SC&H Financial Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
|
|||||
|
2025
Q1 | $280K | Sell |
|
|||||
|
2024
Q4 | $317K | Sell |
|
|||||
|
2024
Q3 | $444K | Sell |
|
|||||
|
2024
Q2 | $384K | Sell |
|
|||||
|
2024
Q1 | $527K | Hold |
|
|||||
|
2023
Q4 | $545K | Sell |
|
|||||
|
2023
Q3 | $735K | Hold |
|
|||||
|
2023
Q2 | $897K | Sell |
|
|||||
|
2023
Q1 | $1.03M | Hold |
|
|||||
|
2022
Q4 | $1.1M | Sell |
|
|||||
|
2022
Q3 | $1.05M | Sell |
|
|||||
|
2022
Q2 | $1.24M | Buy |
|
|||||
|
2022
Q1 | $1.14M | Buy |
|
|||||
|
2021
Q4 | $1.18M | Buy |
|