Wells Fargo’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
$1.45M Sell
15,320
-31
-0.2% -$2.93K ﹤0.01% 3140
2025
Q1
$1.16M Buy
15,351
+76
+0.5% +$5.73K ﹤0.01% 3181
2024
Q4
$1.21M Buy
15,275
+1,095
+8% +$87.1K ﹤0.01% 3139
2024
Q3
$925K Sell
14,180
-80
-0.6% -$5.22K ﹤0.01% 3250
2024
Q2
$679K Buy
14,260
+262
+2% +$12.5K ﹤0.01% 3395
2024
Q1
$664K Buy
13,998
+300
+2% +$14.2K ﹤0.01% 3372
2023
Q4
$684K Buy
13,698
+307
+2% +$15.3K ﹤0.01% 3328
2023
Q3
$612K Sell
13,391
-1,148
-8% -$52.5K ﹤0.01% 3370
2023
Q2
$665K Buy
14,539
+1,499
+11% +$68.6K ﹤0.01% 3548
2023
Q1
$510K Buy
13,040
+691
+6% +$27K ﹤0.01% 3594
2022
Q4
$534K Sell
12,349
-121
-1% -$5.23K ﹤0.01% 3377
2022
Q3
$468K Buy
12,470
+3,241
+35% +$122K ﹤0.01% 3483
2022
Q2
$307K Buy
9,229
+9,187
+21,874% +$306K ﹤0.01% 3813
2022
Q1
$1K Buy
42
+1
+2% +$24 ﹤0.01% 6426
2021
Q4
$1K Hold
41
﹤0.01% 6436
2021
Q3
$1K Sell
41
-2
-5% -$49 ﹤0.01% 6358
2021
Q2
$1K Sell
43
-10,508
-100% -$244K ﹤0.01% 6310
2021
Q1
$241K Sell
10,551
-12,318
-54% -$281K ﹤0.01% 4760
2020
Q4
$439K Sell
22,869
-5,871
-20% -$113K ﹤0.01% 4520
2020
Q3
$431K Buy
28,740
+6,120
+27% +$91.8K ﹤0.01% 4341
2020
Q2
$382K Buy
22,620
+731
+3% +$12.3K ﹤0.01% 4380
2020
Q1
$329K Buy
21,889
+10,860
+98% +$163K ﹤0.01% 4219
2019
Q4
$288K Buy
11,029
+1,402
+15% +$36.6K ﹤0.01% 4615
2019
Q3
$238K Sell
9,627
-40
-0.4% -$989 ﹤0.01% 4687
2019
Q2
$244K Buy
9,667
+601
+7% +$15.2K ﹤0.01% 4691
2019
Q1
$207K Sell
9,066
-9
-0.1% -$205 ﹤0.01% 4733
2018
Q4
$197K Buy
9,075
+3,247
+56% +$70.5K ﹤0.01% 4725
2018
Q3
$145K Buy
5,828
+224
+4% +$5.57K ﹤0.01% 4973
2018
Q2
$148K Buy
+5,604
New +$148K ﹤0.01% 4983