Lake Street Advisors Group’s Eversource Energy ES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$279K Sell
4,850
-20
-0.4% -$1.15K 0.01% 473
2024
Q3
$331K Sell
4,870
-531
-10% -$36.1K 0.02% 419
2024
Q2
$306K Buy
5,401
+217
+4% +$12.3K 0.01% 442
2024
Q1
$310K Buy
5,184
+117
+2% +$6.99K 0.01% 454
2023
Q4
$313K Buy
+5,067
New +$313K 0.02% 422