LGT Financial 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 | $509 | Buy |
+8
| New | +$509 | ﹤0.01% | 432 |
|
|
2025
Q1 | – | Sell |
-680
| Closed | -$39.1K | – | 439 |
|
|
2024
Q4 | $39.1K | Buy |
680
+1
| +0.1% | +$57 | 0.09% | 186 |
|
|
2024
Q3 | $46.2K | Sell |
679
-519
| -43% | -$35.3K | 0.11% | 132 |
|
|
2024
Q2 | $67.9K | Sell |
1,198
-1,749
| -59% | -$99.2K | 0.14% | 123 |
|
|
2024
Q1 | $176K | Sell |
2,947
-128
| -4% | -$7.65K | 0.2% | 115 |
|
|
2023
Q4 | $190K | Buy |
3,075
+1,287
| +72% | +$79.4K | 0.23% | 102 |
|
|
2023
Q3 | $104K | Buy |
+1,788
| New | +$104K | 0.13% | 151 |
|