United Capital Financial Advisors’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 | $277K | Buy |
976
+18
| +2% | +$5.1K | ﹤0.01% | 942 |
|
|
2025
Q1 | $294K | Buy |
958
+139
| +17% | +$42.6K | ﹤0.01% | 885 |
|
|
2024
Q4 | $234K | Sell |
819
-912
| -53% | -$260K | ﹤0.01% | 963 |
|
|
2024
Q3 | $511K | Buy |
1,731
+111
| +7% | +$32.8K | ﹤0.01% | 720 |
|
|
2024
Q2 | $441K | Sell |
1,620
-41
| -2% | -$11.2K | ﹤0.01% | 731 |
|
|
2024
Q1 | $407K | Sell |
1,661
-430
| -21% | -$105K | ﹤0.01% | 783 |
|
|
2023
Q4 | $519K | Sell |
2,091
-567
| -21% | -$141K | ﹤0.01% | 713 |
|
|
2023
Q3 | $564K | Sell |
2,658
-488
| -16% | -$103K | ﹤0.01% | 620 |
|
|
2023
Q2 | $737K | Sell |
3,146
-221
| -7% | -$51.8K | ﹤0.01% | 613 |
|
|
2023
Q1 | $704K | Sell |
3,367
-188
| -5% | -$39.3K | ﹤0.01% | 654 |
|
|
2022
Q4 | $753K | Sell |
3,555
-599
| -14% | -$127K | ﹤0.01% | 686 |
|
|
2022
Q3 | $1.01M | Sell |
4,154
-28
| -0.7% | -$6.78K | 0.01% | 609 |
|
|
2022
Q2 | $1.09M | Sell |
4,182
-149
| -3% | -$39K | 0.01% | 622 |
|
|
2022
Q1 | $1.5M | Buy |
4,331
+164
| +4% | +$56.6K | 0.01% | 579 |
|
|
2021
Q4 | $1.47M | Buy |
4,167
+419
| +11% | +$148K | 0.01% | 601 |
|
|
2021
Q3 | $1.2M | Buy |
3,748
+281
| +8% | +$89.9K | 0.01% | 625 |
|
|
2021
Q2 | $1.04M | Buy |
3,467
+352
| +11% | +$106K | 0.01% | 687 |
|
|
2021
Q1 | $847K | Buy |
3,115
+269
| +9% | +$73.1K | ﹤0.01% | 709 |
|
|
2020
Q4 | $676K | Sell |
2,846
-1,344
| -32% | -$319K | ﹤0.01% | 769 |
|
|
2020
Q3 | $841K | Sell |
4,190
-647
| -13% | -$130K | 0.01% | 699 |
|
|
2020
Q2 | $1.11M | Sell |
4,837
-542
| -10% | -$124K | 0.01% | 631 |
|
|
2020
Q1 | $1.19M | Sell |
5,379
-288
| -5% | -$63.4K | 0.01% | 590 |
|
|
2019
Q4 | $1.71M | Buy |
5,667
+565
| +11% | +$170K | 0.01% | 630 |
|
|
2019
Q3 | $1.67M | Sell |
5,102
-297
| -6% | -$97K | 0.01% | 618 |
|
|
2019
Q2 | $1.58M | Buy |
5,399
+478
| +10% | +$140K | 0.01% | 678 |
|
|
2019
Q1 | $1.42M | Sell |
4,921
-7,282
| -60% | -$2.11M | 0.01% | 675 |
|
|
2018
Q4 | $2.99M | Sell |
12,203
-974
| -7% | -$239K | 0.02% | 468 |
|
|
2018
Q3 | $3.25M | Sell |
13,177
-565
| -4% | -$139K | 0.02% | 511 |
|
|
2018
Q2 | $3.29M | Sell |
13,742
-1,409
| -9% | -$337K | 0.02% | 493 |
|
|
2018
Q1 | $3.65M | Sell |
15,151
-8,511
| -36% | -$2.05M | 0.03% | 463 |
|
|
2017
Q4 | $5.71M | Buy |
23,662
+632
| +3% | +$153K | 0.05% | 386 |
|
|
2017
Q3 | $5.85M | Buy |
23,030
+16,309
| +243% | +$4.14M | 0.05% | 364 |
|
|
2017
Q2 | $1.73M | Buy |
6,721
+615
| +10% | +$158K | 0.02% | 618 |
|
|
2017
Q1 | $1.41M | Sell |
6,106
-20,765
| -77% | -$4.81M | 0.01% | 650 |
|
|
2016
Q4 | $6.25M | Buy |
26,871
+558
| +2% | +$130K | 0.06% | 334 |
|
|
2016
Q3 | $5.86M | Buy |
26,313
+1,504
| +6% | +$335K | 0.06% | 355 |
|
|
2016
Q2 | $5.66M | Buy |
24,809
+564
| +2% | +$129K | 0.06% | 344 |
|
|
2016
Q1 | $5.67M | Buy |
24,245
+399
| +2% | +$93.3K | 0.06% | 312 |
|
|
2015
Q4 | $5.71M | Buy |
23,846
+1,408
| +6% | +$337K | 0.07% | 304 |
|
|
2015
Q3 | $5.01M | Buy |
22,438
+4,317
| +24% | +$964K | 0.06% | 322 |
|
|
2015
Q2 | $3.85M | Buy |
18,121
+3,363
| +23% | +$715K | 0.04% | 411 |
|
|
2015
Q1 | $3.28M | Buy |
14,758
+3,214
| +28% | +$713K | 0.04% | 443 |
|
|
2014
Q4 | $2.39M | Buy |
11,544
+415
| +4% | +$85.7K | 0.04% | 423 |
|
|
2014
Q3 | $1.99M | Buy |
+11,129
| New | +$1.99M | 0.03% | 440 |
|
|
2014
Q2 | – | Sell |
-2,448
| Closed | -$416K | – | 833 |
|
|
2014
Q1 | $416K | Buy |
+2,448
| New | +$416K | 0.01% | 679 |
|