EverSource Wealth Advisors’s Berry Corp BRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-11,844
| Closed | -$44.8K | – | 4293 |
|
|
2025
Q3 | $44.8K | Sell |
11,844
-3,017
| -20% | -$9.78K | ﹤0.01% | 1787 |
|
|
2025
Q2 | $41.2K | Buy |
14,861
+14,474
| +3,740% | +$38.7K | ﹤0.01% | 1750 |
|
|
2025
Q1 | $1.24K | Sell |
387
-92
| -19% | -$377 | ﹤0.01% | 3149 |
|
|
2024
Q4 | $1.98K | Buy |
479
+247
| +106% | +$1.14K | ﹤0.01% | 2711 |
|
|
2024
Q3 | $1.19K | Sell |
232
-396
| -63% | -$2.42K | ﹤0.01% | 2681 |
|
|
2024
Q2 | $4.31K | Sell |
628
-48
| -7% | -$357 | ﹤0.01% | 2272 |
|
|
2024
Q1 | $5.74K | Buy |
676
+444
| +191% | +$3.1K | ﹤0.01% | 1981 |
|
|
2023
Q4 | $1.63K | Hold |
232
| – | – | ﹤0.01% | 2236 |
|
|
2023
Q3 | $1.9K | Hold |
232
| – | – | ﹤0.01% | 2021 |
|
|
2023
Q2 | $1.6K | Sell |
232
-122
| -34% | -$879 | ﹤0.01% | 2091 |
|
|
2023
Q1 | $2.78K | Buy |
354
+122
| +53% | +$1.06K | ﹤0.01% | 1836 |
|
|
2022
Q4 | $1.86K | Sell |
232
-129
| -36% | -$1.1K | ﹤0.01% | 1930 |
|
|
2022
Q3 | $3K | Buy |
361
+129
| +56% | +$1.09K | ﹤0.01% | 1508 |
|
|
2022
Q2 | $2K | Hold |
232
| – | – | ﹤0.01% | 1471 |
|
|
2022
Q1 | $2K | Hold |
232
| – | – | ﹤0.01% | 1495 |
|
|
2021
Q4 | $2K | Buy |
+232
| New | +$2.05K | ﹤0.01% | 1508 |
|
Other funds holding BRY
EverSource Wealth Advisors's BRY Position: Q4 2025 in Review
EverSource Wealth Advisors sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 11,844 shares — an estimated $44.8K sold.
EverSource Wealth Advisors first reported a position in BRY in Q4 2021 and held it in 16 quarters. The position peaked at $44.8K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.
- EverSource Wealth Advisors reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
- EverSource Wealth Advisors sold 11,844 Berry Corp shares in Q4 2025, an estimated $44.8K.
- EverSource Wealth Advisors first reported a position in Berry Corp in Q4 2021 and held it in 16 quarters.
- EverSource Wealth Advisors's Berry Corp position peaked at $44.8K in Q3 2025.
- 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.
Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.