IFP Advisors’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 | $139K | Buy |
2,155
+446
| +26% | +$28.7K | ﹤0.01% | 1459 |
|
|
2025
Q1 | $106K | Sell |
1,709
-2,328
| -58% | -$145K | ﹤0.01% | 1497 |
|
|
2024
Q4 | $232K | Buy |
4,037
+2,285
| +130% | +$131K | 0.01% | 1058 |
|
|
2024
Q3 | $119K | Sell |
1,752
-491
| -22% | -$33.4K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $127K | Buy |
2,243
+160
| +8% | +$9.08K | 0.01% | 1257 |
|
|
2024
Q1 | $124K | Sell |
2,083
-696
| -25% | -$41.6K | 0.01% | 1195 |
|
|
2023
Q4 | $171K | Sell |
2,779
-671
| -19% | -$41.4K | 0.01% | 1019 |
|
|
2023
Q3 | $201K | Sell |
3,450
-154
| -4% | -$8.96K | 0.01% | 963 |
|
|
2023
Q2 | $256K | Buy |
3,604
+50
| +1% | +$3.55K | 0.01% | 909 |
|
|
2023
Q1 | $198K | Sell |
3,554
-23,866
| -87% | -$1.33M | 0.01% | 951 |
|
|
2022
Q4 | $1.59M | Buy |
27,420
+14,939
| +120% | +$865K | 0.04% | 443 |
|
|
2022
Q3 | $698K | Buy |
12,481
+2,187
| +21% | +$122K | 0.02% | 776 |
|
|
2022
Q2 | $575K | Hold |
10,294
| – | – | 0.02% | 786 |
|
|
2022
Q1 | $575K | Buy |
10,294
+6,666
| +184% | +$372K | 0.02% | 786 |
|
|
2021
Q4 | $333K | Buy |
3,628
+2
| +0.1% | +$184 | 0.01% | 732 |
|
|
2021
Q3 | $296K | Sell |
3,626
-872
| -19% | -$71.2K | 0.01% | 749 |
|
|
2021
Q2 | $361K | Sell |
4,498
-3,231
| -42% | -$259K | 0.01% | 656 |
|
|
2021
Q1 | $671K | Buy |
7,729
+364
| +5% | +$31.6K | 0.01% | 447 |
|
|
2020
Q4 | $642K | Buy |
7,365
+42
| +0.6% | +$3.66K | 0.03% | 436 |
|
|
2020
Q3 | $614K | Sell |
7,323
-127
| -2% | -$10.6K | 0.04% | 387 |
|
|
2020
Q2 | $617K | Buy |
7,450
+650
| +10% | +$53.8K | 0.05% | 369 |
|
|
2020
Q1 | $536K | Buy |
6,800
+550
| +9% | +$43.4K | 0.05% | 336 |
|
|
2019
Q4 | $526K | Sell |
6,250
-188
| -3% | -$15.8K | 0.04% | 420 |
|
|
2019
Q3 | $546K | Buy |
+6,438
| New | +$546K | 0.04% | 465 |
|
|
2019
Q1 | $211K | Sell |
3,007
-2,476
| -45% | -$174K | 0.03% | 454 |
|
|
2018
Q4 | $355K | Sell |
5,483
-1,464
| -21% | -$94.8K | 0.02% | 650 |
|
|
2018
Q3 | $427K | Sell |
6,947
-1,089
| -14% | -$66.9K | 0.02% | 738 |
|
|
2018
Q2 | $471K | Sell |
8,036
-767
| -9% | -$45K | 0.02% | 680 |
|
|
2018
Q1 | $556K | Hold |
8,803
| – | – | 0.03% | 582 |
|
|
2017
Q4 | $556K | Sell |
8,803
-13,331
| -60% | -$842K | 0.03% | 580 |
|
|
2017
Q3 | $1.34M | Sell |
22,134
-975
| -4% | -$58.9K | 0.05% | 358 |
|
|
2017
Q2 | $1.4M | Buy |
23,109
+1,686
| +8% | +$102K | 0.06% | 339 |
|
|
2017
Q1 | $1.26M | Buy |
21,423
+155
| +0.7% | +$9.11K | 0.05% | 365 |
|
|
2016
Q4 | $1.18M | Buy |
21,268
+140
| +0.7% | +$7.74K | 0.06% | 350 |
|
|
2016
Q3 | $1.15M | Sell |
21,128
-915
| -4% | -$49.6K | 0.06% | 326 |
|
|
2016
Q2 | $1.32M | Buy |
22,043
+19,036
| +633% | +$1.14M | 0.07% | 294 |
|
|
2016
Q1 | $211K | Sell |
3,007
-17,135
| -85% | -$1.2M | 0.03% | 454 |
|
|
2015
Q4 | $1.03M | Buy |
+20,142
| New | +$1.03M | 0.07% | 302 |
|