SAG
SageView Advisory Group’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
4,737
+895
| +23% | +$58.3K | 0.01% | 484 |
|
|
2025
Q1 | $239K | Sell |
3,842
-170
| -4% | -$10.6K | 0.01% | 536 |
|
|
2024
Q4 | $230K | Sell |
4,012
-282
| -7% | -$16.2K | 0.01% | 532 |
|
|
2024
Q3 | $292K | Sell |
4,294
-370
| -8% | -$25.2K | 0.01% | 406 |
|
|
2024
Q2 | $264K | Sell |
4,664
-2,862
| -38% | -$162K | 0.01% | 465 |
|
|
2024
Q1 | $450K | Sell |
7,526
-1,767
| -19% | -$106K | 0.02% | 348 |
|
|
2023
Q4 | $509K | Buy |
9,293
+801
| +9% | +$43.9K | 0.02% | 393 |
|
|
2023
Q3 | $494K | Sell |
8,492
-2,407
| -22% | -$140K | 0.03% | 331 |
|
|
2023
Q2 | $773K | Sell |
10,899
-13
| -0.1% | -$922 | 0.04% | 268 |
|
|
2023
Q1 | $854K | Buy |
+10,912
| New | +$854K | 0.05% | 231 |
|