LPL Financial’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 | $8.88M | Sell |
31,333
-2,092
| -6% | -$593K | ﹤0.01% | 1832 |
|
|
2025
Q1 | $10.2M | Buy |
33,425
+1,043
| +3% | +$320K | ﹤0.01% | 1582 |
|
|
2024
Q4 | $9.24M | Buy |
32,382
+3,537
| +12% | +$1.01M | ﹤0.01% | 1600 |
|
|
2024
Q3 | $8.52M | Sell |
28,845
-833
| -3% | -$246K | ﹤0.01% | 1583 |
|
|
2024
Q2 | $8.08M | Buy |
29,678
+2,542
| +9% | +$692K | ﹤0.01% | 1498 |
|
|
2024
Q1 | $6.64M | Sell |
27,136
-198
| -0.7% | -$48.5K | ﹤0.01% | 1582 |
|
|
2023
Q4 | $6.78M | Buy |
27,334
+88
| +0.3% | +$21.8K | ﹤0.01% | 1485 |
|
|
2023
Q3 | $5.78M | Buy |
27,246
+2,524
| +10% | +$535K | ﹤0.01% | 1515 |
|
|
2023
Q2 | $5.79M | Sell |
24,722
-7,872
| -24% | -$1.84M | ﹤0.01% | 1478 |
|
|
2023
Q1 | $6.82M | Buy |
32,594
+2,661
| +9% | +$557K | 0.01% | 1317 |
|
|
2022
Q4 | $6.34M | Buy |
29,933
+5,933
| +25% | +$1.26M | 0.01% | 1307 |
|
|
2022
Q3 | $5.81M | Buy |
24,000
+2,139
| +10% | +$518K | 0.01% | 1275 |
|
|
2022
Q2 | $5.72M | Buy |
21,861
+1,854
| +9% | +$485K | 0.01% | 1301 |
|
|
2022
Q1 | $6.91M | Buy |
20,007
+284
| +1% | +$98.1K | 0.01% | 1234 |
|
|
2021
Q4 | $6.95M | Buy |
19,723
+389
| +2% | +$137K | 0.01% | 1235 |
|
|
2021
Q3 | $6.18M | Buy |
19,334
+739
| +4% | +$236K | 0.01% | 1251 |
|
|
2021
Q2 | $5.58M | Buy |
18,595
+1,121
| +6% | +$336K | 0.01% | 1258 |
|
|
2021
Q1 | $4.75M | Buy |
17,474
+2,483
| +17% | +$675K | 0.01% | 1263 |
|
|
2020
Q4 | $3.56M | Buy |
14,991
+12,398
| +478% | +$2.94M | ﹤0.01% | 1308 |
|
|
2020
Q3 | $521K | Buy |
2,593
+47
| +2% | +$9.44K | ﹤0.01% | 2412 |
|
|
2020
Q2 | $584K | Buy |
2,546
+991
| +64% | +$227K | ﹤0.01% | 2242 |
|
|
2020
Q1 | $343K | Buy |
1,555
+131
| +9% | +$28.9K | ﹤0.01% | 2376 |
|
|
2019
Q4 | $429K | Buy |
1,424
+3
| +0.2% | +$904 | ﹤0.01% | 2498 |
|
|
2019
Q3 | $464K | Sell |
1,421
-110
| -7% | -$35.9K | ﹤0.01% | 2314 |
|
|
2019
Q2 | $447K | Buy |
1,531
+157
| +11% | +$45.8K | ﹤0.01% | 2349 |
|
|
2019
Q1 | $398K | Buy |
1,374
+65
| +5% | +$18.8K | ﹤0.01% | 2397 |
|
|
2018
Q4 | $321K | Buy |
1,309
+145
| +12% | +$35.6K | ﹤0.01% | 2395 |
|
|
2018
Q3 | $287K | Buy |
1,164
+57
| +5% | +$14.1K | ﹤0.01% | 2729 |
|
|
2018
Q2 | $265K | Buy |
1,107
+5
| +0.5% | +$1.2K | ﹤0.01% | 2745 |
|
|
2018
Q1 | $265K | Sell |
1,102
-177
| -14% | -$42.6K | ﹤0.01% | 2722 |
|
|
2017
Q4 | $309K | Buy |
1,279
+253
| +25% | +$61.1K | ﹤0.01% | 2449 |
|
|
2017
Q3 | $261K | Sell |
1,026
-53
| -5% | -$13.5K | ﹤0.01% | 2464 |
|
|
2017
Q2 | $278K | Buy |
1,079
+170
| +19% | +$43.8K | ﹤0.01% | 2347 |
|
|
2017
Q1 | $210K | Sell |
909
-82
| -8% | -$18.9K | ﹤0.01% | 2462 |
|
|
2016
Q4 | $227K | Sell |
991
-78
| -7% | -$17.9K | ﹤0.01% | 2383 |
|
|
2016
Q3 | $233K | Sell |
1,069
-539
| -34% | -$117K | ﹤0.01% | 2298 |
|
|
2016
Q2 | $370K | Sell |
1,608
-872
| -35% | -$201K | ﹤0.01% | 1911 |
|
|
2016
Q1 | $575K | Sell |
2,480
-540
| -18% | -$125K | ﹤0.01% | 2065 |
|
|
2015
Q4 | $725K | Buy |
3,020
+897
| +42% | +$215K | ﹤0.01% | 1939 |
|
|
2015
Q3 | $485K | Buy |
2,123
+165
| +8% | +$37.7K | ﹤0.01% | 1815 |
|
|
2015
Q2 | $429K | Buy |
1,958
+104
| +6% | +$22.8K | ﹤0.01% | 2026 |
|
|
2015
Q1 | $421K | Buy |
1,854
+689
| +59% | +$156K | ﹤0.01% | 1986 |
|
|
2014
Q4 | $241K | Buy |
1,165
+49
| +4% | +$10.1K | ﹤0.01% | 2350 |
|
|
2014
Q3 | $200K | Sell |
1,116
-29
| -3% | -$5.2K | ﹤0.01% | 2471 |
|
|
2014
Q2 | $212K | Sell |
1,145
-143
| -11% | -$26.5K | ﹤0.01% | 2449 |
|
|
2014
Q1 | $219K | Sell |
1,288
-1,573
| -55% | -$267K | ﹤0.01% | 2368 |
|
|
2013
Q4 | $411K | Sell |
2,861
-468
| -14% | -$67.2K | ﹤0.01% | 1868 |
|
|
2013
Q3 | $516K | Sell |
3,329
-499
| -13% | -$77.3K | ﹤0.01% | 1643 |
|
|
2013
Q2 | $608K | Buy |
+3,828
| New | +$608K | ﹤0.01% | 1425 |
|