EverSource Wealth Advisors’s Concentrix CNXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96K	Buy	3,509 +1,960	+127%	+$69.6K	﹤0.01%	1454
2025 Q4	$64.4K	Sell	1,549 -2,597	-63%	-$105K	﹤0.01%	1577
2025 Q3	$191K	Sell	4,146 -287	-6%	-$15.3K	0.01%	926
2025 Q2	$234K	Buy	4,433 +3,057	+222%	+$161K	0.01%	799
2025 Q1	$76.6K	Buy	1,376 +957	+228%	+$45.8K	﹤0.01%	1020
2024 Q4	$18.1K	Buy	419 +32	+8%	+$1.42K	﹤0.01%	1683
2024 Q3	$19.8K	Buy	387 +25	+7%	+$1.67K	﹤0.01%	1490
2024 Q2	$25.5K	Buy	362 +117	+48%	+$7.02K	﹤0.01%	1387
2024 Q1	$13.4K	Sell	245 -797	-76%	-$64.7K	﹤0.01%	1552
2023 Q4	$102K	Sell	1,042 -271	-21%	-$23.6K	0.01%	629
2023 Q3	$105K	Buy	1,313 +754	+135%	+$59.1K	0.01%	554
2023 Q2	$45.1K	Buy	559 +428	+327%	+$40K	0.01%	875
2023 Q1	$15.9K	Buy	131 +108	+470%	+$14.7K	﹤0.01%	1169
2022 Q4	$3.06K	Sell	23 -2	-8%	-$243	﹤0.01%	1782
2022 Q3	$3K	Buy	+25	New	+$3.2K	﹤0.01%	1518