Johnson Financial Group Inc (Wisconsin)’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 | $17.1K | Buy |
+268
| New | +$17.1K | ﹤0.01% | 564 |
|
|
2024
Q1 | – | Sell |
-309
| Closed | -$19.1K | – | 846 |
|
|
2023
Q4 | $19.1K | Sell |
309
-2
| -0.6% | -$123 | ﹤0.01% | 563 |
|
|
2023
Q3 | $18.1K | Sell |
311
-62
| -17% | -$3.61K | ﹤0.01% | 490 |
|
|
2023
Q2 | $26.5K | Buy |
373
+111
| +42% | +$7.87K | ﹤0.01% | 464 |
|
|
2023
Q1 | $20.5K | Buy |
+262
| New | +$20.5K | ﹤0.01% | 488 |
|
|
2020
Q2 | – | Sell |
-132
| Closed | -$11K | – | 454 |
|
|
2020
Q1 | $11K | Buy |
+132
| New | +$11K | ﹤0.01% | 380 |
|
|
2019
Q4 | – | Sell |
-4
| Closed | – | – | 537 |
|
|
2019
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 569 |
|
|
2017
Q2 | – | Sell |
-1,366
| Closed | -$80K | – | 580 |
|
|
2017
Q1 | $80K | Hold |
1,366
| – | – | 0.01% | 345 |
|
|
2016
Q4 | $76K | Buy |
1,366
+1,198
| +713% | +$66.7K | 0.01% | 355 |
|
|
2016
Q3 | $10K | Sell |
168
-1,030
| -86% | -$61.3K | ﹤0.01% | 587 |
|
|
2016
Q2 | $72K | Sell |
1,198
-44
| -4% | -$2.64K | 0.01% | 395 |
|
|
2016
Q1 | $72K | Hold |
1,242
| – | – | 0.01% | 342 |
|
|
2015
Q4 | $63K | Buy |
1,242
+102
| +9% | +$5.17K | 0.01% | 355 |
|
|
2015
Q3 | $58K | Buy |
1,140
+9
| +0.8% | +$458 | 0.01% | 444 |
|
|
2015
Q2 | $51K | Buy |
+1,131
| New | +$51K | 0.01% | 489 |
|
|
2015
Q1 | – | Sell |
-1,106
| Closed | -$60K | – | 834 |
|
|
2014
Q4 | $60K | Sell |
1,106
-128
| -10% | -$6.94K | 0.01% | 463 |
|
|
2014
Q3 | $54K | Buy |
1,234
+62
| +5% | +$2.71K | 0.01% | 437 |
|
|
2014
Q2 | $55K | Sell |
1,172
-180
| -13% | -$8.45K | 0.01% | 440 |
|
|
2014
Q1 | $62K | Hold |
1,352
| – | – | 0.02% | 335 |
|
|
2013
Q4 | $57K | Hold |
1,352
| – | – | 0.02% | 353 |
|
|
2013
Q3 | $56K | Sell |
1,352
-1,180
| -47% | -$48.9K | 0.02% | 376 |
|
|
2013
Q2 | $106K | Buy |
+2,532
| New | +$106K | 0.03% | 311 |
|