EverSource Wealth Advisors’s Equity Commonwealth EQC Stock Holding History

EverSource Wealth Advisors’s Portfolio EQC Stock Details EQC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,813	Closed	-$12.6K	–	4397
2025 Q1	$12.6K	Buy	7,813 +5,762	+281%	+$9.7K	﹤0.01%	1979
2024 Q4	$3.63K	Buy	2,051 +1,321	+181%	+$20.3K	﹤0.01%	2481
2024 Q3	$14.5K	Buy	730 +34	+5%	+$677	﹤0.01%	1657
2024 Q2	$14.2K	Buy	696 +362	+108%	+$6.9K	﹤0.01%	1676
2024 Q1	$6.25K	Sell	334 -31	-8%	-$589	﹤0.01%	1937
2023 Q4	$7.01K	Buy	365 +241	+194%	+$4.55K	﹤0.01%	1719
2023 Q3	$2.28K	Buy	+124	New	+$2.41K	﹤0.01%	1966
2023 Q2	–	Sell	-1,036	Closed	-$21.5K	–	2625
2023 Q1	$21.5K	Hold	1,036	–	–	﹤0.01%	1061
2022 Q4	$25.9K	Buy	1,036 +98	+10%	+$2.5K	﹤0.01%	987
2022 Q3	$23K	Buy	+938	New	+$25.2K	0.01%	863

Other funds holding EQC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EverSource Wealth Advisors's EQC Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Equity Commonwealth (EQC) in Q2 2025, closing a stake of 7,813 shares — an estimated $12.6K sold.

EverSource Wealth Advisors first reported a position in EQC in Q3 2022 and held it in 10 quarters. The position peaked at $25.9K in Q4 2022. 3 funds tracked by Wall St. Rank hold EQC as of Q2 2025.

EverSource Wealth Advisors reported no remaining Equity Commonwealth position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 7,813 Equity Commonwealth shares in Q2 2025, an estimated $12.6K.
EverSource Wealth Advisors first reported a position in Equity Commonwealth in Q3 2022 and held it in 10 quarters.
EverSource Wealth Advisors's Equity Commonwealth position peaked at $25.9K in Q4 2022.
3 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.