Deseret Mutual Benefit Administrators’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 | $49.9K | Hold |
785
| – | – | 0.02% | 302 |
|
|
2025
Q1 | $48.8K | Hold |
785
| – | – | 0.02% | 296 |
|
|
2024
Q4 | $45.1K | Hold |
785
| – | – | 0.02% | 313 |
|
|
2024
Q3 | $53.4K | Buy |
785
+97
| +14% | +$6.6K | 0.03% | 293 |
|
|
2024
Q2 | $39K | Buy |
688
+24
| +4% | +$1.36K | 0.02% | 320 |
|
|
2024
Q1 | $39.7K | Buy |
664
+149
| +29% | +$8.91K | 0.02% | 326 |
|
|
2023
Q4 | $31.8K | Sell |
515
-142
| -22% | -$8.76K | 0.02% | 344 |
|
|
2023
Q3 | $38.2K | Sell |
657
-23
| -3% | -$1.34K | 0.02% | 339 |
|
|
2023
Q2 | $48.2K | Hold |
680
| – | – | 0.02% | 325 |
|
|
2023
Q1 | $53.2K | Hold |
680
| – | – | 0.02% | 294 |
|
|
2022
Q4 | $57K | Sell |
680
-569
| -46% | -$47.7K | 0.02% | 280 |
|
|
2022
Q3 | $97K | Sell |
1,249
-273
| -18% | -$21.2K | 0.03% | 288 |
|
|
2022
Q2 | $129K | Hold |
1,522
| – | – | 0.03% | 287 |
|
|
2022
Q1 | $134K | Sell |
1,522
-158
| -9% | -$13.9K | 0.03% | 301 |
|
|
2021
Q4 | $153K | Hold |
1,680
| – | – | 0.03% | 307 |
|
|
2021
Q3 | $137K | Hold |
1,680
| – | – | 0.03% | 313 |
|
|
2021
Q2 | $135K | Buy |
+1,680
| New | +$135K | 0.03% | 288 |
|