Clifford Swan Investment Counsel’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 | $271K | Buy |
4,255
+5
| +0.1% | +$318 | 0.01% | 275 |
|
|
2025
Q1 | $264K | Hold |
4,250
| – | – | 0.01% | 279 |
|
|
2024
Q4 | $244K | Hold |
4,250
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $289K | Hold |
4,250
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $241K | Hold |
4,250
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $254K | Sell |
4,250
-131
| -3% | -$7.83K | 0.01% | 278 |
|
|
2023
Q4 | $270K | Sell |
4,381
-15
| -0.3% | -$926 | 0.01% | 271 |
|
|
2023
Q3 | $256K | Buy |
4,396
+15
| +0.3% | +$872 | 0.01% | 268 |
|
|
2023
Q2 | $311K | Hold |
4,381
| – | – | 0.01% | 255 |
|
|
2023
Q1 | $343K | Sell |
4,381
-7
| -0.2% | -$548 | 0.01% | 242 |
|
|
2022
Q4 | $368K | Buy |
4,388
+7
| +0.2% | +$587 | 0.02% | 238 |
|
|
2022
Q3 | $342K | Hold |
4,381
| – | – | 0.02% | 244 |
|
|
2022
Q2 | $370K | Hold |
4,381
| – | – | 0.02% | 253 |
|
|
2022
Q1 | $386K | Hold |
4,381
| – | – | 0.01% | 255 |
|
|
2021
Q4 | $399K | Hold |
4,381
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $371K | Sell |
4,381
-124
| -3% | -$10.5K | 0.01% | 263 |
|
|
2021
Q2 | $397K | Hold |
4,505
| – | – | 0.02% | 248 |
|
|
2021
Q1 | $390K | Buy |
4,505
+124
| +3% | +$10.7K | 0.02% | 251 |
|
|
2020
Q4 | $379K | Hold |
4,381
| – | – | 0.02% | 246 |
|
|
2020
Q3 | $366K | Buy |
4,381
+131
| +3% | +$10.9K | 0.02% | 239 |
|
|
2020
Q2 | $354K | Hold |
4,250
| – | – | 0.02% | 236 |
|
|
2020
Q1 | $332K | Hold |
4,250
| – | – | 0.02% | 224 |
|
|
2019
Q4 | $362K | Hold |
4,250
| – | – | 0.02% | 241 |
|
|
2019
Q3 | $363K | Sell |
4,250
-305
| -7% | -$26.1K | 0.02% | 233 |
|
|
2019
Q2 | $345K | Hold |
4,555
| – | – | 0.02% | 239 |
|
|
2019
Q1 | $323K | Hold |
4,555
| – | – | 0.02% | 245 |
|
|
2018
Q4 | $296K | Sell |
4,555
-46
| -1% | -$2.99K | 0.02% | 247 |
|
|
2018
Q3 | $283K | Buy |
4,601
+46
| +1% | +$2.83K | 0.01% | 266 |
|
|
2018
Q2 | $267K | Hold |
4,555
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $268K | Sell |
4,555
-100
| -2% | -$5.88K | 0.02% | 266 |
|
|
2017
Q4 | $294K | Sell |
4,655
-986
| -17% | -$62.3K | 0.02% | 256 |
|
|
2017
Q3 | $341K | Buy |
+5,641
| New | +$341K | 0.02% | 244 |
|