EFS
Essex Financial Services’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
2,986
-23
| -0.8% | -$2.45K | 0.02% | 532 |
|
|
2025
Q1 | $269K | Buy |
3,009
+212
| +8% | +$19K | 0.02% | 521 |
|
|
2024
Q4 | $275K | Buy |
2,797
+11
| +0.4% | +$1.08K | 0.02% | 511 |
|
|
2024
Q3 | $250K | Sell |
2,786
-328
| -11% | -$29.5K | 0.02% | 539 |
|
|
2024
Q2 | $242K | Buy |
+3,114
| New | +$242K | 0.02% | 533 |
|
|
2022
Q2 | – | Sell |
-2,317
| Closed | -$202K | – | 524 |
|
|
2022
Q1 | $202K | Buy |
2,317
+5
| +0.2% | +$436 | 0.02% | 486 |
|
|
2021
Q4 | $215K | Buy |
+2,312
| New | +$215K | 0.02% | 462 |
|
|
2018
Q3 | – | Sell |
-2,381
| Closed | -$222K | – | 301 |
|
|
2018
Q2 | $222K | Sell |
2,381
-127
| -5% | -$11.8K | 0.05% | 247 |
|
|
2018
Q1 | $250K | Hold |
2,508
| – | – | 0.05% | 295 |
|
|
2017
Q4 | $245K | Hold |
2,508
| – | – | 0.06% | 239 |
|
|
2017
Q3 | $240K | Buy |
2,508
+46
| +2% | +$4.4K | 0.06% | 239 |
|
|
2017
Q2 | $221K | Buy |
+2,462
| New | +$221K | 0.05% | 317 |
|
|
2015
Q4 | – | Sell |
-3,375
| Closed | -$227K | – | 330 |
|
|
2015
Q3 | $227K | Hold |
3,375
| – | – | 0.06% | 279 |
|
|
2015
Q2 | $260K | Hold |
3,375
| – | – | 0.07% | 260 |
|
|
2015
Q1 | $248K | Sell |
3,375
-600
| -15% | -$44.1K | 0.06% | 269 |
|
|
2014
Q4 | $312K | Buy |
3,975
+137
| +4% | +$10.8K | 0.08% | 231 |
|
|
2014
Q3 | $283K | Hold |
3,838
| – | – | 0.08% | 233 |
|
|
2014
Q2 | $258K | Buy |
3,838
+900
| +31% | +$60.5K | 0.08% | 248 |
|
|
2014
Q1 | $204K | Hold |
2,938
| – | – | 0.07% | 270 |
|
|
2013
Q4 | $216K | Buy |
+2,938
| New | +$216K | 0.07% | 253 |
|