Sequoia Financial Advisors’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 | $1.48M | Buy |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $986K | Buy |
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|
2024
Q1 | $996K | Buy |
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|
2023
Q4 | $638K | Buy |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $238K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $255K | Buy |
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