Truist Financial’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 | $2.21M | Buy |
34,696
+13,112
| +61% | +$834K | ﹤0.01% | 1223 |
|
|
2025
Q1 | $1.34M | Buy |
21,584
+199
| +0.9% | +$12.4K | ﹤0.01% | 1396 |
|
|
2024
Q4 | $1.23M | Buy |
21,385
+1,138
| +6% | +$65.4K | ﹤0.01% | 1445 |
|
|
2024
Q3 | $1.38M | Buy |
20,247
+1,896
| +10% | +$129K | ﹤0.01% | 1383 |
|
|
2024
Q2 | $1.04M | Sell |
18,351
-3,344
| -15% | -$190K | ﹤0.01% | 1586 |
|
|
2024
Q1 | $1.3M | Sell |
21,695
-11,109
| -34% | -$664K | ﹤0.01% | 1485 |
|
|
2023
Q4 | $2.02M | Sell |
32,804
-18,704
| -36% | -$1.15M | ﹤0.01% | 1251 |
|
|
2023
Q3 | $3M | Sell |
51,508
-3,006
| -6% | -$175K | 0.01% | 1047 |
|
|
2023
Q2 | $3.87M | Sell |
54,514
-5,064
| -8% | -$359K | 0.01% | 938 |
|
|
2023
Q1 | $4.66M | Buy |
59,578
+1,854
| +3% | +$145K | 0.01% | 852 |
|
|
2022
Q4 | $4.84M | Sell |
57,724
-2,924
| -5% | -$245K | 0.01% | 825 |
|
|
2022
Q3 | $4.73M | Sell |
60,648
-2,581
| -4% | -$201K | 0.01% | 813 |
|
|
2022
Q2 | $5.34M | Sell |
63,229
-2,507
| -4% | -$212K | 0.01% | 784 |
|
|
2022
Q1 | $5.8M | Sell |
65,736
-3,058
| -4% | -$270K | 0.01% | 829 |
|
|
2021
Q4 | $6.26M | Sell |
68,794
-431
| -0.6% | -$39.2K | 0.01% | 806 |
|
|
2021
Q3 | $5.66M | Sell |
69,225
-6,112
| -8% | -$500K | 0.01% | 829 |
|
|
2021
Q2 | $6.05M | Buy |
75,337
+524
| +0.7% | +$42K | 0.01% | 806 |
|
|
2021
Q1 | $6.48M | Sell |
74,813
-9,019
| -11% | -$781K | 0.01% | 746 |
|
|
2020
Q4 | $7.25M | Sell |
83,832
-9,236
| -10% | -$799K | 0.01% | 692 |
|
|
2020
Q3 | $7.78M | Sell |
93,068
-25,870
| -22% | -$2.16M | 0.02% | 616 |
|
|
2020
Q2 | $9.9M | Buy |
118,938
+8,482
| +8% | +$706K | 0.02% | 531 |
|
|
2020
Q1 | $8.64M | Buy |
110,456
+57,386
| +108% | +$4.49M | 0.02% | 531 |
|
|
2019
Q4 | $4.52M | Buy |
53,070
+30,200
| +132% | +$2.57M | 0.01% | 781 |
|
|
2019
Q3 | $1.95M | Sell |
22,870
-13
| -0.1% | -$1.11K | 0.03% | 359 |
|
|
2019
Q2 | $1.73M | Buy |
22,883
+1,786
| +8% | +$135K | 0.03% | 374 |
|
|
2019
Q1 | $1.5M | Buy |
21,097
+149
| +0.7% | +$10.6K | 0.03% | 402 |
|
|
2018
Q4 | $1.36M | Sell |
20,948
-876
| -4% | -$57K | 0.03% | 404 |
|
|
2018
Q3 | $1.34M | Buy |
21,824
+1,168
| +6% | +$71.8K | 0.02% | 429 |
|
|
2018
Q2 | $1.21M | Sell |
20,656
-1,533
| -7% | -$89.9K | 0.02% | 442 |
|
|
2018
Q1 | $1.31M | Sell |
22,189
-436
| -2% | -$25.7K | 0.02% | 433 |
|
|
2017
Q4 | $1.43M | Sell |
22,625
-1,071
| -5% | -$67.6K | 0.03% | 425 |
|
|
2017
Q3 | $1.43M | Buy |
23,696
+2,112
| +10% | +$128K | 0.03% | 410 |
|
|
2017
Q2 | $1.31M | Sell |
21,584
-122
| -0.6% | -$7.41K | 0.03% | 425 |
|
|
2017
Q1 | $1.28M | Buy |
21,706
+781
| +4% | +$45.9K | 0.03% | 429 |
|
|
2016
Q4 | $1.16M | Sell |
20,925
-3,056
| -13% | -$169K | 0.02% | 446 |
|
|
2016
Q3 | $1.3M | Sell |
23,981
-1,369
| -5% | -$74.2K | 0.03% | 430 |
|
|
2016
Q2 | $1.52M | Sell |
25,350
-4,537
| -15% | -$272K | 0.03% | 408 |
|
|
2016
Q1 | $1.74M | Buy |
29,887
+4,450
| +17% | +$260K | 0.05% | 335 |
|
|
2015
Q4 | $1.3M | Buy |
25,437
+10,584
| +71% | +$540K | 0.03% | 382 |
|
|
2015
Q3 | $752K | Buy |
14,853
+2,561
| +21% | +$130K | 0.02% | 462 |
|
|
2015
Q2 | $558K | Buy |
12,292
+1,219
| +11% | +$55.3K | 0.02% | 508 |
|
|
2015
Q1 | $559K | Buy |
11,073
+1,284
| +13% | +$64.8K | 0.02% | 505 |
|
|
2014
Q4 | $524K | Buy |
9,789
+3,376
| +53% | +$181K | 0.02% | 498 |
|
|
2014
Q3 | $284K | Buy |
+6,413
| New | +$284K | 0.01% | 633 |
|