Kingsview Wealth Management’s Eversource Energy ES Stock Holding History

Kingsview Wealth Management’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$255K	Buy	4,002 +60	+2%	+$3.82K	﹤0.01%	1009
2025 Q1	$245K	Buy	3,942 +71	+2%	+$4.41K	﹤0.01%	967
2024 Q4	$222K	Sell	3,871 -49	-1%	-$2.81K	﹤0.01%	1018
2024 Q3	$267K	Sell	3,920 -455	-10%	-$31K	0.01%	926
2024 Q2	$248K	Sell	4,375 -102	-2%	-$5.79K	0.01%	910
2024 Q1	$268K	Sell	4,477 -589	-12%	-$35.2K	0.01%	858
2023 Q4	$313K	Sell	5,066 -49,874	-91%	-$3.08M	0.01%	752
2023 Q3	$3.19M	Sell	54,940 -873	-2%	-$50.8K	0.11%	194
2023 Q2	$3.96M	Sell	55,813 -2,006	-3%	-$142K	0.16%	145
2023 Q1	$4.52M	Buy	57,819 +534	+0.9%	+$41.8K	0.19%	118
2022 Q4	$4.8M	Sell	57,285 -241	-0.4%	-$20.2K	0.21%	120
2022 Q3	$4.49M	Buy	57,526 +869	+2%	+$67.8K	0.21%	114
2022 Q2	$4.79M	Buy	56,657 +2,268	+4%	+$192K	0.23%	111
2022 Q1	$4.8M	Sell	54,389 -70	-0.1%	-$6.17K	0.21%	112
2021 Q4	$4.96M	Sell	54,459 -187	-0.3%	-$17K	0.21%	109
2021 Q3	$4.47M	Buy	54,646 +290	+0.5%	+$23.7K	0.21%	109
2021 Q2	$4.34M	Buy	54,356 +139	+0.3%	+$11.1K	0.21%	112
2021 Q1	$4.69M	Buy	54,217 +557	+1%	+$48.2K	0.27%	83
2020 Q4	$4.64M	Sell	53,660 -11	-0%	-$952	0.34%	68
2020 Q3	$4.48M	Sell	53,671 -3,111	-5%	-$260K	0.4%	62
2020 Q2	$4.73M	Sell	56,782 -1,558	-3%	-$130K	0.47%	47
2020 Q1	$4.56M	Buy	58,340 +5,028	+9%	+$393K	0.62%	35
2019 Q4	$4.54M	Buy	53,312 +2,067	+4%	+$176K	0.57%	45
2019 Q3	$4.38M	Buy	51,245 +720	+1%	+$61.5K	0.69%	36
2019 Q2	$3.83M	Buy	50,525 +324	+0.6%	+$24.5K	0.64%	39
2019 Q1	$3.56M	Buy	50,201 +263	+0.5%	+$18.7K	0.54%	47
2018 Q4	$3.25M	Buy	49,938 +89	+0.2%	+$5.79K	0.71%	34
2018 Q3	$3.06M	Hold	49,849	–	–	0.62%	44
2018 Q2	$2.92M	Hold	49,849	–	–	0.7%	40
2018 Q1	$2.94M	Buy	49,849 +46,044	+1,210%	+$2.71M	0.73%	36
2017 Q4	$240K	Buy	+3,805	New	+$240K	0.09%	272