UBS Group’s Esquire Financial Holdings ESQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.83M | Sell |
29,949
-2,085
| -7% | -$197K | ﹤0.01% | 3532 |
|
2025
Q1 | $2.41M | Buy |
32,034
+12,377
| +63% | +$933K | ﹤0.01% | 3575 |
|
2024
Q4 | $1.56M | Buy |
19,657
+15,319
| +353% | +$1.22M | ﹤0.01% | 3906 |
|
2024
Q3 | $283K | Buy |
4,338
+898
| +26% | +$58.6K | ﹤0.01% | 4455 |
|
2024
Q2 | $164K | Sell |
3,440
-4,501
| -57% | -$214K | ﹤0.01% | 4684 |
|
2024
Q1 | $377K | Sell |
7,941
-517
| -6% | -$24.5K | ﹤0.01% | 4289 |
|
2023
Q4 | $423K | Buy |
8,458
+4,000
| +90% | +$200K | ﹤0.01% | 4088 |
|
2023
Q3 | $204K | Sell |
4,458
-458
| -9% | -$20.9K | ﹤0.01% | 4265 |
|
2023
Q2 | $225K | Buy |
4,916
+712
| +17% | +$32.6K | ﹤0.01% | 4372 |
|
2023
Q1 | $164K | Buy |
4,204
+1,004
| +31% | +$39.3K | ﹤0.01% | 4490 |
|
2022
Q4 | $138K | Buy |
3,200
+2,270
| +244% | +$98.2K | ﹤0.01% | 4681 |
|
2022
Q3 | $35K | Sell |
930
-261
| -22% | -$9.82K | ﹤0.01% | 5605 |
|
2022
Q2 | $40K | Sell |
1,191
-199
| -14% | -$6.68K | ﹤0.01% | 5073 |
|
2022
Q1 | $46K | Buy |
1,390
+460
| +49% | +$15.2K | ﹤0.01% | 5552 |
|
2021
Q4 | $29K | Hold |
930
| – | – | ﹤0.01% | 6311 |
|
2021
Q3 | $27K | Sell |
930
-95
| -9% | -$2.76K | ﹤0.01% | 5724 |
|
2021
Q2 | $24K | Sell |
1,025
-1,551
| -60% | -$36.3K | ﹤0.01% | 6045 |
|
2021
Q1 | $59K | Buy |
2,576
+63
| +3% | +$1.44K | ﹤0.01% | 5372 |
|
2020
Q4 | $48K | Sell |
2,513
-661
| -21% | -$12.6K | ﹤0.01% | 5224 |
|
2020
Q3 | $48K | Sell |
3,174
-1,898
| -37% | -$28.7K | ﹤0.01% | 4826 |
|
2020
Q2 | $86K | Sell |
5,072
-1,608
| -24% | -$27.3K | ﹤0.01% | 4595 |
|
2020
Q1 | $100K | Sell |
6,680
-3,321
| -33% | -$49.7K | ﹤0.01% | 4435 |
|
2019
Q4 | $260K | Buy |
10,001
+1,854
| +23% | +$48.2K | ﹤0.01% | 4420 |
|
2019
Q3 | $202K | Buy |
8,147
+3,743
| +85% | +$92.8K | ﹤0.01% | 4361 |
|
2019
Q2 | $111K | Buy |
4,404
+1,426
| +48% | +$35.9K | ﹤0.01% | 4473 |
|
2019
Q1 | $68K | Sell |
2,978
-1,826
| -38% | -$41.7K | ﹤0.01% | 4530 |
|
2018
Q4 | $104K | Buy |
4,804
+444
| +10% | +$9.61K | ﹤0.01% | 4631 |
|
2018
Q3 | $109K | Buy |
4,360
+2,808
| +181% | +$70.2K | ﹤0.01% | 4657 |
|
2018
Q2 | $41K | Buy |
1,552
+304
| +24% | +$8.03K | ﹤0.01% | 5237 |
|
2018
Q1 | $30K | Buy |
+1,248
| New | +$30K | ﹤0.01% | 5219 |
|
2017
Q4 | – | Sell |
-37
| Closed | -$1K | – | 6873 |
|
2017
Q3 | $1K | Sell |
37
-549
| -94% | -$14.8K | ﹤0.01% | 6638 |
|
2017
Q2 | $9K | Buy |
+586
| New | +$9K | ﹤0.01% | 5891 |
|