Sound Financial Strategies Group’s Eversource Energy ES Stock Holding History

Sound Financial Strategies Group’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	$780K	Sell
2025 Q2	$721K	Buy
2021 Q2	–	Sell
2021 Q1	$553K	Sell
2020 Q4	$565K	Buy