Clifford Swan Investment Counsel’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 | $302K | Sell |
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|
2025
Q2 | $271K | Buy |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $244K | Hold |
|
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $241K | Hold |
|
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $370K | Hold |
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|
2022
Q1 | $386K | Hold |
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|
2021
Q4 | $399K | Hold |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $397K | Hold |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $379K | Hold |
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|
2020
Q3 | $366K | Buy |
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|
2020
Q2 | $354K | Hold |
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|
2020
Q1 | $332K | Hold |
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|
2019
Q4 | $362K | Hold |
|
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|
2019
Q3 | $363K | Sell |
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|
2019
Q2 | $345K | Hold |
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|
2019
Q1 | $323K | Hold |
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|
2018
Q4 | $296K | Sell |
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|
2018
Q3 | $283K | Buy |
|
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|
2018
Q2 | $267K | Hold |
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|
2018
Q1 | $268K | Sell |
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|
2017
Q4 | $294K | Sell |
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|
2017
Q3 | $341K | Buy |
|