Alpha Family Trust’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 | $346K | Hold |
5,440
| – | – | 0.17% | 112 |
|
|
2025
Q1 | $338K | Hold |
5,440
| – | – | 0.2% | 102 |
|
|
2024
Q4 | $312K | Hold |
5,440
| – | – | 0.18% | 100 |
|
|
2024
Q3 | $370K | Hold |
5,440
| – | – | 0.21% | 87 |
|
|
2024
Q2 | $309K | Hold |
5,440
| – | – | 0.18% | 96 |
|
|
2024
Q1 | $325K | Buy |
+5,440
| New | +$325K | 0.2% | 91 |
|
|
2023
Q1 | – | Sell |
-2,410
| Closed | -$202K | – | 127 |
|
|
2022
Q4 | $202K | Buy |
+2,410
| New | +$202K | 0.18% | 115 |
|