Beacon Pointe Advisors’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
Q3 | $569K | Sell |
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|
2025
Q2 | $544K | Sell |
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|
2025
Q1 | $537K | Buy |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $759K | Buy |
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|
2024
Q1 | $787K | Buy |
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|
2023
Q4 | $810K | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $729K | Sell |
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|
2021
Q3 | $669K | Buy |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $353K | Sell |
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|
2020
Q3 | $355K | Buy |
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|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $347K | Buy |
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|
2019
Q4 | $377K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $310K | Buy |
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