LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.2K | Hold |
695
| – | – | ﹤0.01% | 393 |
|
|
2025
Q1 | $40.3K | Sell |
695
-30
| -4% | -$1.74K | ﹤0.01% | 395 |
|
|
2024
Q4 | $42.2K | Hold |
725
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $48.4K | Hold |
725
| – | – | ﹤0.01% | 386 |
|
|
2024
Q2 | $43.3K | Hold |
725
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $43.7K | Hold |
725
| – | – | ﹤0.01% | 406 |
|
|
2023
Q4 | $39.3K | Sell |
725
-492
| -40% | -$26.7K | ﹤0.01% | 421 |
|
|
2023
Q3 | $66.1K | Buy |
1,217
+220
| +22% | +$11.9K | ﹤0.01% | 397 |
|
|
2023
Q2 | $70.7K | Buy |
997
+392
| +65% | +$27.8K | ﹤0.01% | 400 |
|
|
2023
Q1 | $47.3K | Sell |
605
-120
| -17% | -$9.39K | ﹤0.01% | 413 |
|
|
2022
Q4 | $60.8K | Hold |
725
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $57K | Hold |
725
| – | – | ﹤0.01% | 394 |
|
|
2022
Q2 | $61K | Sell |
725
-345
| -32% | -$29K | ﹤0.01% | 405 |
|
|
2022
Q1 | $94K | Sell |
1,070
-1,000
| -48% | -$87.9K | ﹤0.01% | 381 |
|
|
2021
Q4 | $188K | Hold |
2,070
| – | – | ﹤0.01% | 322 |
|
|
2021
Q3 | $169K | Hold |
2,070
| – | – | ﹤0.01% | 334 |
|
|
2021
Q2 | $166K | Sell |
2,070
-1,873
| -48% | -$150K | ﹤0.01% | 341 |
|
|
2021
Q1 | $341K | Buy |
3,943
+2,755
| +232% | +$238K | ﹤0.01% | 243 |
|
|
2020
Q4 | $103K | Hold |
1,188
| – | – | ﹤0.01% | 350 |
|
|
2020
Q3 | $99K | Hold |
1,188
| – | – | ﹤0.01% | 326 |
|
|
2020
Q2 | $99K | Hold |
1,188
| – | – | ﹤0.01% | 307 |
|
|
2020
Q1 | $93K | Sell |
1,188
-400
| -25% | -$31.3K | ﹤0.01% | 301 |
|
|
2019
Q4 | $135K | Buy |
1,588
+400
| +34% | +$34K | ﹤0.01% | 308 |
|
|
2019
Q3 | $102K | Hold |
1,188
| – | – | ﹤0.01% | 335 |
|
|
2019
Q2 | $90K | Hold |
1,188
| – | – | ﹤0.01% | 343 |
|
|
2019
Q1 | $84K | Sell |
1,188
-40
| -3% | -$2.83K | ﹤0.01% | 343 |
|
|
2018
Q4 | $80K | Buy |
1,228
+40
| +3% | +$2.61K | ﹤0.01% | 345 |
|
|
2018
Q3 | $73K | Hold |
1,188
| – | – | ﹤0.01% | 382 |
|
|
2018
Q2 | $70K | Hold |
1,188
| – | – | ﹤0.01% | 388 |
|
|
2018
Q1 | $70K | Sell |
1,188
-157
| -12% | -$9.25K | ﹤0.01% | 402 |
|
|
2017
Q4 | $85K | Hold |
1,345
| – | – | ﹤0.01% | 379 |
|
|
2017
Q3 | $81K | Buy |
1,345
+157
| +13% | +$9.46K | ﹤0.01% | 380 |
|
|
2017
Q2 | $72K | Hold |
1,188
| – | – | ﹤0.01% | 386 |
|
|
2017
Q1 | $70K | Hold |
1,188
| – | – | ﹤0.01% | 386 |
|
|
2016
Q4 | $66K | Hold |
1,188
| – | – | ﹤0.01% | 375 |
|
|
2016
Q3 | $64K | Hold |
1,188
| – | – | ﹤0.01% | 381 |
|
|
2016
Q2 | $71K | Hold |
1,188
| – | – | ﹤0.01% | 359 |
|
|
2016
Q1 | $69K | Hold |
1,188
| – | – | ﹤0.01% | 353 |
|
|
2015
Q4 | $61K | Buy |
+1,188
| New | +$61K | ﹤0.01% | 397 |
|