Avantax Advisory Services’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 | $2.15M | Buy |
33,810
+18,157
| +116% | +$1.16M | 0.01% | 764 |
|
|
2025
Q1 | $972K | Sell |
15,653
-2,924
| -16% | -$182K | 0.01% | 1103 |
|
|
2024
Q4 | $1.07M | Buy |
18,577
+274
| +1% | +$15.7K | 0.01% | 1014 |
|
|
2024
Q3 | $1.25M | Buy |
18,303
+668
| +4% | +$45.5K | 0.01% | 917 |
|
|
2024
Q2 | $1M | Buy |
17,635
+9,691
| +122% | +$550K | 0.01% | 974 |
|
|
2024
Q1 | $475K | Buy |
7,944
+192
| +2% | +$11.5K | ﹤0.01% | 1063 |
|
|
2023
Q4 | $478K | Buy |
7,752
+17
| +0.2% | +$1.05K | ﹤0.01% | 1009 |
|
|
2023
Q3 | $450K | Sell |
7,735
-3,426
| -31% | -$199K | 0.01% | 988 |
|
|
2023
Q2 | $792K | Buy |
11,161
+3,093
| +38% | +$219K | 0.01% | 766 |
|
|
2023
Q1 | $631K | Buy |
8,068
+3,294
| +69% | +$258K | 0.01% | 818 |
|
|
2022
Q4 | $400K | Buy |
4,774
+879
| +23% | +$73.7K | 0.01% | 966 |
|
|
2022
Q3 | $304K | Sell |
3,895
-162
| -4% | -$12.6K | ﹤0.01% | 1002 |
|
|
2022
Q2 | $343K | Sell |
4,057
-55
| -1% | -$4.65K | 0.01% | 948 |
|
|
2022
Q1 | $362K | Buy |
4,112
+218
| +6% | +$19.2K | 0.01% | 915 |
|
|
2021
Q4 | $354K | Sell |
3,894
-674
| -15% | -$61.3K | 0.01% | 899 |
|
|
2021
Q3 | $376K | Buy |
4,568
+77
| +2% | +$6.34K | 0.01% | 824 |
|
|
2021
Q2 | $360K | Sell |
4,491
-724
| -14% | -$58K | 0.01% | 831 |
|
|
2021
Q1 | $451K | Buy |
5,215
+365
| +8% | +$31.6K | 0.01% | 652 |
|
|
2020
Q4 | $419K | Sell |
4,850
-3,975
| -45% | -$343K | 0.01% | 606 |
|
|
2020
Q3 | $735K | Buy |
8,825
+5,150
| +140% | +$429K | 0.01% | 648 |
|
|
2020
Q2 | $304K | Buy |
+3,675
| New | +$304K | 0.01% | 631 |
|
|
2019
Q2 | – | Sell |
-3,012
| Closed | -$214K | – | 528 |
|
|
2019
Q1 | $214K | Sell |
3,012
-434
| -13% | -$30.8K | 0.01% | 445 |
|
|
2018
Q4 | $223K | Buy |
+3,446
| New | +$223K | 0.04% | 356 |
|