Larson Financial Group’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.5K | Buy |
150
+78
| +108% | +$22.1K | ﹤0.01% | 1129 |
|
|
2025
Q1 | $22.1K | Buy |
72
+6
| +9% | +$1.84K | ﹤0.01% | 1313 |
|
|
2024
Q4 | $18.8K | Buy |
66
+4
| +6% | +$1.14K | ﹤0.01% | 1236 |
|
|
2024
Q3 | $18.3K | Buy |
62
+61
| +6,100% | +$18K | ﹤0.01% | 1242 |
|
|
2024
Q2 | $272 | Sell |
1
-307
| -100% | -$83.5K | ﹤0.01% | 1981 |
|
|
2024
Q1 | $75.4K | Buy |
308
+307
| +30,700% | +$75.2K | 0.01% | 600 |
|
|
2023
Q4 | $248 | Buy |
+1
| New | +$248 | ﹤0.01% | 1636 |
|