Raymond James Financial Services Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.3M | Buy |
166,456
+12,515
| +8% | +$852K | 0.02% | 806 |
|
|
2024
Q2 | $8.73M | Sell |
153,941
-6,174
| -4% | -$350K | 0.01% | 888 |
|
|
2024
Q1 | $9.57M | Buy |
160,115
+2,318
| +1% | +$139K | 0.01% | 827 |
|
|
2023
Q4 | $9.74M | Buy |
157,797
+2,914
| +2% | +$180K | 0.02% | 770 |
|
|
2023
Q3 | $9.01M | Sell |
154,883
-33,016
| -18% | -$1.92M | 0.02% | 742 |
|
|
2023
Q2 | $13.3M | Sell |
187,899
-12,740
| -6% | -$904K | 0.02% | 600 |
|
|
2023
Q1 | $15.7M | Buy |
200,639
+13,253
| +7% | +$1.04M | 0.03% | 518 |
|
|
2022
Q4 | $15.7M | Buy |
187,386
+8,004
| +4% | +$671K | 0.03% | 497 |
|
|
2022
Q3 | $14M | Sell |
179,382
-2,935
| -2% | -$229K | 0.03% | 498 |
|
|
2022
Q2 | $15.4M | Buy |
182,317
+13,849
| +8% | +$1.17M | 0.03% | 480 |
|
|
2022
Q1 | $14.9M | Sell |
168,468
-2,146
| -1% | -$189K | 0.03% | 541 |
|
|
2021
Q4 | $15.5M | Buy |
170,614
+5,038
| +3% | +$458K | 0.03% | 524 |
|
|
2021
Q3 | $13.5M | Buy |
165,576
+8,103
| +5% | +$663K | 0.03% | 559 |
|
|
2021
Q2 | $12.6M | Buy |
157,473
+16,795
| +12% | +$1.35M | 0.03% | 580 |
|
|
2021
Q1 | $12.2M | Buy |
140,678
+37,174
| +36% | +$3.22M | 0.03% | 549 |
|
|
2020
Q4 | $8.95M | Buy |
103,504
+3,760
| +4% | +$325K | 0.02% | 599 |
|
|
2020
Q3 | $8.33M | Sell |
99,744
-14,543
| -13% | -$1.22M | 0.02% | 571 |
|
|
2020
Q2 | $9.52M | Buy |
114,287
+19,736
| +21% | +$1.64M | 0.03% | 472 |
|
|
2020
Q1 | $7.4M | Buy |
94,551
+1,284
| +1% | +$100K | 0.03% | 448 |
|
|
2019
Q4 | $7.93M | Sell |
93,267
-2,820
| -3% | -$240K | 0.03% | 575 |
|
|
2019
Q3 | $8.21M | Buy |
96,087
+5,972
| +7% | +$510K | 0.03% | 525 |
|
|
2019
Q2 | $6.83M | Buy |
90,115
+11,385
| +14% | +$863K | 0.03% | 567 |
|
|
2019
Q1 | $5.59M | Buy |
78,730
+5,444
| +7% | +$386K | 0.02% | 609 |
|
|
2018
Q4 | $4.77M | Buy |
73,286
+2,033
| +3% | +$132K | 0.03% | 557 |
|
|
2018
Q3 | $4.38M | Buy |
71,253
+8,256
| +13% | +$507K | 0.02% | 703 |
|
|
2018
Q2 | $3.69M | Sell |
62,997
-9,786
| -13% | -$574K | 0.02% | 732 |
|
|
2018
Q1 | $4.29M | Sell |
72,783
-8,658
| -11% | -$510K | 0.02% | 616 |
|
|
2017
Q4 | $5.15M | Buy |
81,441
+20,357
| +33% | +$1.29M | 0.03% | 521 |
|
|
2017
Q3 | $3.69M | Buy |
61,084
+3,998
| +7% | +$242K | 0.02% | 649 |
|
|
2017
Q2 | $3.47M | Buy |
57,086
+6,863
| +14% | +$417K | 0.02% | 654 |
|
|
2017
Q1 | $2.95M | Sell |
50,223
-2,191
| -4% | -$129K | 0.02% | 662 |
|
|
2016
Q4 | $2.9M | Sell |
52,414
-115
| -0.2% | -$6.35K | 0.02% | 627 |
|
|
2016
Q3 | $2.85M | Sell |
52,529
-4,834
| -8% | -$262K | 0.03% | 614 |
|
|
2016
Q2 | $3.44M | Sell |
57,363
-876
| -2% | -$52.5K | 0.03% | 523 |
|
|
2016
Q1 | $3.4M | Sell |
58,239
-6,608
| -10% | -$386K | 0.04% | 433 |
|
|
2015
Q4 | $3.31M | Buy |
64,847
+4,728
| +8% | +$241K | 0.04% | 462 |
|
|
2015
Q3 | $3.04M | Buy |
60,119
+39,568
| +193% | +$2M | 0.05% | 401 |
|
|
2015
Q2 | $933K | Buy |
20,551
+6,986
| +52% | +$317K | 0.07% | 343 |
|
|
2015
Q1 | $685K | Hold |
13,565
| – | – | 0.03% | 412 |
|
|
2014
Q4 | $726K | Buy |
13,565
+750
| +6% | +$40.1K | 0.04% | 410 |
|
|
2014
Q3 | $568K | Hold |
12,815
| – | – | 0.03% | 445 |
|
|
2014
Q2 | $606K | Buy |
12,815
+1,928
| +18% | +$91.2K | 0.04% | 395 |
|
|
2014
Q1 | $495K | Sell |
10,887
-1,000
| -8% | -$45.5K | 0.03% | 438 |
|
|
2013
Q4 | $504K | Hold |
11,887
| – | – | 0.03% | 418 |
|
|
2013
Q3 | $490K | Sell |
11,887
-10,647
| -47% | -$439K | 0.03% | 402 |
|
|
2013
Q2 | $947K | Buy |
+22,534
| New | +$947K | 0.03% | 630 |
|