Creative Financial Designs’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$604K	Sell	8,724 -3,413	-28%	-$241K	0.04%	308
2025 Q4	$817K	Buy	12,137 +1,579	+15%	+$111K	0.05%	257
2025 Q3	$751K	Buy	10,558 +10,165	+2,587%	+$666K	0.05%	269
2025 Q2	$25K	Buy	393 +147	+60%	+$9.06K	﹤0.01%	1063
2025 Q1	$15.3K	Buy	246 +8	+3%	+$477	﹤0.01%	1168
2024 Q4	$13.7K	Buy	238 +230	+2,875%	+$14.3K	﹤0.01%	1141
2024 Q3	$544	Hold	8	–	–	﹤0.01%	1622
2024 Q2	$454	Hold	8	–	–	﹤0.01%	1584
2024 Q1	$478	Buy	+8	New	+$460	﹤0.01%	1595
2019 Q1	–	Hold	0	–	–	–	585
2018 Q4	–	Hold	0	–	–	–	635
2017 Q1	–	Sell	-43	Closed	-$2K	–	751
2016 Q4	$2K	Buy	+43	New	+$2.3K	﹤0.01%	580