Apollon Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
11,588
+1,946
| +20% | +$124K | 0.01% | 653 |
|
|
2025
Q1 | $599K | Buy |
9,642
+330
| +4% | +$20.5K | 0.01% | 669 |
|
|
2024
Q4 | $535K | Buy |
9,312
+1,513
| +19% | +$86.9K | 0.01% | 728 |
|
|
2024
Q3 | $531K | Sell |
7,799
-368
| -5% | -$25K | 0.02% | 694 |
|
|
2024
Q2 | $463K | Sell |
8,167
-1,983
| -20% | -$112K | 0.01% | 713 |
|
|
2024
Q1 | $607K | Buy |
10,150
+470
| +5% | +$28.1K | 0.02% | 623 |
|
|
2023
Q4 | $597K | Buy |
9,680
+5,827
| +151% | +$360K | 0.02% | 602 |
|
|
2023
Q3 | $224K | Buy |
3,853
+118
| +3% | +$6.86K | 0.01% | 792 |
|
|
2023
Q2 | $265K | Buy |
3,735
+109
| +3% | +$7.73K | 0.01% | 773 |
|
|
2023
Q1 | $284K | Buy |
3,626
+115
| +3% | +$9K | 0.02% | 688 |
|
|
2022
Q4 | $294K | Sell |
3,511
-25
| -0.7% | -$2.1K | 0.02% | 668 |
|
|
2022
Q3 | $276K | Buy |
3,536
+702
| +25% | +$54.8K | 0.02% | 631 |
|
|
2022
Q2 | $239K | Buy |
2,834
+343
| +14% | +$28.9K | 0.02% | 631 |
|
|
2022
Q1 | $220K | Buy |
+2,491
| New | +$220K | 0.02% | 668 |
|
|
2020
Q3 | – | Sell |
-329
| Closed | -$27K | – | 314 |
|
|
2020
Q2 | $27K | Buy |
+329
| New | +$27K | 0.01% | 323 |
|