EverSource Wealth Advisors’s First of Long Island Corp FLIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-106	Closed	-$1.31K	–	4289
2025 Q1	$1.31K	Sell	106 -52	-33%	-$649	﹤0.01%	3118
2024 Q4	$1.85K	Buy	158 +10	+7%	+$134	﹤0.01%	2747
2024 Q3	$1.91K	Hold	148	–	–	﹤0.01%	2566
2024 Q2	$1.94K	Buy	148 +52	+54%	+$527	﹤0.01%	2560
2024 Q1	$909	Buy	96 +58	+153%	+$676	﹤0.01%	2613
2023 Q4	$503	Sell	38 -1	-3%	-$12	﹤0.01%	2524
2023 Q3	$449	Buy	+39	New	+$500	﹤0.01%	2395
2022 Q4	–	Sell	-310	Closed	-$5K	–	2348
2022 Q3	$5K	Hold	310	–	–	﹤0.01%	1364
2022 Q2	$5K	Buy	+310	New	+$5.73K	﹤0.01%	1259

Other funds holding FLIC

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of First of Long Island Corp (FLIC) in Q2 2025, closing a stake of 106 shares — an estimated $1.31K sold.

EverSource Wealth Advisors first reported a position in FLIC in Q2 2022 and held it in 9 quarters. The position peaked at $5K in Q3 2022. 2 funds tracked by Wall St. Rank hold FLIC as of Q2 2025.

EverSource Wealth Advisors reported no remaining First of Long Island Corp position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 106 First of Long Island Corp shares in Q2 2025, an estimated $1.31K.
EverSource Wealth Advisors first reported a position in First of Long Island Corp in Q2 2022 and held it in 9 quarters.
EverSource Wealth Advisors's First of Long Island Corp position peaked at $5K in Q3 2022.
2 funds tracked by Wall St. Rank held First of Long Island Corp as of Q2 2025.

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