Truist Financial’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
$3.2M Buy
11,286
+273
+2% +$77.4K ﹤0.01% 1064
2025
Q1
$3.38M Buy
11,013
+160
+1% +$49K 0.01% 983
2024
Q4
$3.1M Sell
10,853
-80
-0.7% -$22.8K ﹤0.01% 1037
2024
Q3
$3.23M Sell
10,933
-9,774
-47% -$2.89M 0.01% 1015
2024
Q2
$5.64M Buy
20,707
+55
+0.3% +$15K 0.01% 808
2024
Q1
$5.06M Buy
20,652
+5,089
+33% +$1.25M 0.01% 874
2023
Q4
$3.86M Sell
15,563
-197
-1% -$48.8K 0.01% 964
2023
Q3
$3.34M Sell
15,760
-588
-4% -$125K 0.01% 1002
2023
Q2
$3.83M Sell
16,348
-784
-5% -$184K 0.01% 946
2023
Q1
$3.58M Sell
17,132
-464
-3% -$97K 0.01% 967
2022
Q4
$3.73M Sell
17,596
-3,807
-18% -$807K 0.01% 926
2022
Q3
$5.18M Buy
21,403
+3,190
+18% +$773K 0.01% 771
2022
Q2
$4.76M Sell
18,213
-517
-3% -$135K 0.01% 815
2022
Q1
$6.47M Buy
18,730
+609
+3% +$210K 0.01% 788
2021
Q4
$6.38M Buy
18,121
+565
+3% +$199K 0.01% 798
2021
Q3
$5.61M Sell
17,556
-585
-3% -$187K 0.01% 833
2021
Q2
$5.44M Buy
18,141
+919
+5% +$276K 0.01% 843
2021
Q1
$4.68M Sell
17,222
-31,044
-64% -$8.44M 0.01% 855
2020
Q4
$11.5M Buy
48,266
+33,242
+221% +$7.89M 0.02% 557
2020
Q3
$3.02M Buy
15,024
+154
+1% +$30.9K 0.01% 914
2020
Q2
$3.41M Buy
14,870
+2,005
+16% +$459K 0.01% 821
2020
Q1
$2.83M Sell
12,865
-8
-0.1% -$1.76K 0.01% 839
2019
Q4
$3.87M Buy
12,873
+11,961
+1,312% +$3.6M 0.01% 842
2019
Q3
$298K Sell
912
-152
-14% -$49.7K 0.01% 677
2019
Q2
$311K Buy
+1,064
New +$311K 0.01% 675
2017
Q4
Sell
-175
Closed -$44K 799
2017
Q3
$44K Hold
175
﹤0.01% 797
2017
Q2
$45K Hold
175
﹤0.01% 783
2017
Q1
$41K Hold
175
﹤0.01% 815
2016
Q4
$41K Hold
175
﹤0.01% 826
2016
Q3
$39K Hold
175
﹤0.01% 824
2016
Q2
$40K Hold
175
﹤0.01% 842
2016
Q1
$41K Hold
175
﹤0.01% 779
2015
Q4
$42K Hold
175
﹤0.01% 765
2015
Q3
$39K Buy
+175
New +$39K ﹤0.01% 807
2015
Q2
Sell
-1,278
Closed -$294K 832
2015
Q1
$294K Buy
1,278
+78
+7% +$17.9K 0.01% 669
2014
Q4
$248K Sell
1,200
-159
-12% -$32.9K 0.01% 685
2014
Q3
$243K Buy
+1,359
New +$243K 0.01% 679