Sound Financial Strategies Group’s Essex Property Trust ESS Stock Holding History

Sound Financial Strategies Group’s Portfolio ESS Stock Details ESS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$731K	Buy
2025 Q1	$762K	Sell
2024 Q4	$876K	Buy
2024 Q3	$795K	Sell
2024 Q2	$792K	Buy
2022 Q2	–	Sell
2022 Q1	$1.6M	Buy