EverSource Wealth Advisors’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.6K | Buy |
1,738
+1,515
| +679% | +$38.9K | ﹤0.01% | 1689 |
|
|
2025
Q1 | $5.57K | Buy |
223
+22
| +11% | +$549 | ﹤0.01% | 2443 |
|
|
2024
Q4 | $5.49K | Sell |
201
-304
| -60% | -$8.3K | ﹤0.01% | 2299 |
|
|
2024
Q3 | $12.9K | Hold |
505
| – | – | ﹤0.01% | 1732 |
|
|
2024
Q2 | $13.3K | Hold |
505
| – | – | ﹤0.01% | 1714 |
|
|
2024
Q1 | $8.7K | Hold |
505
| – | – | ﹤0.01% | 1766 |
|
|
2023
Q4 | $10.8K | Sell |
505
-33
| -6% | -$703 | ﹤0.01% | 1528 |
|
|
2023
Q3 | $9.05K | Buy |
538
+134
| +33% | +$2.26K | ﹤0.01% | 1459 |
|
|
2023
Q2 | $6.36K | Buy |
+404
| New | +$6.36K | ﹤0.01% | 1630 |
|