Farther Finance Advisors’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 | $286K | Sell |
4,499
-124
| -3% | -$7.89K | 0.01% | 1214 |
|
|
2025
Q1 | $287K | Buy |
4,623
+2,374
| +106% | +$147K | 0.01% | 1055 |
|
|
2024
Q4 | $129K | Sell |
2,249
-751
| -25% | -$43.1K | ﹤0.01% | 1199 |
|
|
2024
Q3 | $204K | Buy |
3,000
+123
| +4% | +$8.37K | 0.01% | 982 |
|
|
2024
Q2 | $163K | Buy |
2,877
+173
| +6% | +$9.79K | 0.01% | 929 |
|
|
2024
Q1 | $159K | Sell |
2,704
-238
| -8% | -$14K | 0.01% | 766 |
|
|
2023
Q4 | $182K | Buy |
2,942
+1,617
| +122% | +$99.8K | 0.01% | 577 |
|
|
2023
Q3 | $77.1K | Buy |
1,325
+577
| +77% | +$33.6K | 0.01% | 648 |
|
|
2023
Q2 | $53K | Sell |
748
-41
| -5% | -$2.91K | 0.01% | 649 |
|
|
2023
Q1 | $61.7K | Sell |
789
-151
| -16% | -$11.8K | 0.02% | 545 |
|
|
2022
Q4 | $78.8K | Buy |
+940
| New | +$78.8K | 0.03% | 374 |
|