Patriot Financial Group Insurance Agency’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 | $700K | Sell |
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|
2025
Q2 | $642K | Buy |
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|
2025
Q1 | $622K | Buy |
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|
2024
Q4 | $575K | Sell |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $518K | Sell |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $556K | Buy |
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $743K | Buy |
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|
2022
Q4 | $795K | Buy |
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|
2022
Q3 | $736K | Sell |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $871K | Buy |
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|
2021
Q4 | $891K | Sell |
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|
2021
Q3 | $836K | Sell |
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|
2021
Q2 | $821K | Sell |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $864K | Buy |
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|
2020
Q3 | $785K | Buy |
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|
2020
Q2 | $775K | Buy |
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|
2020
Q1 | $717K | Buy |
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|
2019
Q4 | $772K | Buy |
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|
2019
Q3 | $733K | Buy |
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|
2019
Q2 | $182K | Sell |
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|
2019
Q1 | $170K | Buy |
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|
2018
Q4 | $153K | Sell |
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|
2018
Q3 | $177K | Buy |
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|
2018
Q2 | $74K | Sell |
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|
2018
Q1 | $142K | Buy |
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|
2017
Q4 | $130K | Hold |
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|
2017
Q3 | $126K | Hold |
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|
2017
Q2 | $125K | Hold |
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|
2017
Q1 | $124K | Hold |
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|
2016
Q4 | $115K | Buy |
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