Sowa Financial Group’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 | – | Sell |
-10,700
| Closed | -$665K | – | 29 |
|
|
2025
Q1 | $665K | Buy |
10,700
+130
| +1% | +$8.08K | 0.44% | 22 |
|
|
2024
Q4 | $607K | Sell |
10,570
-304
| -3% | -$17.5K | 0.38% | 23 |
|
|
2024
Q3 | $740K | Sell |
10,874
-189
| -2% | -$12.9K | 0.47% | 26 |
|
|
2024
Q2 | $627K | Sell |
11,063
-1,351
| -11% | -$76.6K | 0.47% | 25 |
|
|
2024
Q1 | $766K | Hold |
12,414
| – | – | 0.63% | 25 |
|
|
2023
Q4 | $766K | Buy |
12,414
+135
| +1% | +$8.33K | 0.63% | 25 |
|
|
2023
Q3 | $714K | Sell |
12,279
-2,383
| -16% | -$139K | 0.54% | 30 |
|
|
2023
Q2 | $1.04M | Sell |
14,662
-138
| -0.9% | -$9.79K | 0.71% | 28 |
|
|
2023
Q1 | $1.16M | Buy |
14,800
+128
| +0.9% | +$10K | 0.83% | 25 |
|
|
2022
Q4 | $1.23M | Buy |
14,672
+9
| +0.1% | +$754 | 0.92% | 25 |
|
|
2022
Q3 | $1.14M | Buy |
14,663
+111
| +0.8% | +$8.65K | 0.9% | 26 |
|
|
2022
Q2 | $1.23M | Buy |
14,552
+22
| +0.2% | +$1.86K | 0.94% | 25 |
|
|
2022
Q1 | $1.28M | Buy |
14,530
+106
| +0.7% | +$9.35K | 0.77% | 30 |
|
|
2021
Q4 | $1.31M | Buy |
14,424
+95
| +0.7% | +$8.64K | 0.77% | 29 |
|
|
2021
Q3 | $1.17M | Buy |
14,329
+106
| +0.7% | +$8.67K | 0.76% | 30 |
|
|
2021
Q2 | $1.14M | Hold |
14,223
| – | – | 0.85% | 26 |
|
|
2021
Q1 | $1.23M | Sell |
14,223
-1,000
| -7% | -$86.6K | 0.87% | 24 |
|
|
2020
Q4 | $1.32M | Hold |
15,223
| – | – | 0.89% | 24 |
|
|
2020
Q3 | $1.27M | Hold |
15,223
| – | – | 0.91% | 23 |
|
|
2020
Q2 | $1.27M | Hold |
15,223
| – | – | 0.96% | 23 |
|
|
2020
Q1 | $1.19M | Hold |
15,223
| – | – | 1.05% | 22 |
|
|
2019
Q4 | $1.3M | Buy |
+15,223
| New | +$1.3M | 1.05% | 22 |
|