EverSource Wealth Advisors’s EXL Service EXLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$236K	Buy	7,751 +844	+12%	+$29.1K	0.01%	962
2025 Q4	$293K	Buy	6,907 +880	+15%	+$36K	0.01%	770
2025 Q3	$265K	Buy	6,027 +3,144	+109%	+$136K	0.01%	779
2025 Q2	$126K	Buy	2,883 +2,456	+575%	+$112K	0.01%	1073
2025 Q1	$20.2K	Buy	427 +47	+12%	+$2.26K	﹤0.01%	1681
2024 Q4	$16.9K	Buy	380 +157	+70%	+$6.79K	﹤0.01%	1722
2024 Q3	$8.51K	Buy	223 +41	+23%	+$1.43K	﹤0.01%	1958
2024 Q2	$6.42K	Buy	182 +87	+92%	+$2.61K	﹤0.01%	2114
2024 Q1	$2.75K	Hold	95	–	–	﹤0.01%	2282
2023 Q4	$2.93K	Sell	95 -52	-35%	-$1.47K	﹤0.01%	2063
2023 Q3	$4.12K	Buy	147 +52	+55%	+$1.52K	﹤0.01%	1777
2023 Q2	$2.87K	Hold	95	–	–	﹤0.01%	1934
2023 Q1	$3.08K	Hold	95	–	–	﹤0.01%	1810
2022 Q4	$3.22K	Sell	95 -65	-41%	-$2.26K	﹤0.01%	1759
2022 Q3	$5K	Buy	+160	New	+$5.22K	﹤0.01%	1363