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