Stratos Wealth 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 | $1.63M | Buy |
25,566
+80
| +0.3% | +$5.09K | 0.09% | 244 |
|
2025
Q1 | $1.58M | Buy |
25,486
+65
| +0.3% | +$4.04K | 0.09% | 235 |
|
2024
Q4 | $1.46M | Buy |
25,421
+141
| +0.6% | +$8.1K | 0.07% | 271 |
|
2024
Q3 | $1.72M | Buy |
25,280
+104
| +0.4% | +$7.08K | 0.08% | 266 |
|
2024
Q2 | $1.43M | Sell |
25,176
-5,344
| -18% | -$303K | 0.07% | 271 |
|
2024
Q1 | $1.82M | Buy |
30,520
+1,832
| +6% | +$110K | 0.11% | 211 |
|
2023
Q4 | $1.77M | Buy |
28,688
+10,566
| +58% | +$652K | 0.1% | 240 |
|
2023
Q3 | $1.05M | Buy |
18,122
+18
| +0.1% | +$1.05K | 0.07% | 293 |
|
2023
Q2 | $1.28M | Sell |
18,104
-317
| -2% | -$22.5K | 0.09% | 251 |
|
2023
Q1 | $1.44M | Sell |
18,421
-541
| -3% | -$42.3K | 0.11% | 227 |
|
2022
Q4 | $1.59M | Sell |
18,962
-50
| -0.3% | -$4.19K | 0.13% | 210 |
|
2022
Q3 | $1.48M | Buy |
19,012
+264
| +1% | +$20.6K | 0.16% | 187 |
|
2022
Q2 | $1.58M | Buy |
18,748
+108
| +0.6% | +$9.13K | 0.14% | 186 |
|
2022
Q1 | $1.64M | Buy |
18,640
+54
| +0.3% | +$4.76K | 0.13% | 192 |
|
2021
Q4 | $1.69M | Sell |
18,586
-6
| -0% | -$546 | 0.12% | 208 |
|
2021
Q3 | $1.52M | Buy |
18,592
+7,155
| +63% | +$585K | 0.13% | 199 |
|
2021
Q2 | $918K | Buy |
11,437
+366
| +3% | +$29.4K | 0.08% | 248 |
|
2021
Q1 | $959K | Buy |
11,071
+319
| +3% | +$27.6K | 0.1% | 212 |
|
2020
Q4 | $930K | Sell |
10,752
-1
| -0% | -$86 | 0.13% | 173 |
|
2020
Q3 | $898K | Sell |
10,753
-474
| -4% | -$39.6K | 0.22% | 119 |
|
2020
Q2 | $935K | Buy |
11,227
+534
| +5% | +$44.5K | 0.29% | 85 |
|
2020
Q1 | $836K | Buy |
10,693
+8
| +0.1% | +$625 | 0.59% | 42 |
|
2019
Q4 | $909K | Buy |
10,685
+6,275
| +142% | +$534K | 0.52% | 45 |
|
2019
Q3 | $377K | Sell |
4,410
-29
| -0.7% | -$2.48K | 0.14% | 161 |
|
2019
Q2 | $336K | Buy |
+4,439
| New | +$336K | 0.13% | 161 |
|