Sovereign Financial Group’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $252K | Buy |
|
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q4 | $209K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $221K | Buy |
|
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $340K | Buy |
|
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $288K | Hold |
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|
2020
Q4 | $251K | Buy |
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