EverSource Wealth Advisors’s Ericsson ERIC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Buy
14,133
+2,651
+23% +$22.5K 0.01% 1095
2025
Q1
$89.1K Sell
11,482
-20,488
-64% -$159K ﹤0.01% 954
2024
Q4
$258K Buy
31,970
+24,525
+329% +$198K 0.01% 557
2024
Q3
$56.4K Buy
7,445
+154
+2% +$1.17K ﹤0.01% 1018
2024
Q2
$50.2K Buy
7,291
+301
+4% +$2.07K ﹤0.01% 1090
2024
Q1
$35.1K Sell
6,990
-75
-1% -$376 ﹤0.01% 1123
2023
Q4
$44.5K Sell
7,065
-5,823
-45% -$36.7K ﹤0.01% 944
2023
Q3
$62.6K Buy
12,888
+4,411
+52% +$21.4K 0.01% 736
2023
Q2
$46.2K Buy
8,477
+7,349
+652% +$40.1K 0.01% 871
2023
Q1
$6.6K Sell
1,128
-6,588
-85% -$38.5K ﹤0.01% 1543
2022
Q4
$45.1K Buy
+7,716
New +$45.1K 0.01% 799
2022
Q1
Sell
-522
Closed -$6K 1753
2021
Q4
$6K Buy
+522
New +$6K ﹤0.01% 1176