Dynamic Advisor Solutions’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.27M | Buy |
31,396
+4,643
| +17% | +$322K | 0.06% | 304 |
|
|
2026
Q1 | $1.85M | Buy |
26,753
+274
| +1% | +$19.4K | 0.06% | 331 |
|
|
2025
Q4 | $1.78M | Sell |
26,479
-471
| -2% | -$33.1K | 0.06% | 318 |
|
|
2025
Q3 | $1.92M | Sell |
26,950
-67
| -0.2% | -$4.39K | 0.06% | 330 |
|
|
2025
Q2 | $1.72M | Sell |
27,017
-59
| -0.2% | -$3.64K | 0.05% | 329 |
|
|
2025
Q1 | $1.68M | Buy |
27,076
+132
| +0.5% | +$7.88K | 0.06% | 310 |
|
|
2024
Q4 | $1.55M | Buy |
26,944
+387
| +1% | +$24.1K | 0.07% | 250 |
|
|
2024
Q3 | $1.81M | Sell |
26,557
-30
| -0.1% | -$1.94K | 0.05% | 316 |
|
|
2024
Q2 | $1.51M | Sell |
26,587
-430
| -2% | -$25.5K | 0.05% | 355 |
|
|
2024
Q1 | $1.61M | Sell |
27,017
-247
| -0.9% | -$14.2K | 0.05% | 337 |
|
|
2023
Q4 | $1.69M | Buy |
27,264
+375
| +1% | +$21.6K | 0.06% | 307 |
|
|
2023
Q3 | $1.56M | Buy |
26,889
+379
| +1% | +$25.3K | 0.07% | 276 |
|
|
2023
Q2 | $1.88M | Sell |
26,510
-477
| -2% | -$35.5K | 0.1% | 232 |
|
|
2023
Q1 | $2.11M | Sell |
26,987
-1,080
| -4% | -$85.3K | 0.12% | 206 |
|
|
2022
Q4 | $2.35M | Buy |
28,067
+33
| +0.1% | +$2.62K | 0.16% | 154 |
|
|
2022
Q3 | $2.19M | Buy |
28,034
+153
| +0.5% | +$13.5K | 0.17% | 143 |
|
|
2022
Q2 | $2.35M | Sell |
27,881
-159
| -0.6% | -$14.1K | 0.18% | 137 |
|
|
2022
Q1 | $2.47M | Sell |
28,040
-2,708
| -9% | -$232K | 0.17% | 140 |
|
|
2021
Q4 | $2.8M | Buy |
30,748
+1,683
| +6% | +$145K | 0.2% | 121 |
|
|
2021
Q3 | $2.38M | Sell |
29,065
-725
| -2% | -$63K | 0.18% | 138 |
|
|
2021
Q2 | $2.39M | Buy |
29,790
+298
| +1% | +$25.1K | 0.19% | 129 |
|
|
2021
Q1 | $2.55M | Sell |
29,492
-153
| -0.5% | -$13K | 0.24% | 106 |
|
|
2020
Q4 | $2.56M | Sell |
29,645
-227
| -0.8% | -$20.2K | 0.24% | 107 |
|
|
2020
Q3 | $2.5M | Buy |
29,872
+421
| +1% | +$36K | 0.28% | 98 |
|
|
2020
Q2 | $2.45M | Sell |
29,451
-18
| -0.1% | -$1.49K | 0.33% | 84 |
|
|
2020
Q1 | $2.31M | Sell |
29,469
-3,676
| -11% | -$322K | 0.42% | 57 |
|
|
2019
Q4 | $2.82M | Buy |
33,145
+1,020
| +3% | +$84.8K | 0.39% | 66 |
|
|
2019
Q3 | $2.75M | Sell |
32,125
-17
| -0.1% | -$1.35K | 0.43% | 63 |
|
|
2019
Q2 | $2.44M | Sell |
32,142
-576
| -2% | -$42.1K | 0.39% | 71 |
|
|
2019
Q1 | $2.32M | Buy |
32,718
+327
| +1% | +$22.5K | 0.44% | 58 |
|
|
2018
Q4 | $2.18M | Sell |
32,391
-5,458
| -14% | -$356K | 0.46% | 58 |
|
|
2018
Q3 | $2.33M | Sell |
37,849
-6,551
| -15% | -$401K | 0.48% | 56 |
|
|
2018
Q2 | $2.6M | Buy |
44,400
+2,373
| +6% | +$137K | 0.59% | 42 |
|
|
2018
Q1 | $2.48M | Sell |
42,027
-28
| -0.1% | -$1.66K | 0.64% | 38 |
|
|
2017
Q4 | $2.66M | Buy |
42,055
+39
| +0.1% | +$2.47K | 0.87% | 31 |
|
|
2017
Q3 | $2.54M | Sell |
42,016
-244
| -0.6% | -$15.1K | 1% | 23 |
|
|
2017
Q2 | $2.57M | Buy |
42,260
+339
| +0.8% | +$20.6K | 0.99% | 24 |
|
|
2017
Q1 | $2.46M | Buy |
41,921
+2
| +0% | +$114 | 0.96% | 26 |
|
|
2016
Q4 | $2.31M | Buy |
41,919
+24
| +0.1% | +$1.28K | 0.92% | 29 |
|
|
2016
Q3 | $2.27M | Buy |
41,895
+11,023
| +36% | +$622K | 0.86% | 27 |
|
|
2016
Q2 | $1.85M | Sell |
30,872
-546
| -2% | -$30.9K | 0.75% | 40 |
|
|
2016
Q1 | $1.83M | Sell |
31,418
-60
| -0.2% | -$3.27K | 0.78% | 37 |
|
|
2015
Q4 | $1.61M | Buy |
31,478
+8
| +0% | +$407 | 0.67% | 46 |
|
|
2015
Q3 | $1.59M | Buy |
31,470
+250
| +0.8% | +$12K | 0.8% | 38 |
|
|
2015
Q2 | $1.42M | Buy |
31,220
+884
| +3% | +$42.9K | 0.83% | 38 |
|
|
2015
Q1 | $1.53M | Buy |
30,336
+100
| +0.3% | +$5.26K | 0.77% | 39 |
|
|
2014
Q4 | $1.62M | Buy |
30,236
+719
| +2% | +$35.9K | 0.87% | 33 |
|
|
2014
Q3 | $1.31M | Buy |
29,517
+694
| +2% | +$31.2K | 0.71% | 39 |
|
|
2014
Q2 | $1.36M | Buy |
28,823
+1,219
| +4% | +$55.9K | 0.82% | 32 |
|
|
2014
Q1 | $1.26M | Buy |
27,604
+7,221
| +35% | +$315K | 0.86% | 31 |
|
|
2013
Q4 | $864K | Buy |
+20,383
| New | +$856K | 0.64% | 44 |
|
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