Allworth Financial’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $528K | Sell |
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|
2024
Q2 | $740K | Sell |
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|
2024
Q1 | $741K | Sell |
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|
2023
Q4 | $825K | Sell |
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|
2023
Q3 | $780K | Sell |
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|
2023
Q2 | $959K | Buy |
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|
2023
Q1 | $998K | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $985K | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $487K | Sell |
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|
2021
Q1 | $554K | Buy |
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|
2020
Q4 | $549K | Sell |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $673K | Buy |
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|
2020
Q1 | $565K | Buy |
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|
2019
Q4 | $611K | Buy |
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|
2019
Q3 | $610K | Buy |
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|
2019
Q2 | $532K | Hold |
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|
2019
Q1 | $498K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $0 | Sell |
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|
2017
Q4 | $0 | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $4K | Buy |
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