Aptus Capital Advisors’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 | $412K | Sell |
6,471
-318
| -5% | -$20.2K | ﹤0.01% | 717 |
|
2025
Q1 | $422K | Buy |
6,789
+50
| +0.7% | +$3.11K | ﹤0.01% | 682 |
|
2024
Q4 | $387K | Buy |
6,739
+404
| +6% | +$23.2K | ﹤0.01% | 704 |
|
2024
Q3 | $431K | Buy |
6,335
+1,357
| +27% | +$92.3K | 0.01% | 576 |
|
2024
Q2 | $282K | Sell |
4,978
-339
| -6% | -$19.2K | 0.01% | 630 |
|
2024
Q1 | $318K | Buy |
+5,317
| New | +$318K | 0.01% | 608 |
|
2019
Q4 | – | Sell |
-31,563
| Closed | -$2.7M | – | 467 |
|
2019
Q3 | $2.7M | Sell |
31,563
-4,477
| -12% | -$383K | 0.15% | 57 |
|
2019
Q2 | $2.73M | Sell |
36,040
-3,118
| -8% | -$236K | 0.38% | 39 |
|
2019
Q1 | $2.78M | Buy |
+39,158
| New | +$2.78M | 0.47% | 36 |
|