 |
|
|
2022
Q2 | $1.83M | Buy |
8,056
+5
| +0.1% | +$1.14K | 0.2% | 111 |
|
|
2022
Q1 | $2.3M | Buy |
8,051
+747
| +10% | +$213K | 0.22% | 105 |
|
|
2021
Q4 | $2.18M | Buy |
7,304
+21
| +0.3% | +$6.25K | 0.22% | 103 |
|
|
2021
Q3 | $1.74M | Buy |
7,283
+231
| +3% | +$55.3K | 0.2% | 121 |
|
|
2021
Q2 | $1.89M | Hold |
7,052
| – | – | 0.27% | 85 |
|
|
2021
Q1 | $1.89M | Sell |
7,052
-731
| -9% | -$196K | 0.34% | 74 |
|
|
2020
Q4 | $1.85M | Sell |
7,783
-96
| -1% | -$22.8K | 0.37% | 68 |
|
|
2020
Q3 | $1.69M | Buy |
7,879
+93
| +1% | +$19.9K | 0.41% | 58 |
|
|
2020
Q2 | $1.37M | Sell |
7,786
-292
| -4% | -$51.3K | 0.42% | 61 |
|
|
2020
Q1 | $1.18M | Hold |
8,078
| – | – | 0.42% | 62 |
|
|
2019
Q4 | $1.57M | Sell |
8,078
-100
| -1% | -$19.4K | 0.43% | 65 |
|
|
2019
Q3 | $1.47M | Sell |
8,178
-4,552
| -36% | -$818K | 0.47% | 64 |
|
|
2019
Q2 | $2.54M | Hold |
12,730
| – | – | 0.75% | 36 |
|
|
2019
Q1 | $2.38M | Sell |
12,730
-165
| -1% | -$30.8K | 0.72% | 38 |
|
|
2018
Q4 | $1.93M | Sell |
12,895
-628
| -5% | -$93.9K | 0.59% | 49 |
|
|
2018
Q3 | $2.44M | Hold |
13,523
| – | – | 0.54% | 52 |
|
|
2018
Q2 | $2.04M | Hold |
13,523
| – | – | 0.49% | 55 |
|
|
2018
Q1 | $1.84M | Sell |
13,523
-41
| -0.3% | -$5.57K | 0.36% | 78 |
|
|
2017
Q4 | $1.97M | Buy |
13,564
+133
| +1% | +$19.3K | 0.47% | 59 |
|
|
2017
Q3 | $1.78M | Buy |
13,431
+3,041
| +29% | +$402K | 0.44% | 59 |
|
|
2017
Q2 | $1.26M | Sell |
10,390
-892
| -8% | -$109K | 0.27% | 99 |
|
|
2017
Q1 | $1.26M | Sell |
11,282
-330
| -3% | -$36.9K | 0.29% | 86 |
|
|
2016
Q4 | $1.26M | Buy |
11,612
+115
| +1% | +$12.4K | 0.27% | 89 |
|
|
2016
Q3 | $1.12M | Hold |
11,497
| – | – | 0.27% | 99 |
|
|
2016
Q2 | $979K | Sell |
11,497
-200
| -2% | -$17K | 0.24% | 103 |
|
|
2016
Q1 | $974K | Buy |
11,697
+65
| +0.6% | +$5.41K | 0.24% | 101 |
|
|
2015
Q4 | $984K | Sell |
11,632
-1,500
| -11% | -$127K | 0.24% | 105 |
|
|
2015
Q3 | $1M | Hold |
13,132
| – | – | 0.26% | 94 |
|
|
2015
Q2 | $1.15M | Hold |
13,132
| – | – | 0.3% | 82 |
|
|
2015
Q1 | $1.35M | Hold |
13,132
| – | – | 0.35% | 75 |
|
|
2014
Q4 | $1.44M | Hold |
13,132
| – | – | 0.37% | 72 |
|
|
2014
Q3 | $1.47M | Sell |
13,132
-760
| -5% | -$84.8K | 0.44% | 58 |
|
|
2014
Q2 | $1.43M | Hold |
13,892
| – | – | 0.43% | 56 |
|
|
2014
Q1 | $1.35M | Hold |
13,892
| – | – | 0.44% | 56 |
|
|
2013
Q4 | $1.29M | Buy |
13,892
+6,800
| +96% | +$631K | 0.44% | 55 |
|
|
2013
Q3 | $549 | Buy |
7,092
+215
| +3% | +$17 | 0.17% | 122 |
|
|
2013
Q2 | $500K | Buy |
+6,877
| New | +$500K | 0.17% | 130 |
|