Colonial Trust 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 | $15.5K | Sell |
243
-50
| -17% | -$3.18K | ﹤0.01% | 466 |
|
|
2025
Q1 | $18.2K | Hold |
293
| – | – | ﹤0.01% | 439 |
|
|
2024
Q4 | $16.8K | Hold |
293
| – | – | ﹤0.01% | 424 |
|
|
2024
Q3 | $19.9K | Hold |
293
| – | – | ﹤0.01% | 452 |
|
|
2024
Q2 | $16.6K | Sell |
293
-42
| -13% | -$2.38K | ﹤0.01% | 456 |
|
|
2024
Q1 | $20K | Sell |
335
-5
| -1% | -$299 | ﹤0.01% | 476 |
|
|
2023
Q4 | $21K | Buy |
340
+42
| +14% | +$2.59K | ﹤0.01% | 405 |
|
|
2023
Q3 | $17.3K | Sell |
298
-4
| -1% | -$233 | ﹤0.01% | 439 |
|
|
2023
Q2 | $21.4K | Hold |
302
| – | – | ﹤0.01% | 421 |
|
|
2023
Q1 | $23.6K | Hold |
302
| – | – | ﹤0.01% | 411 |
|
|
2022
Q4 | $25.3K | Buy |
+302
| New | +$25.3K | ﹤0.01% | 408 |
|