EverSource Wealth Advisors’s Ellington Financial EFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Buy |
1,231
+615
| +100% | +$7.99K | ﹤0.01% | 2461 |
|
|
2025
Q1 | $8.17K | Buy |
616
+207
| +51% | +$2.75K | ﹤0.01% | 2224 |
|
|
2024
Q4 | $4.96K | Buy |
409
+240
| +142% | +$2.91K | ﹤0.01% | 2352 |
|
|
2024
Q3 | $2.18K | Hold |
169
| – | – | ﹤0.01% | 2522 |
|
|
2024
Q2 | $2.15K | Hold |
169
| – | – | ﹤0.01% | 2530 |
|
|
2024
Q1 | $1.93K | Sell |
169
-101
| -37% | -$1.16K | ﹤0.01% | 2397 |
|
|
2023
Q4 | $3.43K | Hold |
270
| – | – | ﹤0.01% | 2003 |
|
|
2023
Q3 | $3.37K | Hold |
270
| – | – | ﹤0.01% | 1850 |
|
|
2023
Q2 | $3.73K | Buy |
+270
| New | +$3.73K | ﹤0.01% | 1840 |
|
|
2022
Q2 | – | Sell |
-315
| Closed | -$5K | – | 1760 |
|
|
2022
Q1 | $5K | Hold |
315
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q4 | $5K | Buy |
+315
| New | +$5K | ﹤0.01% | 1251 |
|