EverSource Wealth Advisors’s HarborOne Bancorp HONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-954	Closed	-$13K	–	4334
2025 Q3	$13K	Buy	954 +119	+14%	+$1.49K	﹤0.01%	2672
2025 Q2	$9.75K	Buy	835 +812	+3,530%	+$8.88K	﹤0.01%	2822
2025 Q1	$239	Buy	+23	New	+$263	﹤0.01%	3665

Other funds holding HONE

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

EverSource Wealth Advisors's HONE Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 954 shares — an estimated $13K sold.

EverSource Wealth Advisors first reported a position in HONE in Q1 2025 and held it in 3 quarters. The position peaked at $13K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

EverSource Wealth Advisors reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 954 HarborOne Bancorp shares in Q4 2025, an estimated $13K.
EverSource Wealth Advisors first reported a position in HarborOne Bancorp in Q1 2025 and held it in 3 quarters.
EverSource Wealth Advisors's HarborOne Bancorp position peaked at $13K in Q3 2025.
1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.