Merit Financial Group’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 | $625K | Buy |
9,817
+1,574
| +19% | +$100K | 0.01% | 997 |
|
|
2025
Q1 | $512K | Buy |
8,243
+2,112
| +34% | +$131K | 0.01% | 925 |
|
|
2024
Q4 | $352K | Buy |
6,131
+1,611
| +36% | +$92.5K | 0.01% | 863 |
|
|
2024
Q3 | $308K | Sell |
4,520
-906
| -17% | -$61.7K | 0.01% | 667 |
|
|
2024
Q2 | $308K | Sell |
5,426
-342
| -6% | -$19.4K | 0.01% | 716 |
|
|
2024
Q1 | $346K | Buy |
5,768
+34
| +0.6% | +$2.04K | 0.01% | 657 |
|
|
2023
Q4 | $354K | Sell |
5,734
-548
| -9% | -$33.8K | 0.01% | 577 |
|
|
2023
Q3 | $365K | Sell |
6,282
-346
| -5% | -$20.1K | 0.01% | 532 |
|
|
2023
Q2 | $470K | Buy |
6,628
+528
| +9% | +$37.4K | 0.02% | 484 |
|
|
2023
Q1 | $477K | Sell |
6,100
-62
| -1% | -$4.85K | 0.02% | 413 |
|
|
2022
Q4 | $517K | Buy |
+6,162
| New | +$517K | 0.02% | 412 |
|