Jones Financial Companies’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 | $1.56M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $718K | Buy |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $136K | Buy |
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|
2024
Q1 | $56K | Buy |
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|
2023
Q4 | $55.2K | Sell |
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|
2023
Q3 | $54.4K | Sell |
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|
2023
Q2 | $117K | Buy |
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|
2023
Q1 | $122K | Buy |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | $94K | Sell |
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|
2022
Q2 | $114K | Sell |
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|
2022
Q1 | $163K | Sell |
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|
2021
Q4 | $175K | Sell |
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|
2021
Q3 | $158K | Sell |
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|
2021
Q2 | $156K | Sell |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q4 | $176K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Hold |
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|
2019
Q3 | $214K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $210K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $227K | Buy |
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|
2016
Q2 | $249K | Sell |
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|
2016
Q1 | $318K | Sell |
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|
2015
Q4 | $405K | Sell |
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|
2015
Q3 | $498K | Sell |
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|
2015
Q2 | $1.08M | Sell |
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|
2015
Q1 | $1.3M | Sell |
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|
2014
Q4 | $1.57M | Sell |
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|
2014
Q3 | $1.42M | Buy |
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|
2014
Q2 | $1.45M | Sell |
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|
2014
Q1 | $1.51M | Buy |
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|
2013
Q4 | $1.39M | Buy |
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|
2013
Q3 | $1.2M | Buy |
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|
2013
Q2 | $851K | Buy |
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