IFP Advisors’s Empire State Realty Trust ESRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3836 |
|
|
2023
Q3 | – | Sell |
-36
| Closed | -$270 | – | 3380 |
|
|
2023
Q2 | $270 | Hold |
36
| – | – | ﹤0.01% | 3284 |
|
|
2023
Q1 | $616 | Hold |
36
| – | – | ﹤0.01% | 3161 |
|
|
2022
Q4 | $1K | Sell |
36
-219
| -86% | -$6.08K | ﹤0.01% | 4331 |
|
|
2022
Q3 | $5K | Sell |
255
-15
| -6% | -$294 | ﹤0.01% | 4022 |
|
|
2022
Q2 | $5K | Hold |
270
| – | – | ﹤0.01% | 3772 |
|
|
2022
Q1 | $5K | Buy |
270
+121
| +81% | +$2.24K | ﹤0.01% | 3772 |
|
|
2021
Q4 | $1K | Sell |
149
-21
| -12% | -$141 | ﹤0.01% | 2940 |
|
|
2021
Q3 | $2K | Hold |
170
| – | – | ﹤0.01% | 2774 |
|
|
2021
Q2 | $2K | Hold |
170
| – | – | ﹤0.01% | 2707 |
|
|
2021
Q1 | $2K | Hold |
170
| – | – | ﹤0.01% | 2628 |
|
|
2020
Q4 | $1K | Buy |
170
+149
| +710% | +$876 | ﹤0.01% | 2720 |
|
|
2020
Q3 | $0 | Sell |
21
-226
| -91% | – | ﹤0.01% | 3123 |
|
|
2020
Q2 | $2K | Buy |
247
+226
| +1,076% | +$1.83K | ﹤0.01% | 2350 |
|
|
2020
Q1 | $0 | Hold |
21
| – | – | ﹤0.01% | 2994 |
|
|
2019
Q4 | $0 | Hold |
21
| – | – | ﹤0.01% | 3064 |
|
|
2019
Q3 | $0 | Buy |
+21
| New | – | ﹤0.01% | 3227 |
|
|
2019
Q1 | $0 | Sell |
21
-100
| -83% | – | ﹤0.01% | 2649 |
|
|
2018
Q4 | $2K | Hold |
121
| – | – | ﹤0.01% | 3095 |
|
|
2018
Q3 | $2K | Hold |
121
| – | – | ﹤0.01% | 3491 |
|
|
2018
Q2 | $2K | Hold |
121
| – | – | ﹤0.01% | 3522 |
|
|
2018
Q1 | $2K | Hold |
121
| – | – | ﹤0.01% | 3490 |
|
|
2017
Q4 | $2K | Sell |
121
-100
| -45% | -$1.65K | ﹤0.01% | 3490 |
|
|
2017
Q3 | $5K | Buy |
221
+92
| +71% | +$2.08K | ﹤0.01% | 3342 |
|
|
2017
Q2 | $3K | Buy |
129
+32
| +33% | +$744 | ﹤0.01% | 3567 |
|
|
2017
Q1 | $2K | Buy |
97
+48
| +98% | +$990 | ﹤0.01% | 3602 |
|
|
2016
Q4 | $1K | Sell |
49
-119
| -71% | -$2.43K | ﹤0.01% | 3741 |
|
|
2016
Q3 | $4K | Buy |
168
+28
| +20% | +$667 | ﹤0.01% | 3300 |
|
|
2016
Q2 | $3K | Buy |
140
+119
| +567% | +$2.55K | ﹤0.01% | 3318 |
|
|
2016
Q1 | $0 | Sell |
21
-119
| -85% | – | ﹤0.01% | 2680 |
|
|
2015
Q4 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 3155 |
|