IFP Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $221K | Buy |
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|
2025
Q2 | $139K | Buy |
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|
2025
Q1 | $106K | Sell |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $119K | Sell |
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|
2024
Q2 | $127K | Buy |
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|
2024
Q1 | $124K | Sell |
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|
2023
Q4 | $171K | Sell |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $198K | Sell |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $698K | Buy |
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|
2022
Q2 | $575K | Hold |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $296K | Sell |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $671K | Buy |
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|
2020
Q4 | $642K | Buy |
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|
2020
Q3 | $614K | Sell |
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|
2020
Q2 | $617K | Buy |
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|
2020
Q1 | $536K | Buy |
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|
2019
Q4 | $526K | Sell |
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|
2019
Q3 | $546K | Buy |
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|
2019
Q1 | $211K | Sell |
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|
2018
Q4 | $355K | Sell |
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|
2018
Q3 | $427K | Sell |
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|
2018
Q2 | $471K | Sell |
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|
2018
Q1 | $556K | Hold |
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|
2017
Q4 | $556K | Sell |
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|
2017
Q3 | $1.34M | Sell |
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|
2017
Q2 | $1.4M | Buy |
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|
2017
Q1 | $1.26M | Buy |
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|
2016
Q4 | $1.18M | Buy |
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|
2016
Q3 | $1.15M | Sell |
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|
2016
Q2 | $1.32M | Buy |
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|
2016
Q1 | $211K | Sell |
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|
2015
Q4 | $1.03M | Buy |
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