Greenleaf Trust’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 | $586K | Sell |
9,208
-1,837
| -17% | -$117K | 0.01% | 450 |
|
|
2025
Q1 | $686K | Buy |
11,045
+2,880
| +35% | +$179K | 0.01% | 416 |
|
|
2024
Q4 | $469K | Sell |
8,165
-1,398
| -15% | -$80.3K | ﹤0.01% | 519 |
|
|
2024
Q3 | $651K | Buy |
9,563
+1,372
| +17% | +$93.4K | 0.01% | 450 |
|
|
2024
Q2 | $465K | Buy |
8,191
+134
| +2% | +$7.6K | ﹤0.01% | 501 |
|
|
2024
Q1 | $482K | Sell |
8,057
-1,452
| -15% | -$86.8K | ﹤0.01% | 487 |
|
|
2023
Q4 | $587K | Buy |
9,509
+1,007
| +12% | +$62.2K | 0.01% | 414 |
|
|
2023
Q3 | $494K | Buy |
8,502
+3,422
| +67% | +$199K | 0.01% | 438 |
|
|
2023
Q2 | $360K | Sell |
5,080
-2,050
| -29% | -$145K | ﹤0.01% | 543 |
|
|
2023
Q1 | $558K | Buy |
7,130
+1,538
| +28% | +$120K | 0.01% | 415 |
|
|
2022
Q4 | $469K | Buy |
5,592
+1,374
| +33% | +$115K | 0.01% | 460 |
|
|
2022
Q3 | $329K | Buy |
4,218
+866
| +26% | +$67.5K | ﹤0.01% | 509 |
|
|
2022
Q2 | $283K | Sell |
3,352
-57
| -2% | -$4.81K | ﹤0.01% | 568 |
|
|
2022
Q1 | $301K | Sell |
3,409
-589
| -15% | -$52K | ﹤0.01% | 589 |
|
|
2021
Q4 | $364K | Sell |
3,998
-388
| -9% | -$35.3K | ﹤0.01% | 538 |
|
|
2021
Q3 | $359K | Sell |
4,386
-136
| -3% | -$11.1K | ﹤0.01% | 515 |
|
|
2021
Q2 | $363K | Sell |
4,522
-878
| -16% | -$70.5K | ﹤0.01% | 499 |
|
|
2021
Q1 | $468K | Buy |
5,400
+330
| +7% | +$28.6K | 0.01% | 398 |
|
|
2020
Q4 | $439K | Buy |
5,070
+62
| +1% | +$5.37K | 0.01% | 372 |
|
|
2020
Q3 | $418K | Buy |
5,008
+245
| +5% | +$20.4K | 0.01% | 333 |
|
|
2020
Q2 | $397K | Buy |
4,763
+1,940
| +69% | +$162K | 0.01% | 336 |
|
|
2020
Q1 | $221K | Buy |
2,823
+465
| +20% | +$36.4K | ﹤0.01% | 405 |
|
|
2019
Q4 | $201K | Buy |
+2,358
| New | +$201K | ﹤0.01% | 524 |
|
|
2018
Q1 | – | Sell |
-192
| Closed | -$12K | – | 578 |
|
|
2017
Q4 | $12K | Sell |
192
-30
| -14% | -$1.88K | ﹤0.01% | 648 |
|
|
2017
Q3 | $13K | Buy |
+222
| New | +$13K | ﹤0.01% | 640 |
|