Continuum Advisory’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 | $244K | Buy |
3,830
+1,105
| +41% | +$70.3K | 0.03% | 374 |
|
|
2025
Q1 | $169K | Sell |
2,725
-10
| -0.4% | -$621 | 0.02% | 426 |
|
|
2024
Q4 | $157K | Sell |
2,735
-484
| -15% | -$27.8K | 0.02% | 432 |
|
|
2024
Q3 | $198K | Sell |
3,219
-511
| -14% | -$31.4K | 0.03% | 397 |
|
|
2024
Q2 | $212K | Buy |
3,730
+25
| +0.7% | +$1.42K | 0.03% | 363 |
|
|
2024
Q1 | $229K | Sell |
3,705
-428
| -10% | -$26.4K | 0.03% | 354 |
|
|
2023
Q4 | $255K | Sell |
4,133
-616
| -13% | -$38K | 0.04% | 399 |
|
|
2023
Q3 | $276K | Buy |
4,749
+64
| +1% | +$3.72K | 0.04% | 384 |
|
|
2023
Q2 | $332K | Sell |
4,685
-73
| -2% | -$5.18K | 0.05% | 347 |
|
|
2023
Q1 | $372K | Sell |
4,758
-615
| -11% | -$48.1K | 0.06% | 308 |
|
|
2022
Q4 | $450K | Buy |
5,373
+161
| +3% | +$13.5K | 0.08% | 279 |
|
|
2022
Q3 | $406K | Sell |
5,212
-426
| -8% | -$33.2K | 0.07% | 273 |
|
|
2022
Q2 | $476K | Sell |
5,638
-199
| -3% | -$16.8K | 0.09% | 257 |
|
|
2022
Q1 | $510K | Buy |
5,837
+2,443
| +72% | +$213K | 0.1% | 241 |
|
|
2021
Q4 | $309K | Buy |
3,394
+435
| +15% | +$39.6K | 0.07% | 238 |
|
|
2021
Q3 | $242K | Sell |
2,959
-135
| -4% | -$11K | 0.06% | 255 |
|
|
2021
Q2 | $248K | Buy |
+3,094
| New | +$248K | 0.08% | 234 |
|