Patriot Financial Group Insurance Agency’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 | $642K | Buy |
10,087
+68
| +0.7% | +$4.33K | 0.07% | 272 |
|
|
2025
Q1 | $622K | Buy |
10,019
+8
| +0.1% | +$497 | 0.08% | 257 |
|
|
2024
Q4 | $575K | Sell |
10,011
-38
| -0.4% | -$2.18K | 0.08% | 263 |
|
|
2024
Q3 | $684K | Buy |
10,049
+918
| +10% | +$62.5K | 0.09% | 237 |
|
|
2024
Q2 | $518K | Sell |
9,131
-231
| -2% | -$13.1K | 0.08% | 268 |
|
|
2024
Q1 | $560K | Sell |
9,362
-11
| -0.1% | -$657 | 0.09% | 252 |
|
|
2023
Q4 | $579K | Sell |
9,373
-196
| -2% | -$12.1K | 0.11% | 213 |
|
|
2023
Q3 | $556K | Buy |
9,569
+40
| +0.4% | +$2.33K | 0.12% | 211 |
|
|
2023
Q2 | $676K | Buy |
9,529
+30
| +0.3% | +$2.13K | 0.13% | 189 |
|
|
2023
Q1 | $743K | Buy |
9,499
+16
| +0.2% | +$1.25K | 0.15% | 158 |
|
|
2022
Q4 | $795K | Buy |
9,483
+42
| +0.4% | +$3.52K | 0.11% | 139 |
|
|
2022
Q3 | $736K | Sell |
9,441
-443
| -4% | -$34.5K | 0.18% | 142 |
|
|
2022
Q2 | $835K | Buy |
9,884
+14
| +0.1% | +$1.18K | 0.17% | 134 |
|
|
2022
Q1 | $871K | Buy |
9,870
+76
| +0.8% | +$6.71K | 0.16% | 143 |
|
|
2021
Q4 | $891K | Sell |
9,794
-425
| -4% | -$38.7K | 0.15% | 145 |
|
|
2021
Q3 | $836K | Sell |
10,219
-16
| -0.2% | -$1.31K | 0.15% | 149 |
|
|
2021
Q2 | $821K | Sell |
10,235
-3,371
| -25% | -$270K | 0.15% | 151 |
|
|
2021
Q1 | $1.18M | Buy |
13,606
+3,622
| +36% | +$314K | 0.27% | 84 |
|
|
2020
Q4 | $864K | Buy |
9,984
+591
| +6% | +$51.1K | 0.22% | 107 |
|
|
2020
Q3 | $785K | Buy |
9,393
+84
| +0.9% | +$7.02K | 0.26% | 87 |
|
|
2020
Q2 | $775K | Buy |
9,309
+135
| +1% | +$11.2K | 0.3% | 80 |
|
|
2020
Q1 | $717K | Buy |
9,174
+99
| +1% | +$7.74K | 0.33% | 66 |
|
|
2019
Q4 | $772K | Buy |
9,075
+494
| +6% | +$42K | 0.29% | 66 |
|
|
2019
Q3 | $733K | Buy |
8,581
+6,212
| +262% | +$531K | 0.33% | 58 |
|
|
2019
Q2 | $182K | Sell |
2,369
-28
| -1% | -$2.15K | 0.08% | 211 |
|
|
2019
Q1 | $170K | Buy |
2,397
+52
| +2% | +$3.69K | 0.09% | 187 |
|
|
2018
Q4 | $153K | Sell |
2,345
-534
| -19% | -$34.8K | 0.1% | 158 |
|
|
2018
Q3 | $177K | Buy |
2,879
+1,618
| +128% | +$99.5K | 0.11% | 133 |
|
|
2018
Q2 | $74K | Sell |
1,261
-1,155
| -48% | -$67.8K | 0.08% | 145 |
|
|
2018
Q1 | $142K | Buy |
2,416
+328
| +16% | +$19.3K | 0.11% | 172 |
|
|
2017
Q4 | $130K | Hold |
2,088
| – | – | 0.1% | 174 |
|
|
2017
Q3 | $126K | Hold |
2,088
| – | – | 0.11% | 150 |
|
|
2017
Q2 | $125K | Hold |
2,088
| – | – | 0.13% | 139 |
|
|
2017
Q1 | $124K | Hold |
2,088
| – | – | 0.13% | 130 |
|
|
2016
Q4 | $115K | Buy |
+2,088
| New | +$115K | 0.16% | 129 |
|