EFS
Essex Financial Services’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
2,122
+204
| +11% | +$31.3K | 0.02% | 522 |
|
|
2025
Q1 | $266K | Sell |
1,918
-843
| -31% | -$117K | 0.02% | 524 |
|
|
2024
Q4 | $429K | Sell |
2,761
-93
| -3% | -$14.4K | 0.03% | 411 |
|
|
2024
Q3 | $389K | Sell |
2,854
-33
| -1% | -$4.49K | 0.03% | 427 |
|
|
2024
Q2 | $314K | Sell |
2,887
-106
| -4% | -$11.5K | 0.02% | 460 |
|
|
2024
Q1 | $384K | Sell |
2,993
-612
| -17% | -$78.6K | 0.04% | 373 |
|
|
2023
Q4 | $402K | Buy |
3,605
+39
| +1% | +$4.35K | 0.04% | 342 |
|
|
2023
Q3 | $358K | Sell |
3,566
-177
| -5% | -$17.8K | 0.04% | 343 |
|
|
2023
Q2 | $388K | Sell |
3,743
-95
| -2% | -$9.86K | 0.04% | 321 |
|
|
2023
Q1 | $358K | Sell |
3,838
-5
| -0.1% | -$466 | 0.04% | 344 |
|
|
2022
Q4 | $410K | Sell |
3,843
-73
| -2% | -$7.79K | 0.04% | 313 |
|
|
2022
Q3 | $387K | Buy |
3,916
+8
| +0.2% | +$791 | 0.05% | 294 |
|
|
2022
Q2 | $349K | Sell |
3,908
-275
| -7% | -$24.6K | 0.04% | 325 |
|
|
2022
Q1 | $460K | Sell |
4,183
-366
| -8% | -$40.2K | 0.04% | 304 |
|
|
2021
Q4 | $457K | Sell |
4,549
-197
| -4% | -$19.8K | 0.05% | 301 |
|
|
2021
Q3 | $438K | Buy |
4,746
+1,445
| +44% | +$133K | 0.05% | 286 |
|
|
2021
Q2 | $405K | Hold |
3,301
| – | – | 0.06% | 268 |
|
|
2021
Q1 | $405K | Buy |
3,301
+1,086
| +49% | +$133K | 0.07% | 219 |
|
|
2020
Q4 | $212K | Buy |
+2,215
| New | +$212K | 0.04% | 298 |
|
|
2019
Q1 | – | Sell |
-3,690
| Closed | -$275K | – | 255 |
|
|
2018
Q4 | $275K | Sell |
3,690
-680
| -16% | -$50.7K | 0.08% | 189 |
|
|
2018
Q3 | $402K | Buy |
+4,370
| New | +$402K | 0.09% | 182 |
|
|
2016
Q2 | – | Sell |
-18,964
| Closed | -$903K | – | 318 |
|
|
2016
Q1 | $903K | Buy |
18,964
+16,946
| +840% | +$807K | 0.22% | 107 |
|
|
2015
Q4 | $251K | Sell |
2,018
-16,946
| -89% | -$2.11M | 0.06% | 257 |
|
|
2015
Q3 | $941K | Hold |
18,964
| – | – | 0.24% | 98 |
|
|
2015
Q2 | $1.13M | Hold |
18,964
| – | – | 0.29% | 86 |
|
|
2015
Q1 | $1.08M | Buy |
18,964
+3,884
| +26% | +$221K | 0.28% | 95 |
|
|
2014
Q4 | $864K | Hold |
15,080
| – | – | 0.22% | 112 |
|
|
2014
Q3 | $808K | Hold |
15,080
| – | – | 0.24% | 104 |
|
|
2014
Q2 | $765K | Hold |
15,080
| – | – | 0.23% | 109 |
|
|
2014
Q1 | $843K | Hold |
15,080
| – | – | 0.28% | 87 |
|
|
2013
Q4 | $787K | Buy |
15,080
+1,365
| +10% | +$71.2K | 0.27% | 95 |
|
|
2013
Q3 | $572 | Hold |
13,715
| – | – | 0.18% | 118 |
|
|
2013
Q2 | $589K | Buy |
+13,715
| New | +$589K | 0.21% | 113 |
|