Stratos Wealth Partners’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 | $291K | Sell |
4,575
-1,255
| -22% | -$79.9K | ﹤0.01% | 1150 |
|
|
2025
Q1 | $362K | Sell |
5,830
-1,547
| -21% | -$96.1K | 0.01% | 1010 |
|
|
2024
Q4 | $424K | Sell |
7,377
-1,527
| -17% | -$87.7K | 0.01% | 1001 |
|
|
2024
Q3 | $606K | Sell |
8,904
-1,191
| -12% | -$81.1K | 0.01% | 867 |
|
|
2024
Q2 | $572K | Sell |
10,095
-521
| -5% | -$29.5K | 0.01% | 857 |
|
|
2024
Q1 | $635K | Buy |
10,616
+418
| +4% | +$25K | 0.01% | 800 |
|
|
2023
Q4 | $629K | Sell |
10,198
-38
| -0.4% | -$2.35K | 0.01% | 786 |
|
|
2023
Q3 | $595K | Buy |
10,236
+984
| +11% | +$57.2K | 0.01% | 761 |
|
|
2023
Q2 | $656K | Buy |
9,252
+427
| +5% | +$30.3K | 0.01% | 670 |
|
|
2023
Q1 | $691K | Sell |
8,825
-236
| -3% | -$18.5K | 0.02% | 581 |
|
|
2022
Q4 | $760K | Buy |
9,061
+1,012
| +13% | +$84.9K | 0.02% | 587 |
|
|
2022
Q3 | $628K | Buy |
8,049
+26
| +0.3% | +$2.03K | 0.02% | 610 |
|
|
2022
Q2 | $678K | Sell |
8,023
-397
| -5% | -$33.5K | 0.02% | 618 |
|
|
2022
Q1 | $743K | Buy |
8,420
+282
| +3% | +$24.9K | 0.02% | 652 |
|
|
2021
Q4 | $740K | Buy |
8,138
+436
| +6% | +$39.6K | 0.02% | 666 |
|
|
2021
Q3 | $630K | Buy |
7,702
+127
| +2% | +$10.4K | 0.02% | 673 |
|
|
2021
Q2 | $608K | Sell |
7,575
-316
| -4% | -$25.4K | 0.02% | 707 |
|
|
2021
Q1 | $683K | Buy |
7,891
+322
| +4% | +$27.9K | 0.02% | 611 |
|
|
2020
Q4 | $655K | Sell |
7,569
-1,296
| -15% | -$112K | 0.02% | 588 |
|
|
2020
Q3 | $741K | Buy |
8,865
+142
| +2% | +$11.9K | 0.02% | 496 |
|
|
2020
Q2 | $726K | Sell |
8,723
-164
| -2% | -$13.6K | 0.03% | 469 |
|
|
2020
Q1 | $695K | Sell |
8,887
-276
| -3% | -$21.6K | 0.03% | 420 |
|
|
2019
Q4 | $780K | Sell |
9,163
-90
| -1% | -$7.66K | 0.03% | 461 |
|
|
2019
Q3 | $791K | Buy |
9,253
+498
| +6% | +$42.6K | 0.03% | 436 |
|
|
2019
Q2 | $663K | Sell |
8,755
-2,785
| -24% | -$211K | 0.03% | 485 |
|
|
2019
Q1 | $819K | Buy |
11,540
+1,618
| +16% | +$115K | 0.04% | 418 |
|
|
2018
Q4 | $645K | Buy |
9,922
+662
| +7% | +$43K | 0.03% | 439 |
|
|
2018
Q3 | $569K | Buy |
9,260
+339
| +4% | +$20.8K | 0.03% | 496 |
|
|
2018
Q2 | $523K | Sell |
8,921
-1,937
| -18% | -$114K | 0.02% | 558 |
|
|
2018
Q1 | $640K | Buy |
10,858
+171
| +2% | +$10.1K | 0.03% | 470 |
|
|
2017
Q4 | $675K | Sell |
10,687
-95
| -0.9% | -$6K | 0.03% | 446 |
|
|
2017
Q3 | $652K | Buy |
10,782
+792
| +8% | +$47.9K | 0.03% | 431 |
|
|
2017
Q2 | $606K | Buy |
9,990
+195
| +2% | +$11.8K | 0.03% | 404 |
|
|
2017
Q1 | $576K | Buy |
9,795
+749
| +8% | +$44K | 0.03% | 388 |
|
|
2016
Q4 | $500K | Sell |
9,046
-140
| -2% | -$7.74K | 0.03% | 387 |
|
|
2016
Q3 | $498K | Sell |
9,186
-95
| -1% | -$5.15K | 0.03% | 366 |
|
|
2016
Q2 | $556K | Buy |
9,281
+1,825
| +24% | +$109K | 0.04% | 314 |
|
|
2016
Q1 | $435K | Buy |
7,456
+885
| +13% | +$51.6K | 0.04% | 326 |
|
|
2015
Q4 | $336K | Sell |
6,571
-535
| -8% | -$27.4K | 0.03% | 395 |
|
|
2015
Q3 | $360K | Buy |
7,106
+626
| +10% | +$31.7K | 0.05% | 327 |
|
|
2015
Q2 | $294K | Buy |
6,480
+1,174
| +22% | +$53.3K | 0.04% | 375 |
|
|
2015
Q1 | $266K | Sell |
5,306
-2,392
| -31% | -$120K | 0.03% | 463 |
|
|
2014
Q4 | $412K | Buy |
7,698
+28
| +0.4% | +$1.5K | 0.07% | 282 |
|
|
2014
Q3 | $340K | Buy |
7,670
+611
| +9% | +$27.1K | 0.08% | 212 |
|
|
2014
Q2 | $333K | Buy |
+7,059
| New | +$333K | 0.11% | 209 |
|