Sequoia Financial Advisors’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 | $1.25M | Sell |
19,668
-544
| -3% | -$34.6K | 0.01% | 608 |
|
|
2025
Q1 | $1.26M | Buy |
20,212
+2,010
| +11% | +$125K | 0.01% | 544 |
|
|
2024
Q4 | $1.05M | Buy |
18,202
+993
| +6% | +$57K | 0.01% | 566 |
|
|
2024
Q3 | $1.17M | Sell |
17,209
-169
| -1% | -$11.5K | 0.01% | 500 |
|
|
2024
Q2 | $986K | Buy |
17,378
+718
| +4% | +$40.7K | 0.01% | 485 |
|
|
2024
Q1 | $996K | Buy |
16,660
+6,315
| +61% | +$377K | 0.01% | 477 |
|
|
2023
Q4 | $638K | Buy |
10,345
+5,942
| +135% | +$367K | 0.01% | 666 |
|
|
2023
Q3 | $256K | Buy |
4,403
+1,185
| +37% | +$68.9K | ﹤0.01% | 748 |
|
|
2023
Q2 | $228K | Sell |
3,218
-1,193
| -27% | -$84.6K | ﹤0.01% | 805 |
|
|
2023
Q1 | $345K | Buy |
4,411
+244
| +6% | +$19.1K | 0.01% | 579 |
|
|
2022
Q4 | $349K | Buy |
4,167
+713
| +21% | +$59.8K | 0.01% | 536 |
|
|
2022
Q3 | $269K | Sell |
3,454
-51
| -1% | -$3.97K | 0.01% | 417 |
|
|
2022
Q2 | $296K | Buy |
3,505
+205
| +6% | +$17.3K | 0.01% | 442 |
|
|
2022
Q1 | $291K | Buy |
3,300
+683
| +26% | +$60.2K | 0.01% | 509 |
|
|
2021
Q4 | $238K | Buy |
+2,617
| New | +$238K | 0.01% | 504 |
|
|
2021
Q2 | – | Sell |
-2,942
| Closed | -$255K | – | 478 |
|
|
2021
Q1 | $255K | Buy |
+2,942
| New | +$255K | 0.01% | 379 |
|