EFS
Essex Financial Services’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
20,175
+841
| +4% | +$53.5K | 0.08% | 209 |
|
|
2025
Q1 | $1.2M | Sell |
19,334
-2,461
| -11% | -$153K | 0.09% | 205 |
|
|
2024
Q4 | $1.25M | Buy |
21,795
+876
| +4% | +$50.3K | 0.09% | 194 |
|
|
2024
Q3 | $1.39M | Sell |
20,919
-1,164
| -5% | -$77.1K | 0.1% | 188 |
|
|
2024
Q2 | $1.43M | Buy |
22,083
+2,631
| +14% | +$171K | 0.11% | 181 |
|
|
2024
Q1 | $1.16M | Buy |
19,452
+240
| +1% | +$14.3K | 0.11% | 183 |
|
|
2023
Q4 | $1.19M | Sell |
19,212
-4,303
| -18% | -$266K | 0.12% | 163 |
|
|
2023
Q3 | $1.37M | Buy |
23,515
+4,465
| +23% | +$260K | 0.16% | 134 |
|
|
2023
Q2 | $1.35M | Sell |
19,050
-152
| -0.8% | -$10.8K | 0.15% | 137 |
|
|
2023
Q1 | $1.5M | Buy |
19,202
+5,584
| +41% | +$437K | 0.16% | 135 |
|
|
2022
Q4 | $1.14M | Buy |
13,618
+732
| +6% | +$61.3K | 0.12% | 162 |
|
|
2022
Q3 | $1.01M | Buy |
12,886
+22
| +0.2% | +$1.72K | 0.12% | 159 |
|
|
2022
Q2 | $1.09M | Buy |
12,864
+23
| +0.2% | +$1.94K | 0.12% | 167 |
|
|
2022
Q1 | $1.13M | Buy |
12,841
+181
| +1% | +$16K | 0.11% | 188 |
|
|
2021
Q4 | $1.15M | Buy |
12,660
+174
| +1% | +$15.8K | 0.11% | 181 |
|
|
2021
Q3 | $1.02M | Buy |
12,486
+87
| +0.7% | +$7.11K | 0.12% | 185 |
|
|
2021
Q2 | $1.07M | Hold |
12,399
| – | – | 0.16% | 140 |
|
|
2021
Q1 | $1.07M | Buy |
12,399
+1,160
| +10% | +$100K | 0.19% | 118 |
|
|
2020
Q4 | $972K | Buy |
11,239
+250
| +2% | +$21.6K | 0.19% | 115 |
|
|
2020
Q3 | $918K | Buy |
10,989
+459
| +4% | +$38.3K | 0.23% | 103 |
|
|
2020
Q2 | $877K | Buy |
10,530
+738
| +8% | +$61.5K | 0.27% | 92 |
|
|
2020
Q1 | $766K | Buy |
9,792
+277
| +3% | +$21.7K | 0.27% | 93 |
|
|
2019
Q4 | $809K | Buy |
9,515
+900
| +10% | +$76.5K | 0.22% | 104 |
|
|
2019
Q3 | $736K | Sell |
8,615
-1,656
| -16% | -$141K | 0.24% | 98 |
|
|
2019
Q2 | $778K | Buy |
10,271
+532
| +5% | +$40.3K | 0.23% | 94 |
|
|
2019
Q1 | $691K | Buy |
9,739
+78
| +0.8% | +$5.53K | 0.21% | 102 |
|
|
2018
Q4 | $628K | Sell |
9,661
-1,554
| -14% | -$101K | 0.19% | 110 |
|
|
2018
Q3 | $689K | Sell |
11,215
-85
| -0.8% | -$5.22K | 0.15% | 130 |
|
|
2018
Q2 | $662K | Buy |
11,300
+1,570
| +16% | +$92K | 0.16% | 131 |
|
|
2018
Q1 | $573K | Sell |
9,730
-1,900
| -16% | -$112K | 0.11% | 179 |
|
|
2017
Q4 | $735K | Buy |
11,630
+140
| +1% | +$8.85K | 0.17% | 116 |
|
|
2017
Q3 | $694K | Buy |
11,490
+2,316
| +25% | +$140K | 0.17% | 124 |
|
|
2017
Q2 | $557K | Buy |
9,174
+2,992
| +48% | +$182K | 0.12% | 175 |
|
|
2017
Q1 | $363K | Sell |
6,182
-537
| -8% | -$31.5K | 0.08% | 225 |
|
|
2016
Q4 | $371K | Sell |
6,719
-1,211
| -15% | -$66.9K | 0.08% | 225 |
|
|
2016
Q3 | $430K | Buy |
7,930
+17
| +0.2% | +$922 | 0.1% | 183 |
|
|
2016
Q2 | $474K | Buy |
7,913
+97
| +1% | +$5.81K | 0.11% | 171 |
|
|
2016
Q1 | $456K | Sell |
7,816
-1,453
| -16% | -$84.8K | 0.11% | 181 |
|
|
2015
Q4 | $473K | Sell |
9,269
-5
| -0.1% | -$255 | 0.11% | 180 |
|
|
2015
Q3 | $469K | Buy |
9,274
+249
| +3% | +$12.6K | 0.12% | 182 |
|
|
2015
Q2 | $410K | Sell |
9,025
-1,947
| -18% | -$88.5K | 0.11% | 202 |
|
|
2015
Q1 | $554K | Buy |
10,972
+800
| +8% | +$40.4K | 0.14% | 166 |
|
|
2014
Q4 | $544K | Buy |
10,172
+1,426
| +16% | +$76.3K | 0.14% | 165 |
|
|
2014
Q3 | $387K | Buy |
8,746
+1,981
| +29% | +$87.7K | 0.12% | 191 |
|
|
2014
Q2 | $320K | Buy |
6,765
+13
| +0.2% | +$615 | 0.1% | 219 |
|
|
2014
Q1 | $307K | Sell |
6,752
-93
| -1% | -$4.23K | 0.1% | 214 |
|
|
2013
Q4 | $290K | Buy |
6,845
+1,449
| +27% | +$61.4K | 0.1% | 209 |
|
|
2013
Q3 | $223 | Sell |
5,396
-1,387
| -20% | -$57 | 0.07% | 232 |
|
|
2013
Q2 | $285K | Buy |
+6,783
| New | +$285K | 0.1% | 193 |
|