Stephens Inc’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
Q3 | – | Sell |
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|
2025
Q2 | $280K | Buy |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $282K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $541K | Sell |
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|
2022
Q2 | $645K | Sell |
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|
2022
Q1 | $951K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $940K | Buy |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $877K | Sell |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $690K | Sell |
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|
2019
Q2 | $841K | Sell |
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|
2019
Q1 | $866K | Sell |
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|
2018
Q4 | $767K | Buy |
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|
2018
Q3 | $230K | Buy |
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|
2018
Q2 | $222K | Buy |
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|
2018
Q1 | $222K | Buy |
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|
2017
Q4 | $220K | Hold |
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|
2017
Q3 | $232K | Buy |
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|
2017
Q2 | $234K | Hold |
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|
2017
Q1 | $210K | Hold |
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|
2016
Q4 | $211K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $251K | Sell |
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|
2016
Q1 | $309K | Buy |
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|
2015
Q4 | $235K | Buy |
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|
2015
Q3 | $218K | Sell |
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|
2015
Q2 | $2.68M | Buy |
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|
2015
Q1 | $2.85M | Sell |
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|
2014
Q4 | $2.62M | Buy |
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|
2014
Q3 | $2.14M | Buy |
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|
2014
Q2 | $2.1M | Sell |
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|
2014
Q1 | $1.99M | Sell |
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|
2013
Q4 | $2.09M | Buy |
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|
2013
Q3 | $2.13M | Buy |
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|
2013
Q2 | $1.85M | Buy |
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