Lido Advisors’s Essex Property Trust ESS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.9M | Buy |
170,850
+993
| +0.6% | +$284K | 0.19% | 66 |
|
|
2025
Q1 | $52.5M | Buy |
169,857
+369
| +0.2% | +$114K | 0.24% | 58 |
|
|
2024
Q4 | $48.4M | Buy |
169,488
+110
| +0.1% | +$31.4K | 0.22% | 52 |
|
|
2024
Q3 | $50M | Buy |
169,378
+835
| +0.5% | +$247K | 0.25% | 35 |
|
|
2024
Q2 | $46.3M | Sell |
168,543
-1,684
| -1% | -$463K | 0.26% | 38 |
|
|
2024
Q1 | $42.1M | Sell |
170,227
-1,415
| -0.8% | -$350K | 0.25% | 38 |
|
|
2023
Q4 | $43M | Sell |
171,642
-1,516
| -0.9% | -$379K | 0.29% | 32 |
|
|
2023
Q3 | $36.7M | Sell |
173,158
-764
| -0.4% | -$162K | 0.28% | 35 |
|
|
2023
Q2 | $40.7M | Sell |
173,922
-2,261
| -1% | -$530K | 0.29% | 31 |
|
|
2023
Q1 | $36.8M | Buy |
176,183
+3,767
| +2% | +$788K | 0.36% | 29 |
|
|
2022
Q4 | $36.5M | Buy |
172,416
+1,913
| +1% | +$405K | 0.45% | 24 |
|
|
2022
Q3 | $41.3M | Buy |
170,503
+1,770
| +1% | +$429K | 0.52% | 17 |
|
|
2022
Q2 | $44.1M | Buy |
168,733
+1,390
| +0.8% | +$363K | 0.58% | 15 |
|
|
2022
Q1 | $57.8M | Buy |
167,343
+736
| +0.4% | +$254K | 0.64% | 14 |
|
|
2021
Q4 | $58.7M | Buy |
166,607
+28
| +0% | +$9.86K | 0.64% | 14 |
|
|
2021
Q3 | $53.3M | Buy |
166,579
+12
| +0% | +$3.84K | 0.74% | 14 |
|
|
2021
Q2 | $50.3M | Sell |
166,567
-7
| -0% | -$2.12K | 0.7% | 13 |
|
|
2021
Q1 | $45.6M | Sell |
166,574
-69
| -0% | -$18.9K | 0.79% | 15 |
|
|
2020
Q4 | $39.9M | Sell |
166,643
-2,000
| -1% | -$479K | 0.83% | 13 |
|
|
2020
Q3 | $34.2M | Buy |
168,643
+1,996
| +1% | +$405K | 0.88% | 13 |
|
|
2020
Q2 | $38.5M | Buy |
166,647
+739
| +0.4% | +$171K | 1.16% | 9 |
|
|
2020
Q1 | $36.9M | Buy |
165,908
+32
| +0% | +$7.11K | 1.57% | 9 |
|
|
2019
Q4 | $50.2M | Buy |
165,876
+10
| +0% | +$3.03K | 2% | 6 |
|
|
2019
Q3 | $54.5M | Hold |
165,866
| – | – | 2.76% | 4 |
|
|
2019
Q2 | $48.7M | Buy |
165,866
+7
| +0% | +$2.06K | 2.79% | 4 |
|
|
2019
Q1 | $48.3M | Buy |
+165,859
| New | +$48.3M | 3.14% | 4 |
|