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Tompkins Financial’s Eversource Energy ES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
3,875
+3,800
+5,067% +$242K 0.02% 166
2025
Q1
$4.66K Hold
75
﹤0.01% 489
2024
Q4
$4.31K Hold
75
﹤0.01% 470
2024
Q3
$5.1K Hold
75
﹤0.01% 516
2024
Q2
$4.25K Hold
75
﹤0.01% 527
2024
Q1
$4.48K Buy
+75
New +$4.48K ﹤0.01% 553
2023
Q3
Sell
-2,005
Closed -$142K 596
2023
Q2
$142K Hold
2,005
0.02% 217
2023
Q1
$157K Hold
2,005
0.03% 200
2022
Q4
$168K Sell
2,005
-452
-18% -$37.9K 0.03% 197
2022
Q3
$192K Buy
2,457
+452
+23% +$35.3K 0.03% 174
2022
Q2
$169K Hold
2,005
0.03% 199
2022
Q1
$177K Hold
2,005
0.03% 207
2021
Q4
$182K Sell
2,005
-60
-3% -$5.45K 0.03% 140
2021
Q3
$169K Buy
+2,065
New +$169K 0.03% 142
2021
Q1
$179K Hold
2,065
0.03% 140
2020
Q4
$179K Buy
2,065
+60
+3% +$5.2K 0.03% 136
2020
Q3
$168K Hold
2,005
0.03% 153
2020
Q2
$167K Buy
+2,005
New +$167K 0.04% 155
2017
Q1
Sell
-26
Closed -$1K 369
2016
Q4
$1K Hold
26
﹤0.01% 365
2016
Q3
$1K Hold
26
﹤0.01% 374
2016
Q2
$2K Hold
26
﹤0.01% 495
2016
Q1
$2K Hold
26
﹤0.01% 464
2015
Q4
$1K Buy
+26
New +$1K ﹤0.01% 499