EverSource Wealth Advisors’s Enstar Group ESGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-225	Closed	-$75.7K	–	4371
2025 Q2	$75.7K	Buy	225 +177	+369%	+$59.2K	﹤0.01%	1359
2025 Q1	$16K	Buy	48 +20	+71%	+$6.59K	﹤0.01%	1824
2024 Q4	$9.02K	Buy	28 +20	+250%	+$6.47K	﹤0.01%	2051
2024 Q3	$2.57K	Hold	8	–	–	﹤0.01%	2458
2024 Q2	$2.6K	Hold	8	–	–	﹤0.01%	2462
2024 Q1	$2.32K	Buy	+8	New	+$2.29K	﹤0.01%	2328

Other funds holding ESGR

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

EverSource Wealth Advisors's ESGR Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Enstar Group (ESGR) in Q3 2025, closing a stake of 225 shares — an estimated $75.7K sold.

EverSource Wealth Advisors first reported a position in ESGR in Q1 2024 and held it in 6 quarters. The position peaked at $75.7K in Q2 2025. 3 funds tracked by Wall St. Rank hold ESGR as of Q3 2025.

EverSource Wealth Advisors reported no remaining Enstar Group position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 225 Enstar Group shares in Q3 2025, an estimated $75.7K.
EverSource Wealth Advisors first reported a position in Enstar Group in Q1 2024 and held it in 6 quarters.
EverSource Wealth Advisors's Enstar Group position peaked at $75.7K in Q2 2025.
3 funds tracked by Wall St. Rank held Enstar Group as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.