Loring Wolcott & Coolidge Fiduciary Advisors’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 | $51.4K | Hold |
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|
2025
Q2 | $44.2K | Hold |
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|
2025
Q1 | $40.3K | Sell |
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|
2024
Q4 | $42.2K | Hold |
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|
2024
Q3 | $48.4K | Hold |
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|
2024
Q2 | $43.3K | Hold |
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|
2024
Q1 | $43.7K | Hold |
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|
2023
Q4 | $39.3K | Sell |
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|
2023
Q3 | $66.1K | Buy |
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|
2023
Q2 | $70.7K | Buy |
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|
2023
Q1 | $47.3K | Sell |
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|
2022
Q4 | $60.8K | Hold |
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|
2022
Q3 | $57K | Hold |
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|
2022
Q2 | $61K | Sell |
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|
2022
Q1 | $94K | Sell |
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|
2021
Q4 | $188K | Hold |
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|
2021
Q3 | $169K | Hold |
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|
2021
Q2 | $166K | Sell |
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|
2021
Q1 | $341K | Buy |
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|
2020
Q4 | $103K | Hold |
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|
2020
Q3 | $99K | Hold |
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|
2020
Q2 | $99K | Hold |
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|
2020
Q1 | $93K | Sell |
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|
2019
Q4 | $135K | Buy |
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|
2019
Q3 | $102K | Hold |
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|
2019
Q2 | $90K | Hold |
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|
2019
Q1 | $84K | Sell |
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|
2018
Q4 | $80K | Buy |
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|
2018
Q3 | $73K | Hold |
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|
2018
Q2 | $70K | Hold |
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|
2018
Q1 | $70K | Sell |
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|
2017
Q4 | $85K | Hold |
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|
2017
Q3 | $81K | Buy |
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|
2017
Q2 | $72K | Hold |
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|
2017
Q1 | $70K | Hold |
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|
2016
Q4 | $66K | Hold |
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|
2016
Q3 | $64K | Hold |
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|
2016
Q2 | $71K | Hold |
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|
2016
Q1 | $69K | Hold |
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|
2015
Q4 | $61K | Buy |
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