LRI Investments’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 | $8.33K | Hold |
131
| – | – | ﹤0.01% | 882 |
|
2025
Q1 | $8.14K | Hold |
131
| – | – | ﹤0.01% | 832 |
|
2024
Q4 | $7.52K | Hold |
131
| – | – | ﹤0.01% | 831 |
|
2024
Q3 | $8.05K | Sell |
131
-49
| -27% | -$3.01K | ﹤0.01% | 821 |
|
2024
Q2 | $10.2K | Hold |
180
| – | – | ﹤0.01% | 743 |
|
2024
Q1 | $10.8K | Buy |
+180
| New | +$10.8K | ﹤0.01% | 492 |
|