EFS
Essex Financial Services’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
15,611
+2,901
| +23% | +$667K | 0.24% | 90 |
|
|
2025
Q1 | $3M | Sell |
12,710
-3,685
| -22% | -$871K | 0.22% | 106 |
|
|
2024
Q4 | $3.74M | Buy |
16,395
+3,378
| +26% | +$770K | 0.26% | 85 |
|
|
2024
Q3 | $3.14M | Sell |
13,017
-3,902
| -23% | -$942K | 0.23% | 94 |
|
|
2024
Q2 | $4.07M | Buy |
16,919
+3,465
| +26% | +$833K | 0.3% | 74 |
|
|
2024
Q1 | $3.31M | Sell |
13,454
-35
| -0.3% | -$8.61K | 0.31% | 74 |
|
|
2023
Q4 | $3.31M | Buy |
13,489
+47
| +0.3% | +$11.5K | 0.34% | 65 |
|
|
2023
Q3 | $2.74M | Buy |
13,442
+239
| +2% | +$48.7K | 0.32% | 74 |
|
|
2023
Q2 | $2.7M | Sell |
13,203
-3,079
| -19% | -$630K | 0.31% | 71 |
|
|
2023
Q1 | $3.28M | Buy |
16,282
+371
| +2% | +$74.7K | 0.35% | 74 |
|
|
2022
Q4 | $3.29M | Sell |
15,911
-33
| -0.2% | -$6.83K | 0.35% | 70 |
|
|
2022
Q3 | $3.11M | Buy |
15,944
+22
| +0.1% | +$4.29K | 0.37% | 67 |
|
|
2022
Q2 | $3.4M | Sell |
15,922
-162
| -1% | -$34.6K | 0.38% | 63 |
|
|
2022
Q1 | $4.39M | Buy |
16,084
+951
| +6% | +$260K | 0.42% | 59 |
|
|
2021
Q4 | $3.81M | Sell |
15,133
-44
| -0.3% | -$11.1K | 0.38% | 65 |
|
|
2021
Q3 | $2.98M | Buy |
15,177
+6,969
| +85% | +$1.37M | 0.34% | 69 |
|
|
2021
Q2 | $1.81M | Hold |
8,208
| – | – | 0.26% | 90 |
|
|
2021
Q1 | $1.81M | Sell |
8,208
-4,576
| -36% | -$1.01M | 0.32% | 78 |
|
|
2020
Q4 | $2.66M | Sell |
12,784
-1,503
| -11% | -$313K | 0.53% | 49 |
|
|
2020
Q3 | $2.81M | Buy |
14,287
+2,388
| +20% | +$470K | 0.69% | 39 |
|
|
2020
Q2 | $2.01M | Sell |
11,899
-159
| -1% | -$26.9K | 0.62% | 45 |
|
|
2020
Q1 | $1.7M | Sell |
12,058
-2,672
| -18% | -$377K | 0.61% | 45 |
|
|
2019
Q4 | $2.66M | Sell |
14,730
-8
| -0.1% | -$1.45K | 0.73% | 37 |
|
|
2019
Q3 | $2.39M | Sell |
14,738
-554
| -4% | -$89.7K | 0.77% | 36 |
|
|
2019
Q2 | $2.59M | Sell |
15,292
-89
| -0.6% | -$15.1K | 0.76% | 34 |
|
|
2019
Q1 | $2.57M | Sell |
15,381
-139
| -0.9% | -$23.2K | 0.78% | 34 |
|
|
2018
Q4 | $2.15M | Sell |
15,520
-100
| -0.6% | -$13.8K | 0.66% | 44 |
|
|
2018
Q3 | $2.54M | Sell |
15,620
-114
| -0.7% | -$18.6K | 0.56% | 49 |
|
|
2018
Q2 | $2.23M | Buy |
15,734
+460
| +3% | +$65.2K | 0.54% | 50 |
|
|
2018
Q1 | $2.05M | Sell |
15,274
-195
| -1% | -$26.2K | 0.4% | 65 |
|
|
2017
Q4 | $2.07M | Sell |
15,469
-135
| -0.9% | -$18.1K | 0.49% | 55 |
|
|
2017
Q3 | $1.81M | Sell |
15,604
-70
| -0.4% | -$8.12K | 0.44% | 57 |
|
|
2017
Q2 | $1.71M | Sell |
15,674
-2,198
| -12% | -$239K | 0.36% | 70 |
|
|
2017
Q1 | $1.89M | Sell |
17,872
-170
| -0.9% | -$18K | 0.44% | 61 |
|
|
2016
Q4 | $1.87M | Buy |
18,042
+270
| +2% | +$28K | 0.4% | 67 |
|
|
2016
Q3 | $1.73M | Sell |
17,772
-26
| -0.1% | -$2.54K | 0.41% | 66 |
|
|
2016
Q2 | $1.55M | Sell |
17,798
-170
| -0.9% | -$14.8K | 0.38% | 72 |
|
|
2016
Q1 | $1.43M | Sell |
17,968
-776
| -4% | -$61.7K | 0.35% | 71 |
|
|
2015
Q4 | $1.47M | Sell |
18,744
-200
| -1% | -$15.6K | 0.35% | 76 |
|
|
2015
Q3 | $1.68M | Sell |
18,944
-693
| -4% | -$61.3K | 0.44% | 62 |
|
|
2015
Q2 | $1.87M | Sell |
19,637
-476
| -2% | -$45.4K | 0.48% | 56 |
|
|
2015
Q1 | $2.18M | Buy |
20,113
+1,035
| +5% | +$112K | 0.56% | 49 |
|
|
2014
Q4 | $2.27M | Buy |
19,078
+325
| +2% | +$38.7K | 0.59% | 43 |
|
|
2014
Q3 | $2.03M | Buy |
18,753
+415
| +2% | +$45K | 0.61% | 38 |
|
|
2014
Q2 | $1.83M | Buy |
18,338
+9,661
| +111% | +$964K | 0.55% | 45 |
|
|
2014
Q1 | $1.63M | Buy |
8,677
+892
| +11% | +$167K | 0.53% | 45 |
|
|
2013
Q4 | $1.31M | Sell |
7,785
-6,157
| -44% | -$1.03M | 0.44% | 53 |
|
|
2013
Q3 | $2.17K | Buy |
13,942
+724
| +5% | +$112 | 0.68% | 34 |
|
|
2013
Q2 | $2.04M | Buy |
+13,218
| New | +$2.04M | 0.71% | 32 |
|