Corient Private Wealth’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 | $4.32M | Sell |
67,852
-1,751
| -3% | -$111K | ﹤0.01% | 805 |
|
|
2025
Q1 | $4.32M | Sell |
69,603
-10,729
| -13% | -$666K | 0.01% | 715 |
|
|
2024
Q4 | $4.61M | Buy |
80,332
+3,496
| +5% | +$201K | 0.01% | 724 |
|
|
2024
Q3 | $5.23M | Sell |
76,836
-751
| -1% | -$51.1K | 0.01% | 718 |
|
|
2024
Q2 | $4.4M | Sell |
77,587
-8,621
| -10% | -$489K | 0.01% | 740 |
|
|
2024
Q1 | $5.15M | Sell |
86,208
-10,936
| -11% | -$654K | 0.01% | 697 |
|
|
2023
Q4 | $6M | Sell |
97,144
-8,393
| -8% | -$518K | 0.01% | 653 |
|
|
2023
Q3 | $6.15M | Buy |
105,537
+29,773
| +39% | +$1.74M | 0.01% | 595 |
|
|
2023
Q2 | $5.38M | Sell |
75,764
-2,059
| -3% | -$146K | 0.01% | 612 |
|
|
2023
Q1 | $6.1M | Buy |
77,823
+22,992
| +42% | +$1.8M | 0.02% | 537 |
|
|
2022
Q4 | $4.59M | Buy |
+54,831
| New | +$4.59M | 0.02% | 521 |
|