Spirit of America Management Corp’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 | $1.22M | Buy |
19,100
+1,150
| +6% | +$73.2K | 0.25% | 98 |
|
|
2025
Q1 | $1.11M | Buy |
17,950
+2,100
| +13% | +$130K | 0.23% | 101 |
|
|
2024
Q4 | $910K | Buy |
15,850
+3,900
| +33% | +$224K | 0.18% | 121 |
|
|
2024
Q3 | $813K | Buy |
11,950
+2,300
| +24% | +$157K | 0.16% | 126 |
|
|
2024
Q2 | $547K | Buy |
9,650
+1,350
| +16% | +$76.6K | 0.11% | 155 |
|
|
2024
Q1 | $496K | Buy |
8,300
+250
| +3% | +$14.9K | 0.1% | 158 |
|
|
2023
Q4 | $497K | Hold |
8,050
| – | – | 0.11% | 155 |
|
|
2023
Q3 | $468K | Buy |
8,050
+1,700
| +27% | +$98.9K | 0.11% | 141 |
|
|
2023
Q2 | $450K | Buy |
6,350
+4,450
| +234% | +$316K | 0.1% | 148 |
|
|
2023
Q1 | $149K | Buy |
+1,900
| New | +$149K | 0.03% | 197 |
|
|
2022
Q4 | – | Sell |
-1,950
| Closed | -$152K | – | 228 |
|
|
2022
Q3 | $152K | Hold |
1,950
| – | – | 0.04% | 201 |
|
|
2022
Q2 | $165K | Hold |
1,950
| – | – | 0.04% | 202 |
|
|
2022
Q1 | $172K | Sell |
1,950
-500
| -20% | -$44.1K | 0.03% | 209 |
|
|
2021
Q4 | $223K | Hold |
2,450
| – | – | 0.04% | 199 |
|
|
2021
Q3 | $200K | Hold |
2,450
| – | – | 0.04% | 205 |
|
|
2021
Q2 | $197K | Hold |
2,450
| – | – | 0.04% | 199 |
|
|
2021
Q1 | $213K | Hold |
2,450
| – | – | 0.05% | 186 |
|
|
2020
Q4 | $212K | Hold |
2,450
| – | – | 0.05% | 185 |
|
|
2020
Q3 | $205K | Hold |
2,450
| – | – | 0.06% | 179 |
|
|
2020
Q2 | $204K | Buy |
2,450
+650
| +36% | +$54.1K | 0.05% | 180 |
|
|
2020
Q1 | $141K | Buy |
+1,800
| New | +$141K | 0.05% | 192 |
|