Sandy Spring Bank’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $193K | Buy |
3,107
+16
| +0.5% | +$994 | 0.01% | 371 |
|
2024
Q4 | $178K | Hold |
3,091
| – | – | 0.01% | 387 |
|
2024
Q3 | $210K | Sell |
3,091
-168
| -5% | -$11.4K | 0.01% | 373 |
|
2024
Q2 | $185K | Buy |
3,259
+18
| +0.6% | +$1.02K | 0.01% | 375 |
|
2024
Q1 | $194K | Buy |
3,241
+10
| +0.3% | +$598 | 0.01% | 372 |
|
2023
Q4 | $199K | Sell |
3,231
-55
| -2% | -$3.4K | 0.01% | 362 |
|
2023
Q3 | $191K | Buy |
3,286
+71
| +2% | +$4.13K | 0.01% | 351 |
|
2023
Q2 | $228K | Sell |
3,215
-242
| -7% | -$17.2K | 0.01% | 337 |
|
2023
Q1 | $271K | Sell |
3,457
-352
| -9% | -$27.5K | 0.02% | 315 |
|
2022
Q4 | $319K | Hold |
3,809
| – | – | 0.02% | 292 |
|
2022
Q3 | $297K | Hold |
3,809
| – | – | 0.02% | 286 |
|
2022
Q2 | $322K | Hold |
3,809
| – | – | 0.02% | 283 |
|
2022
Q1 | $336K | Hold |
3,809
| – | – | 0.02% | 287 |
|
2021
Q4 | $347K | Buy |
3,809
+100
| +3% | +$9.11K | 0.02% | 292 |
|
2021
Q3 | $303K | Sell |
3,709
-93
| -2% | -$7.6K | 0.02% | 297 |
|
2021
Q2 | $305K | Buy |
3,802
+350
| +10% | +$28.1K | 0.02% | 296 |
|
2021
Q1 | $298K | Buy |
3,452
+150
| +5% | +$12.9K | 0.02% | 287 |
|
2020
Q4 | $285K | Hold |
3,302
| – | – | 0.02% | 285 |
|
2020
Q3 | $275K | Hold |
3,302
| – | – | 0.02% | 272 |
|
2020
Q2 | $275K | Buy |
3,302
+255
| +8% | +$21.2K | 0.02% | 267 |
|
2020
Q1 | $239K | Hold |
3,047
| – | – | 0.02% | 265 |
|
2019
Q4 | $259K | Sell |
3,047
-458
| -13% | -$38.9K | 0.02% | 274 |
|
2019
Q3 | $300K | Buy |
3,505
+26
| +0.7% | +$2.23K | 0.02% | 267 |
|
2019
Q2 | $263K | Hold |
3,479
| – | – | 0.02% | 274 |
|
2019
Q1 | $247K | Sell |
3,479
-100
| -3% | -$7.1K | 0.02% | 274 |
|
2018
Q4 | $232K | Hold |
3,579
| – | – | 0.02% | 267 |
|
2018
Q3 | $220K | Buy |
3,579
+97
| +3% | +$5.96K | 0.02% | 292 |
|
2018
Q2 | $204K | Sell |
3,482
-105
| -3% | -$6.15K | 0.02% | 298 |
|
2018
Q1 | $211K | Sell |
3,587
-107
| -3% | -$6.29K | 0.02% | 299 |
|
2017
Q4 | $233K | Hold |
3,694
| – | – | 0.02% | 273 |
|
2017
Q3 | $223K | Hold |
3,694
| – | – | 0.02% | 276 |
|
2017
Q2 | $224K | Sell |
3,694
-300
| -8% | -$18.2K | 0.02% | 284 |
|
2017
Q1 | $234K | Sell |
3,994
-547
| -12% | -$32K | 0.02% | 272 |
|
2016
Q4 | $250K | Sell |
4,541
-524
| -10% | -$28.8K | 0.03% | 267 |
|
2016
Q3 | $274K | Buy |
5,065
+424
| +9% | +$22.9K | 0.03% | 260 |
|
2016
Q2 | $304K | Sell |
4,641
-524
| -10% | -$34.3K | 0.03% | 249 |
|
2016
Q1 | $301K | Hold |
5,165
| – | – | 0.03% | 246 |
|
2015
Q4 | $263K | Hold |
5,165
| – | – | 0.03% | 256 |
|
2015
Q3 | $261K | Sell |
5,165
-250
| -5% | -$12.6K | 0.03% | 259 |
|
2015
Q2 | $246K | Buy |
5,415
+4,467
| +471% | +$203K | 0.03% | 269 |
|
2015
Q1 | $48K | Sell |
948
-1,952
| -67% | -$98.8K | 0.01% | 463 |
|
2014
Q4 | $155K | Sell |
2,900
-100
| -3% | -$5.35K | 0.02% | 286 |
|
2014
Q3 | $133K | Buy |
3,000
+663
| +28% | +$29.4K | 0.02% | 302 |
|
2014
Q2 | $110K | Sell |
2,337
-400
| -15% | -$18.8K | 0.01% | 320 |
|
2014
Q1 | $124K | Buy |
2,737
+67
| +3% | +$3.04K | 0.02% | 291 |
|
2013
Q4 | $113K | Hold |
2,670
| – | – | 0.02% | 302 |
|
2013
Q3 | $110K | Hold |
2,670
| – | – | 0.02% | 292 |
|
2013
Q2 | $112K | Buy |
+2,670
| New | +$112K | 0.02% | 275 |
|