Pathstone Holdings’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
$3.27M Buy
51,332
+3,870
+8% +$246K 0.01% 726
2025
Q1
$2.95M Sell
47,462
-381
-0.8% -$23.7K 0.01% 776
2024
Q4
$2.75M Buy
47,843
+2,045
+4% +$117K 0.01% 813
2024
Q3
$3.12M Buy
45,798
+331
+0.7% +$22.5K 0.01% 744
2024
Q2
$2.58M Buy
45,467
+3,247
+8% +$184K 0.01% 804
2024
Q1
$2.52M Buy
42,220
+6,885
+19% +$411K 0.01% 803
2023
Q4
$2.18M Buy
+35,335
New +$2.18M 0.01% 705