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Essex Financial Services’s Stifel SF Stock Holding History

Essex Financial Services’s Portfolio SF Stock Details SF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$252K Buy
2,431
+65
+3% +$6.75K 0.02% 594
2025
Q1 		$223K Buy
2,366
+78
+3% +$7.35K 0.02% 576
2024
Q4 		$243K Buy
2,288
+18
+0.8% +$1.91K 0.02% 546
2024
Q3 		$228K Buy
+2,270
New +$228K 0.02% 564