SHFA
SC&H Financial Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
4,512
+1
| +0% | +$64 | 0.05% | 120 |
|
|
2025
Q1 | $280K | Sell |
4,511
-1,005
| -18% | -$62.4K | 0.06% | 121 |
|
|
2024
Q4 | $317K | Sell |
5,516
-1,003
| -15% | -$57.6K | 0.07% | 112 |
|
|
2024
Q3 | $444K | Sell |
6,519
-250
| -4% | -$17K | 0.1% | 98 |
|
|
2024
Q2 | $384K | Sell |
6,769
-2,054
| -23% | -$116K | 0.09% | 100 |
|
|
2024
Q1 | $527K | Hold |
8,823
| – | – | 0.14% | 88 |
|
|
2023
Q4 | $545K | Sell |
8,823
-3,825
| -30% | -$236K | 0.16% | 82 |
|
|
2023
Q3 | $735K | Hold |
12,648
| – | – | 0.24% | 68 |
|
|
2023
Q2 | $897K | Sell |
12,648
-458
| -3% | -$32.5K | 0.3% | 61 |
|
|
2023
Q1 | $1.03M | Hold |
13,106
| – | – | 0.37% | 53 |
|
|
2022
Q4 | $1.1M | Sell |
13,106
-406
| -3% | -$34K | 0.46% | 51 |
|
|
2022
Q3 | $1.05M | Sell |
13,512
-1,134
| -8% | -$88.4K | 0.53% | 43 |
|
|
2022
Q2 | $1.24M | Buy |
14,646
+1,709
| +13% | +$144K | 0.58% | 38 |
|
|
2022
Q1 | $1.14M | Buy |
12,937
+6
| +0% | +$529 | 0.54% | 38 |
|
|
2021
Q4 | $1.18M | Buy |
+12,931
| New | +$1.18M | 0.65% | 36 |
|