Key Financial Inc’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 | $1.53K | Hold |
24
| – | – | ﹤0.01% | 1218 |
|
|
2025
Q1 | $1.49K | Hold |
24
| – | – | ﹤0.01% | 1180 |
|
|
2024
Q4 | $1.38K | Hold |
24
| – | – | ﹤0.01% | 1193 |
|
|
2024
Q3 | $1.63K | Buy |
24
+11
| +85% | +$748 | ﹤0.01% | 1134 |
|
|
2024
Q2 | $737 | Buy |
+13
| New | +$737 | ﹤0.01% | 1214 |
|
|
2023
Q4 | – | Sell |
-30
| Closed | -$1.74K | – | 1331 |
|
|
2023
Q3 | $1.74K | Hold |
30
| – | – | ﹤0.01% | 1129 |
|
|
2023
Q2 | $2.13K | Hold |
30
| – | – | ﹤0.01% | 1156 |
|
|
2023
Q1 | $2.35K | Hold |
30
| – | – | ﹤0.01% | 934 |
|
|
2022
Q4 | $2.34K | Hold |
30
| – | – | ﹤0.01% | 932 |
|
|
2022
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 940 |
|