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	19,205	–	–	0.15%	107
2025 Q2	$1.22M	Hold	19,205	–	–	0.15%	109
2025 Q1	$1.19M	Sell	19,205 -1,855	-9%	-$111K	0.15%	107
2024 Q4	$1.21M	Sell	21,060 -655	-3%	-$40.8K	0.15%	103
2024 Q3	$1.48M	Buy	21,715 +15,419	+245%	+$996K	0.17%	96
2024 Q2	$357K	Sell	6,296 -500	-7%	-$29.6K	0.04%	173
2024 Q1	$406K	Hold	6,796	–	–	0.04%	169
2023 Q4	$419K	Hold	6,796	–	–	0.05%	164
2023 Q3	$395K	Hold	6,796	–	–	0.05%	161
2023 Q2	$482K	Sell	6,796 -230	-3%	-$17.1K	0.04%	217
2023 Q1	$550K	Sell	7,026 -2,257	-24%	-$178K	0.04%	208
2022 Q4	$778K	Buy	9,283 +17	+0.2%	+$1.35K	0.07%	182
2022 Q3	$722K	Buy	9,266 +17	+0.2%	+$1.5K	0.07%	177
2022 Q2	$781K	Sell	9,249 -1,944	-17%	-$173K	0.07%	173
2022 Q1	$982K	Buy	11,193 +16	+0.1%	+$1.37K	0.08%	158
2021 Q4	$1.02M	Buy	11,177 +15	+0.1%	+$1.29K	0.08%	147
2021 Q3	$913K	Buy	11,162 +16	+0.1%	+$1.39K	0.08%	151
2021 Q2	$894K	Buy	11,146 +16	+0.1%	+$1.35K	0.08%	150
2021 Q1	$964K	Buy	11,130 +14	+0.1%	+$1.19K	0.09%	141
2020 Q4	$962K	Buy	+11,116	New	+$990K	0.1%	135