Steward Partners Investment Advisory’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 | $310K | Buy |
1,095
+1,024
| +1,442% | +$290K | ﹤0.01% | 1541 |
|
|
2025
Q1 | $21.8K | Buy |
71
+15
| +27% | +$4.6K | ﹤0.01% | 2771 |
|
|
2024
Q4 | $16K | Buy |
56
+5
| +10% | +$1.43K | ﹤0.01% | 2900 |
|
|
2024
Q3 | $15.1K | Buy |
51
+14
| +38% | +$4.14K | ﹤0.01% | 2775 |
|
|
2024
Q2 | $10.1K | Sell |
37
-44
| -54% | -$12K | ﹤0.01% | 2819 |
|
|
2024
Q1 | $19.8K | Sell |
81
-19
| -19% | -$4.65K | ﹤0.01% | 2534 |
|
|
2023
Q4 | $24.8K | Hold |
100
| – | – | ﹤0.01% | 2306 |
|
|
2023
Q3 | $21.2K | Hold |
100
| – | – | ﹤0.01% | 2278 |
|
|
2023
Q2 | $23.4K | Sell |
100
-51
| -34% | -$11.9K | ﹤0.01% | 2211 |
|
|
2023
Q1 | $31.6K | Buy |
151
+31
| +26% | +$6.48K | ﹤0.01% | 2057 |
|
|
2022
Q4 | $25.4K | Buy |
120
+60
| +100% | +$12.7K | ﹤0.01% | 2124 |
|
|
2022
Q3 | $15K | Buy |
60
+16
| +36% | +$4K | ﹤0.01% | 2341 |
|
|
2022
Q2 | $12K | Buy |
44
+15
| +52% | +$4.09K | ﹤0.01% | 2443 |
|
|
2022
Q1 | $10K | Hold |
29
| – | – | ﹤0.01% | 2654 |
|
|
2021
Q4 | $10K | Hold |
29
| – | – | ﹤0.01% | 2586 |
|
|
2021
Q3 | $9K | Sell |
29
-14
| -33% | -$4.35K | ﹤0.01% | 2625 |
|
|
2021
Q2 | $13K | Sell |
43
-16
| -27% | -$4.84K | ﹤0.01% | 5642 |
|
|
2021
Q1 | $16K | Buy |
59
+30
| +103% | +$8.16K | ﹤0.01% | 2570 |
|
|
2020
Q4 | $7K | Sell |
29
-25
| -46% | -$6.03K | ﹤0.01% | 2409 |
|
|
2020
Q3 | $11K | Buy |
54
+25
| +86% | +$5.09K | ﹤0.01% | 2094 |
|
|
2020
Q2 | $7K | Hold |
29
| – | – | ﹤0.01% | 2157 |
|
|
2020
Q1 | $6K | Hold |
29
| – | – | ﹤0.01% | 2019 |
|
|
2019
Q4 | $8K | Hold |
29
| – | – | ﹤0.01% | 2089 |
|
|
2019
Q3 | $9K | Hold |
29
| – | – | ﹤0.01% | 2030 |
|
|
2019
Q2 | $8K | Buy |
+29
| New | +$8K | ﹤0.01% | 2063 |
|
|
2018
Q4 | – | Sell |
-29
| Closed | -$7K | – | 1170 |
|
|
2018
Q3 | $7K | Hold |
29
| – | – | ﹤0.01% | 2008 |
|
|
2018
Q2 | $7K | Sell |
29
-148
| -84% | -$35.7K | ﹤0.01% | 1864 |
|
|
2018
Q1 | $42K | Buy |
+177
| New | +$42K | ﹤0.01% | 1058 |
|