Morgan Stanley’s Esquire Financial Holdings ESQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.13M | Buy |
43,581
+2,341
| +6% | +$222K | ﹤0.01% | 4215 |
|
2025
Q1 | $3.11M | Buy |
41,240
+9,186
| +29% | +$692K | ﹤0.01% | 4302 |
|
2024
Q4 | $2.55M | Sell |
32,054
-2,180
| -6% | -$173K | ﹤0.01% | 4538 |
|
2024
Q3 | $2.23M | Buy |
34,234
+23,688
| +225% | +$1.54M | ﹤0.01% | 4566 |
|
2024
Q2 | $502K | Sell |
10,546
-5,016
| -32% | -$239K | ﹤0.01% | 5292 |
|
2024
Q1 | $739K | Sell |
15,562
-17,538
| -53% | -$833K | ﹤0.01% | 5132 |
|
2023
Q4 | $1.65M | Buy |
33,100
+26,033
| +368% | +$1.3M | ﹤0.01% | 5026 |
|
2023
Q3 | $323K | Sell |
7,067
-1,874
| -21% | -$85.6K | ﹤0.01% | 5359 |
|
2023
Q2 | $409K | Sell |
8,941
-2,575
| -22% | -$118K | ﹤0.01% | 5310 |
|
2023
Q1 | $450K | Buy |
11,516
+8,035
| +231% | +$314K | ﹤0.01% | 5317 |
|
2022
Q4 | $151K | Sell |
3,481
-2,508
| -42% | -$108K | ﹤0.01% | 5786 |
|
2022
Q3 | $224K | Buy |
5,989
+2,858
| +91% | +$107K | ﹤0.01% | 5682 |
|
2022
Q2 | $105K | Buy |
3,131
+130
| +4% | +$4.36K | ﹤0.01% | 6246 |
|
2022
Q1 | $100K | Buy |
3,001
+867
| +41% | +$28.9K | ﹤0.01% | 6309 |
|
2021
Q4 | $67K | Sell |
2,134
-1,062
| -33% | -$33.3K | ﹤0.01% | 6662 |
|
2021
Q3 | $91K | Sell |
3,196
-5,396
| -63% | -$154K | ﹤0.01% | 6430 |
|
2021
Q2 | $202K | Buy |
8,592
+153
| +2% | +$3.6K | ﹤0.01% | 6012 |
|
2021
Q1 | $193K | Sell |
8,439
-8,061
| -49% | -$184K | ﹤0.01% | 5678 |
|
2020
Q4 | $317K | Buy |
16,500
+12,344
| +297% | +$237K | ﹤0.01% | 5338 |
|
2020
Q3 | $62K | Sell |
4,156
-911
| -18% | -$13.6K | ﹤0.01% | 5636 |
|
2020
Q2 | $86K | Sell |
5,067
-786
| -13% | -$13.3K | ﹤0.01% | 5475 |
|
2020
Q1 | $88K | Sell |
5,853
-8,292
| -59% | -$125K | ﹤0.01% | 5234 |
|
2019
Q4 | $369K | Buy |
14,145
+9,105
| +181% | +$238K | ﹤0.01% | 5102 |
|
2019
Q3 | $125K | Buy |
5,040
+1,904
| +61% | +$47.2K | ﹤0.01% | 5360 |
|
2019
Q2 | $78K | Buy |
3,136
+184
| +6% | +$4.58K | ﹤0.01% | 5431 |
|
2019
Q1 | $68K | Sell |
2,952
-10,390
| -78% | -$239K | ﹤0.01% | 5535 |
|
2018
Q4 | $289K | Sell |
13,342
-9,075
| -40% | -$197K | ﹤0.01% | 5115 |
|
2018
Q3 | $559K | Buy |
22,417
+1,543
| +7% | +$38.5K | ﹤0.01% | 4937 |
|
2018
Q2 | $551K | Buy |
20,874
+13,774
| +194% | +$364K | ﹤0.01% | 5037 |
|
2018
Q1 | $173K | Buy |
7,100
+1,680
| +31% | +$40.9K | ﹤0.01% | 5530 |
|
2017
Q4 | $107K | Buy |
5,420
+2,487
| +85% | +$49.1K | ﹤0.01% | 5616 |
|
2017
Q3 | $47K | Buy |
+2,933
| New | +$47K | ﹤0.01% | 5794 |
|