Independent Advisor Alliance’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 | $698K | Buy |
10,968
+64
| +0.6% | +$4.07K | 0.02% | 495 |
|
|
2025
Q1 | $677K | Buy |
10,904
+6,783
| +165% | +$421K | 0.02% | 452 |
|
|
2024
Q4 | $237K | Buy |
4,121
+151
| +4% | +$8.67K | ﹤0.01% | 1236 |
|
|
2024
Q3 | $270K | Sell |
3,970
-1,476
| -27% | -$100K | 0.01% | 595 |
|
|
2024
Q2 | $309K | Buy |
5,446
+216
| +4% | +$12.3K | 0.01% | 566 |
|
|
2024
Q1 | $313K | Sell |
5,230
-1,650
| -24% | -$98.6K | 0.01% | 558 |
|
|
2023
Q4 | $425K | Sell |
6,880
-322
| -4% | -$19.9K | 0.02% | 469 |
|
|
2023
Q3 | $419K | Buy |
7,202
+318
| +5% | +$18.5K | 0.02% | 453 |
|
|
2023
Q2 | $488K | Buy |
6,884
+216
| +3% | +$15.3K | 0.02% | 435 |
|
|
2023
Q1 | $522K | Buy |
+6,668
| New | +$522K | 0.03% | 418 |
|
|
2022
Q4 | – | Sell |
-6,445
| Closed | -$502K | – | 489 |
|
|
2022
Q3 | $502K | Buy |
6,445
+611
| +10% | +$47.6K | 0.03% | 373 |
|
|
2022
Q2 | $493K | Sell |
5,834
-1,047
| -15% | -$88.5K | 0.03% | 370 |
|
|
2022
Q1 | $607K | Buy |
6,881
+137
| +2% | +$12.1K | 0.03% | 355 |
|
|
2021
Q4 | $614K | Buy |
6,744
+106
| +2% | +$9.65K | 0.03% | 344 |
|
|
2021
Q3 | $543K | Buy |
6,638
+139
| +2% | +$11.4K | 0.03% | 358 |
|
|
2021
Q2 | $521K | Buy |
6,499
+546
| +9% | +$43.8K | 0.03% | 386 |
|
|
2021
Q1 | $515K | Sell |
5,953
-1,433
| -19% | -$124K | 0.03% | 367 |
|
|
2020
Q4 | $639K | Buy |
7,386
+786
| +12% | +$68K | 0.04% | 296 |
|
|
2020
Q3 | $551K | Sell |
6,600
-95
| -1% | -$7.93K | 0.04% | 267 |
|
|
2020
Q2 | $558K | Buy |
6,695
+15
| +0.2% | +$1.25K | 0.06% | 252 |
|
|
2020
Q1 | $522K | Buy |
6,680
+1,108
| +20% | +$86.6K | 0.08% | 207 |
|
|
2019
Q4 | $474K | Buy |
5,572
+1,045
| +23% | +$88.9K | 0.02% | 546 |
|
|
2019
Q3 | $387K | Sell |
4,527
-49
| -1% | -$4.19K | 0.05% | 287 |
|
|
2019
Q2 | $347K | Buy |
4,576
+3
| +0.1% | +$227 | 0.05% | 271 |
|
|
2019
Q1 | $324K | Buy |
4,573
+400
| +10% | +$28.3K | 0.05% | 298 |
|
|
2018
Q4 | $271K | Buy |
+4,173
| New | +$271K | 0.05% | 309 |
|