Steward Partners Investment Advisory’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 | $624K | Buy |
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|
2025
Q2 | $310K | Buy |
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|
2025
Q1 | $21.8K | Buy |
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|
2024
Q4 | $16K | Buy |
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|
2024
Q3 | $15.1K | Buy |
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|
2024
Q2 | $10.1K | Sell |
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|
2024
Q1 | $19.8K | Sell |
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|
2023
Q4 | $24.8K | Hold |
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|
2023
Q3 | $21.2K | Hold |
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|
2023
Q2 | $23.4K | Sell |
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|
2023
Q1 | $31.6K | Buy |
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|
2022
Q4 | $25.4K | Buy |
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|
2022
Q3 | $15K | Buy |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $9K | Sell |
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|
2021
Q2 | $13K | Sell |
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|
2021
Q1 | $16K | Buy |
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|
2020
Q4 | $7K | Sell |
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|
2020
Q3 | $11K | Buy |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $8K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Sell |
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|
2018
Q1 | $42K | Buy |
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