Richardson Financial Services’s Eversource Energy ES Stock Holding History

Richardson Financial Services’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$144K	Sell
2025 Q2	$133K	Sell
2025 Q1	$129K	Sell
2024 Q4	$121K	Sell
2024 Q3	$132K	Hold
2024 Q2	$132K	Sell
2024 Q1	$152K	Buy
2023 Q4	$148K	Buy