Lido 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 | $1.07M | Buy |
16,764
+11,391
| +212% | +$725K | ﹤0.01% | 738 |
|
|
2025
Q1 | $334K | Buy |
+5,373
| New | +$334K | ﹤0.01% | 1079 |
|
|
2024
Q4 | – | Sell |
-6,051
| Closed | -$412K | – | 1339 |
|
|
2024
Q3 | $412K | Sell |
6,051
-13,991
| -70% | -$952K | ﹤0.01% | 921 |
|
|
2024
Q2 | $1.14M | Buy |
20,042
+4,529
| +29% | +$257K | 0.01% | 564 |
|
|
2024
Q1 | $927K | Buy |
15,513
+10,753
| +226% | +$643K | 0.01% | 623 |
|
|
2023
Q4 | $294K | Sell |
4,760
-1,405
| -23% | -$86.7K | ﹤0.01% | 937 |
|
|
2023
Q3 | $358K | Sell |
6,165
-19,523
| -76% | -$1.14M | ﹤0.01% | 766 |
|
|
2023
Q2 | $1.82M | Sell |
25,688
-4,343
| -14% | -$308K | 0.01% | 360 |
|
|
2023
Q1 | $2.35M | Buy |
30,031
+15,502
| +107% | +$1.21M | 0.02% | 299 |
|
|
2022
Q4 | $1.22M | Buy |
14,529
+4,694
| +48% | +$394K | 0.01% | 339 |
|
|
2022
Q3 | $766K | Buy |
+9,835
| New | +$766K | 0.01% | 389 |
|
|
2022
Q2 | – | Sell |
-4,461
| Closed | -$393K | – | 860 |
|
|
2022
Q1 | $393K | Buy |
+4,461
| New | +$393K | ﹤0.01% | 612 |
|