Wells Trecaso 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 | $316K | Hold |
4,972
| – | – | 0.1% | 76 |
|
|
2025
Q1 | $309K | Buy |
4,972
+50
| +1% | +$3.11K | 0.1% | 76 |
|
|
2024
Q4 | $283K | Hold |
4,922
| – | – | 0.09% | 79 |
|
|
2024
Q3 | $335K | Sell |
4,922
-100
| -2% | -$6.81K | 0.11% | 75 |
|
|
2024
Q2 | $285K | Sell |
5,022
-150
| -3% | -$8.51K | 0.1% | 79 |
|
|
2024
Q1 | $309K | Buy |
5,172
+225
| +5% | +$13.4K | 0.11% | 75 |
|
|
2023
Q4 | $305K | Hold |
4,947
| – | – | 0.12% | 72 |
|
|
2023
Q3 | $288K | Hold |
4,947
| – | – | 0.13% | 72 |
|
|
2023
Q2 | $351K | Sell |
4,947
-100
| -2% | -$7.09K | 0.15% | 65 |
|
|
2023
Q1 | $395K | Buy |
+5,047
| New | +$395K | 0.18% | 58 |
|
|
2022
Q4 | – | Sell |
-5,047
| Closed | -$393K | – | 85 |
|
|
2022
Q3 | $393K | Hold |
5,047
| – | – | 0.22% | 56 |
|
|
2022
Q2 | $426K | Sell |
5,047
-50
| -1% | -$4.22K | 0.22% | 57 |
|
|
2022
Q1 | $450K | Hold |
5,097
| – | – | 0.2% | 59 |
|
|
2021
Q4 | $464K | Hold |
5,097
| – | – | 0.2% | 58 |
|
|
2021
Q3 | $417K | Hold |
5,097
| – | – | 0.2% | 58 |
|
|
2021
Q2 | $409K | Sell |
5,097
-50
| -1% | -$4.01K | 0.2% | 58 |
|
|
2021
Q1 | $446K | Sell |
5,147
-100
| -2% | -$8.67K | 0.24% | 57 |
|
|
2020
Q4 | $454K | Hold |
5,247
| – | – | 0.25% | 54 |
|
|
2020
Q3 | $438K | Hold |
5,247
| – | – | 0.28% | 52 |
|
|
2020
Q2 | $437K | Hold |
5,247
| – | – | 0.3% | 50 |
|
|
2020
Q1 | $410K | Buy |
+5,247
| New | +$410K | 0.37% | 52 |
|