Spire Wealth Management’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 | $255K | Sell |
4,010
-4,453
| -53% | -$283K | 0.01% | 701 |
|
|
2025
Q1 | $526K | Buy |
8,463
+4,434
| +110% | +$275K | 0.02% | 551 |
|
|
2024
Q4 | $231K | Buy |
4,029
+965
| +31% | +$55.4K | 0.01% | 780 |
|
|
2024
Q3 | $209K | Sell |
3,064
-2,378
| -44% | -$162K | 0.01% | 718 |
|
|
2024
Q2 | $309K | Sell |
5,442
-462
| -8% | -$26.2K | 0.01% | 605 |
|
|
2024
Q1 | $353K | Sell |
5,904
-103
| -2% | -$6.16K | 0.01% | 613 |
|
|
2023
Q4 | $321K | Sell |
6,007
-50
| -0.8% | -$2.67K | 0.01% | 631 |
|
|
2023
Q3 | $352K | Buy |
6,057
+116
| +2% | +$6.75K | 0.01% | 558 |
|
|
2023
Q2 | $421K | Sell |
5,941
-35
| -0.6% | -$2.48K | 0.02% | 535 |
|
|
2023
Q1 | $468K | Buy |
5,976
+507
| +9% | +$39.7K | 0.02% | 511 |
|
|
2022
Q4 | $459K | Buy |
5,469
+176
| +3% | +$14.8K | 0.03% | 371 |
|
|
2022
Q3 | $413K | Sell |
5,293
-588
| -10% | -$45.9K | 0.03% | 367 |
|
|
2022
Q2 | $497K | Sell |
5,881
-4,996
| -46% | -$422K | 0.02% | 472 |
|
|
2022
Q1 | $959K | Sell |
10,877
-465
| -4% | -$41K | 0.03% | 399 |
|
|
2021
Q4 | $1.03M | Buy |
11,342
+880
| +8% | +$80.1K | 0.02% | 457 |
|
|
2021
Q3 | $855K | Hold |
10,462
| – | – | 0.02% | 446 |
|
|
2021
Q2 | $839K | Sell |
10,462
-465
| -4% | -$37.3K | 0.02% | 473 |
|
|
2021
Q1 | $946K | Buy |
+10,927
| New | +$946K | 0.03% | 460 |
|