EverSource Wealth Advisors’s Bankunited BKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5K | Buy |
1,531
+898
| +142% | +$32K | ﹤0.01% | 1556 |
|
|
2025
Q1 | $21.8K | Sell |
633
-7
| -1% | -$241 | ﹤0.01% | 1643 |
|
|
2024
Q4 | $24.4K | Buy |
640
+100
| +19% | +$3.82K | ﹤0.01% | 1518 |
|
|
2024
Q3 | $19.7K | Buy |
540
+17
| +3% | +$619 | ﹤0.01% | 1496 |
|
|
2024
Q2 | $20.1K | Hold |
523
| – | – | ﹤0.01% | 1506 |
|
|
2024
Q1 | $14K | Hold |
523
| – | – | ﹤0.01% | 1534 |
|
|
2023
Q4 | $17K | Hold |
523
| – | – | ﹤0.01% | 1313 |
|
|
2023
Q3 | $11.9K | Hold |
523
| – | – | ﹤0.01% | 1354 |
|
|
2023
Q2 | $11.3K | Buy |
523
+178
| +52% | +$3.84K | ﹤0.01% | 1386 |
|
|
2023
Q1 | $7.79K | Buy |
+345
| New | +$7.79K | ﹤0.01% | 1470 |
|
|
2022
Q4 | – | Sell |
-289
| Closed | -$10K | – | 2316 |
|
|
2022
Q3 | $10K | Sell |
289
-409
| -59% | -$14.2K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $25K | Hold |
698
| – | – | 0.01% | 770 |
|
|
2022
Q1 | $30K | Sell |
698
-12
| -2% | -$516 | 0.01% | 570 |
|
|
2021
Q4 | $30K | Buy |
+710
| New | +$30K | 0.01% | 530 |
|