EFS
Essex Financial Services’s Seagate STX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
+1,870
| New | +$270K | 0.02% | 581 |
|
|
2024
Q1 | – | Sell |
-11,020
| Closed | -$941K | – | 556 |
|
|
2023
Q4 | $941K | Buy |
11,020
+648
| +6% | +$55.3K | 0.1% | 200 |
|
|
2023
Q3 | $684K | Buy |
10,372
+798
| +8% | +$52.6K | 0.08% | 231 |
|
|
2023
Q2 | $592K | Sell |
9,574
-117
| -1% | -$7.24K | 0.07% | 252 |
|
|
2023
Q1 | $641K | Buy |
9,691
+50
| +0.5% | +$3.31K | 0.07% | 249 |
|
|
2022
Q4 | $507K | Buy |
+9,641
| New | +$507K | 0.05% | 273 |
|
|
2022
Q1 | – | Sell |
-1,953
| Closed | -$221K | – | 525 |
|
|
2021
Q4 | $221K | Buy |
+1,953
| New | +$221K | 0.02% | 453 |
|
|
2021
Q2 | – | Sell |
-2,776
| Closed | -$213K | – | 468 |
|
|
2021
Q1 | $213K | Sell |
2,776
-1,067
| -28% | -$81.9K | 0.04% | 331 |
|
|
2020
Q4 | $239K | Buy |
+3,843
| New | +$239K | 0.05% | 280 |
|
|
2018
Q2 | – | Sell |
-3,517
| Closed | -$206K | – | 341 |
|
|
2018
Q1 | $206K | Buy |
+3,517
| New | +$206K | 0.04% | 329 |
|