Richardson Financial Services’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 | $133K | Sell |
2,062
-10
| -0.5% | -$646 | 0.09% | 184 |
|
|
2025
Q1 | $129K | Sell |
2,072
-33
| -2% | -$2.05K | 0.1% | 170 |
|
|
2024
Q4 | $121K | Sell |
2,105
-215
| -9% | -$12.3K | 0.08% | 180 |
|
|
2024
Q3 | $132K | Hold |
2,320
| – | – | 0.08% | 184 |
|
|
2024
Q2 | $132K | Sell |
2,320
-216
| -9% | -$12.2K | 0.09% | 172 |
|
|
2024
Q1 | $152K | Buy |
2,536
+131
| +5% | +$7.83K | 0.11% | 164 |
|
|
2023
Q4 | $148K | Buy |
+2,405
| New | +$148K | 0.13% | 148 |
|