Sigma Planning Corp’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
$1.16M Buy
4,080
+27
+0.7% +$7.65K 0.03% 454
2025
Q1
$1.24M Buy
4,053
+65
+2% +$19.9K 0.04% 414
2024
Q4
$1.14M Buy
3,988
+1,145
+40% +$327K 0.04% 450
2024
Q3
$840K Sell
2,843
-41
-1% -$12.1K 0.03% 557
2024
Q2
$785K Buy
2,884
+1
+0% +$272 0.02% 552
2024
Q1
$706K Buy
2,883
+1,737
+152% +$425K 0.02% 622
2023
Q4
$284K Sell
1,146
-1,649
-59% -$409K 0.02% 642
2023
Q3
$593K Sell
2,795
-14
-0.5% -$2.97K 0.02% 637
2023
Q2
$658K Buy
2,809
+9
+0.3% +$2.11K 0.02% 624
2023
Q1
$586K Buy
2,800
+1,684
+151% +$352K 0.02% 736
2022
Q4
$237K Buy
+1,116
New +$237K 0.01% 1071