Geneos Wealth Management’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 | $123K | Sell |
1,936
-3,250
| -63% | -$207K | ﹤0.01% | 1168 |
|
|
2025
Q1 | $322K | Buy |
5,186
+3,689
| +246% | +$229K | ﹤0.01% | 1057 |
|
|
2024
Q4 | $86K | Sell |
1,497
-96
| -6% | -$5.51K | ﹤0.01% | 1120 |
|
|
2024
Q3 | $108K | Buy |
1,593
+1,416
| +800% | +$96.4K | ﹤0.01% | 940 |
|
|
2024
Q2 | $10K | Sell |
177
-8
| -4% | -$454 | ﹤0.01% | 1548 |
|
|
2024
Q1 | $11.1K | Sell |
185
-12
| -6% | -$717 | ﹤0.01% | 1524 |
|
|
2023
Q4 | $12.2K | Sell |
197
-818
| -81% | -$50.5K | ﹤0.01% | 1498 |
|
|
2023
Q3 | $59K | Buy |
1,015
+703
| +225% | +$40.9K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $22.1K | Buy |
312
+65
| +26% | +$4.61K | ﹤0.01% | 1336 |
|
|
2023
Q1 | $19.3K | Sell |
247
-1,586
| -87% | -$124K | ﹤0.01% | 1356 |
|
|
2022
Q4 | $154K | Hold |
1,833
| – | – | 0.01% | 710 |
|
|
2022
Q3 | $142K | Sell |
1,833
-1,588
| -46% | -$123K | 0.01% | 702 |
|
|
2022
Q2 | $298K | Sell |
3,421
-128
| -4% | -$11.2K | 0.01% | 623 |
|
|
2022
Q1 | $313K | Hold |
3,549
| – | – | 0.01% | 652 |
|
|
2021
Q4 | $322K | Sell |
3,549
-136
| -4% | -$12.3K | 0.01% | 708 |
|
|
2021
Q3 | $301K | Buy |
3,685
+141
| +4% | +$11.5K | 0.01% | 710 |
|
|
2021
Q2 | $286K | Sell |
3,544
-393
| -10% | -$31.7K | 0.01% | 709 |
|
|
2021
Q1 | $339K | Buy |
3,937
+15
| +0.4% | +$1.29K | 0.01% | 746 |
|
|
2020
Q4 | $308K | Buy |
3,922
+388
| +11% | +$30.5K | 0.01% | 663 |
|
|
2020
Q3 | $291K | Buy |
3,534
+4
| +0.1% | +$329 | 0.02% | 570 |
|
|
2020
Q2 | $288K | Buy |
3,530
+1,237
| +54% | +$101K | 0.02% | 555 |
|
|
2020
Q1 | $185K | Sell |
2,293
-149
| -6% | -$12K | 0.01% | 636 |
|
|
2019
Q4 | $205K | Sell |
2,442
-9
| -0.4% | -$756 | 0.01% | 692 |
|
|
2019
Q3 | $209K | Sell |
2,451
-38
| -2% | -$3.24K | 0.01% | 649 |
|
|
2019
Q2 | $188K | Buy |
2,489
+240
| +11% | +$18.1K | 0.01% | 689 |
|
|
2019
Q1 | $159K | Buy |
2,249
+10
| +0.4% | +$707 | 0.01% | 721 |
|
|
2018
Q4 | $144K | Sell |
2,239
-122
| -5% | -$7.85K | 0.01% | 711 |
|
|
2018
Q3 | $145K | Buy |
2,361
+5
| +0.2% | +$307 | 0.01% | 756 |
|
|
2018
Q2 | $138K | Buy |
2,356
+11
| +0.5% | +$644 | 0.01% | 681 |
|
|
2018
Q1 | $138K | Sell |
2,345
-52
| -2% | -$3.06K | 0.01% | 645 |
|
|
2017
Q4 | $151K | Sell |
2,397
-1,343
| -36% | -$84.6K | 0.01% | 616 |
|
|
2017
Q3 | $226K | Buy |
3,740
+1,821
| +95% | +$110K | 0.02% | 480 |
|
|
2017
Q2 | $116K | Buy |
1,919
+5
| +0.3% | +$302 | 0.01% | 639 |
|
|
2017
Q1 | $112K | Sell |
1,914
-93
| -5% | -$5.44K | 0.01% | 629 |
|
|
2016
Q4 | $110K | Sell |
2,007
-257
| -11% | -$14.1K | 0.01% | 593 |
|
|
2016
Q3 | $122K | Buy |
2,264
+52
| +2% | +$2.8K | 0.02% | 549 |
|
|
2016
Q2 | $132K | Sell |
2,212
-31
| -1% | -$1.85K | 0.02% | 527 |
|
|
2016
Q1 | $131K | Buy |
+2,243
| New | +$131K | 0.02% | 519 |
|