TFC Financial Management’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 | $891 | Buy |
14
+2
| +17% | +$127 | ﹤0.01% | 588 |
|
|
2025
Q1 | $746 | Hold |
12
| – | – | ﹤0.01% | 591 |
|
|
2024
Q4 | $690 | Sell |
12
-10
| -45% | -$575 | ﹤0.01% | 610 |
|
|
2024
Q3 | $1.5K | Buy |
22
+3
| +16% | +$204 | ﹤0.01% | 539 |
|
|
2024
Q2 | $1.08K | Buy |
19
+5
| +36% | +$284 | ﹤0.01% | 554 |
|
|
2024
Q1 | $837 | Buy |
+14
| New | +$837 | ﹤0.01% | 570 |
|
|
2023
Q4 | – | Sell |
-56
| Closed | -$3.26K | – | 683 |
|
|
2023
Q3 | $3.26K | Buy |
56
+44
| +367% | +$2.56K | ﹤0.01% | 422 |
|
|
2023
Q2 | $852 | Buy |
+12
| New | +$852 | ﹤0.01% | 526 |
|
|
2023
Q1 | – | Sell |
-330
| Closed | -$27.7K | – | 690 |
|
|
2022
Q4 | $27.7K | Sell |
330
-670
| -67% | -$56.2K | 0.01% | 238 |
|
|
2022
Q3 | $78K | Buy |
+1,000
| New | +$78K | 0.02% | 171 |
|