EFS
Essex Financial Services’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
3,420
+239
| +8% | +$14.7K | 0.01% | 646 |
|
|
2025
Q1 | $206K | Sell |
3,181
-4,749
| -60% | -$307K | 0.01% | 603 |
|
|
2024
Q4 | $432K | Sell |
7,930
-820
| -9% | -$44.7K | 0.03% | 408 |
|
|
2024
Q3 | $567K | Sell |
8,750
-634
| -7% | -$41.1K | 0.04% | 354 |
|
|
2024
Q2 | $626K | Buy |
9,384
+2,206
| +31% | +$147K | 0.05% | 327 |
|
|
2024
Q1 | $494K | Buy |
7,178
+12
| +0.2% | +$826 | 0.05% | 329 |
|
|
2023
Q4 | $483K | Buy |
7,166
+60
| +0.8% | +$4.04K | 0.05% | 311 |
|
|
2023
Q3 | $467K | Buy |
7,106
+500
| +8% | +$32.9K | 0.05% | 290 |
|
|
2023
Q2 | $381K | Sell |
6,606
-738
| -10% | -$42.5K | 0.04% | 323 |
|
|
2023
Q1 | $434K | Buy |
7,344
+772
| +12% | +$45.6K | 0.05% | 314 |
|
|
2022
Q4 | $407K | Hold |
6,572
| – | – | 0.04% | 317 |
|
|
2022
Q3 | $306K | Hold |
6,572
| – | – | 0.04% | 335 |
|
|
2022
Q2 | $346K | Sell |
6,572
-431
| -6% | -$22.7K | 0.04% | 327 |
|
|
2022
Q1 | $354K | Buy |
7,003
+1,001
| +17% | +$50.6K | 0.03% | 340 |
|
|
2021
Q4 | $297K | Hold |
6,002
| – | – | 0.03% | 369 |
|
|
2021
Q3 | $288K | Sell |
6,002
-8
| -0.1% | -$384 | 0.03% | 354 |
|
|
2021
Q2 | $280K | Hold |
6,010
| – | – | 0.04% | 339 |
|
|
2021
Q1 | $280K | Buy |
6,010
+199
| +3% | +$9.27K | 0.05% | 277 |
|
|
2020
Q4 | $244K | Buy |
+5,811
| New | +$244K | 0.05% | 277 |
|
|
2020
Q3 | – | Sell |
-6,086
| Closed | -$234K | – | 291 |
|
|
2020
Q2 | $234K | Buy |
6,086
+360
| +6% | +$13.8K | 0.07% | 224 |
|
|
2020
Q1 | $213K | Sell |
5,726
-50
| -0.9% | -$1.86K | 0.08% | 223 |
|
|
2019
Q4 | $319K | Hold |
5,776
| – | – | 0.09% | 200 |
|
|
2019
Q3 | $300K | Sell |
5,776
-1,020
| -15% | -$53K | 0.1% | 186 |
|
|
2019
Q2 | $379K | Hold |
6,796
| – | – | 0.11% | 159 |
|
|
2019
Q1 | $378K | Sell |
6,796
-30
| -0.4% | -$1.67K | 0.11% | 156 |
|
|
2018
Q4 | $256K | Buy |
6,826
+30
| +0.4% | +$1.13K | 0.08% | 199 |
|
|
2018
Q3 | $438K | Hold |
6,796
| – | – | 0.1% | 174 |
|
|
2018
Q2 | $412K | Hold |
6,796
| – | – | 0.1% | 178 |
|
|
2018
Q1 | $392K | Buy |
6,796
+721
| +12% | +$41.6K | 0.08% | 229 |
|
|
2017
Q4 | $336K | Hold |
6,075
| – | – | 0.08% | 197 |
|
|
2017
Q3 | $325K | Buy |
6,075
+19
| +0.3% | +$1.02K | 0.08% | 201 |
|
|
2017
Q2 | $300K | Buy |
+6,056
| New | +$300K | 0.06% | 270 |
|
|
2015
Q3 | – | Sell |
-4,521
| Closed | -$222K | – | 338 |
|
|
2015
Q2 | $222K | Sell |
4,521
-300
| -6% | -$14.7K | 0.06% | 291 |
|
|
2015
Q1 | $239K | Buy |
4,821
+130
| +3% | +$6.45K | 0.06% | 275 |
|
|
2014
Q4 | $240K | Buy |
+4,691
| New | +$240K | 0.06% | 270 |
|