Bard Financial Services’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Hold |
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|
2025
Q2 | $1.22M | Hold |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $406K | Hold |
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|
2023
Q4 | $419K | Hold |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $482K | Sell |
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|
2023
Q1 | $550K | Sell |
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|
2022
Q4 | $778K | Buy |
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|
2022
Q3 | $722K | Buy |
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|
2022
Q2 | $781K | Sell |
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|
2022
Q1 | $982K | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $913K | Buy |
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|
2021
Q2 | $894K | Buy |
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|
2021
Q1 | $964K | Buy |
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|
2020
Q4 | $962K | Buy |
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