Global Retirement Partners’s Essent Group ESNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$7.28K	Buy	112 +15	+15%	+$931	﹤0.01%	3291
2025 Q3	$6.17K	Sell	97 -16	-14%	-$972	﹤0.01%	2891
2025 Q2	$6.86K	Buy	+113	New	+$6.51K	﹤0.01%	2773
2024 Q4	$6.15K	Sell	113 -23	-17%	-$1.33K	﹤0.01%	2591
2024 Q3	$8.74K	Buy	136 +10	+8%	+$612	﹤0.01%	2344
2024 Q2	$7.08K	Sell	126 -1	-0.8%	-$56	﹤0.01%	2457
2024 Q1	$7.56K	Hold	127	–	–	﹤0.01%	2238
2023 Q4	$6.7K	Buy	127 +17	+15%	+$832	﹤0.01%	2215
2023 Q3	$5.17K	Buy	110 +47	+75%	+$2.33K	﹤0.01%	2181
2023 Q2	$2.95K	Buy	63 +38	+152%	+$1.65K	﹤0.01%	2399
2023 Q1	$1.04K	Buy	+25	New	+$1.03K	﹤0.01%	2719
2021 Q1	–	Sell	-527	Closed	-$23K	–	1808
2020 Q4	$23K	Hold	527	–	–	﹤0.01%	983
2020 Q3	$20K	Hold	527	–	–	﹤0.01%	926
2020 Q2	$19K	Buy	527 +144	+38%	+$4.42K	﹤0.01%	913
2020 Q1	$10K	Buy	383 +34	+10%	+$1.51K	﹤0.01%	1024
2019 Q4	$18K	Sell	349 -19	-5%	-$991	﹤0.01%	966
2019 Q3	$18K	Hold	368	–	–	﹤0.01%	933
2019 Q2	$17K	Sell	368 -65	-15%	-$3.06K	﹤0.01%	959
2019 Q1	$19K	Buy	433 +139	+47%	+$5.72K	﹤0.01%	842
2018 Q4	$10K	Buy	294 +251	+584%	+$9.6K	﹤0.01%	965
2018 Q3	$2K	Hold	43	–	–	﹤0.01%	1390
2018 Q2	$2K	Buy	+43	New	+$1.56K	﹤0.01%	1381
2018 Q1	–	Sell	-100	Closed	-$4K	–	1495
2017 Q4	$4K	Buy	+100	New	+$4.36K	﹤0.01%	1153
2017 Q2	–	Sell	-300	Closed	-$11K	–	1143
2017 Q1	$11K	Buy	+300	New	+$10.4K	0.01%	716