Beaumont Financial 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 | $348K | Buy |
5,472
+833
| +18% | +$53K | 0.03% | 274 |
|
|
2025
Q1 | $288K | Hold |
4,639
| – | – | 0.02% | 298 |
|
|
2024
Q4 | $266K | Sell |
4,639
-367
| -7% | -$21.1K | 0.02% | 308 |
|
|
2024
Q3 | $341K | Buy |
5,006
+23
| +0.5% | +$1.57K | 0.03% | 258 |
|
|
2024
Q2 | $283K | Buy |
4,983
+117
| +2% | +$6.64K | 0.02% | 284 |
|
|
2024
Q1 | $291K | Sell |
4,866
-170
| -3% | -$10.2K | 0.02% | 285 |
|
|
2023
Q4 | $311K | Sell |
5,036
-23
| -0.5% | -$1.42K | 0.03% | 257 |
|
|
2023
Q3 | $294K | Buy |
5,059
+32
| +0.6% | +$1.86K | 0.03% | 251 |
|
|
2023
Q2 | $357K | Sell |
5,027
-47
| -0.9% | -$3.33K | 0.03% | 240 |
|
|
2023
Q1 | $397K | Sell |
5,074
-365
| -7% | -$28.6K | 0.04% | 204 |
|
|
2022
Q4 | $456K | Sell |
5,439
-82
| -1% | -$6.88K | 0.05% | 188 |
|
|
2022
Q3 | $430K | Hold |
5,521
| – | – | 0.04% | 186 |
|
|
2022
Q2 | $466K | Sell |
5,521
-100
| -2% | -$8.44K | 0.04% | 185 |
|
|
2022
Q1 | $496K | Buy |
5,621
+7
| +0.1% | +$618 | 0.04% | 208 |
|
|
2021
Q4 | $511K | Hold |
5,614
| – | – | 0.04% | 207 |
|
|
2021
Q3 | $459K | Sell |
5,614
-503
| -8% | -$41.1K | 0.04% | 214 |
|
|
2021
Q2 | $491K | Sell |
6,117
-250
| -4% | -$20.1K | 0.04% | 212 |
|
|
2021
Q1 | $551K | Sell |
6,367
-220
| -3% | -$19K | 0.05% | 185 |
|
|
2020
Q4 | $570K | Sell |
6,587
-256
| -4% | -$22.2K | 0.05% | 183 |
|
|
2020
Q3 | $572K | Sell |
6,843
-901
| -12% | -$75.3K | 0.05% | 184 |
|
|
2020
Q2 | $645K | Sell |
7,744
-431
| -5% | -$35.9K | 0.07% | 159 |
|
|
2020
Q1 | $639K | Sell |
8,175
-259
| -3% | -$20.2K | 0.08% | 126 |
|
|
2019
Q4 | $717K | Buy |
8,434
+4,431
| +111% | +$377K | 0.07% | 153 |
|
|
2019
Q3 | $342K | Buy |
4,003
+114
| +3% | +$9.74K | 0.03% | 199 |
|
|
2019
Q2 | $295K | Hold |
3,889
| – | – | 0.03% | 199 |
|
|
2019
Q1 | $276K | Hold |
3,889
| – | – | 0.03% | 193 |
|
|
2018
Q4 | $253K | Sell |
3,889
-131
| -3% | -$8.52K | 0.04% | 173 |
|
|
2018
Q3 | $247K | Hold |
4,020
| – | – | 0.02% | 200 |
|
|
2018
Q2 | $236K | Buy |
+4,020
| New | +$236K | 0.03% | 184 |
|