EverSource Wealth Advisors’s John B. Sanfilippo & Son JBSS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.2K	Buy	229 +39	+21%	+$3K	﹤0.01%	2565
2025 Q4	$13.4K	Sell	190 -177	-48%	-$12K	﹤0.01%	2649
2025 Q3	$23.6K	Sell	367 -48	-12%	-$3.11K	﹤0.01%	2251
2025 Q2	$26.2K	Buy	415 +384	+1,239%	+$24.7K	﹤0.01%	2084
2025 Q1	$2.2K	Sell	31 -13	-30%	-$994	﹤0.01%	2883
2024 Q4	$3.83K	Sell	44 -39	-47%	-$3.46K	﹤0.01%	2459
2024 Q3	$7.83K	Hold	83	–	–	﹤0.01%	2001
2024 Q2	$8.7K	Hold	83	–	–	﹤0.01%	1925
2024 Q1	$8.28K	Hold	83	–	–	﹤0.01%	1796
2023 Q4	$8.55K	Hold	83	–	–	﹤0.01%	1633
2023 Q3	$8.2K	Hold	83	–	–	﹤0.01%	1501
2023 Q2	$9.73K	Buy	83 +7	+9%	+$785	﹤0.01%	1453
2023 Q1	$7.37K	Hold	76	–	–	﹤0.01%	1499
2022 Q4	$6.18K	Hold	76	–	–	﹤0.01%	1524
2022 Q3	$6K	Buy	+76	New	+$5.74K	﹤0.01%	1296
2022 Q2	–	Sell	-51	Closed	-$4K	–	1802
2022 Q1	$4K	Sell	51 -1	-2%	-$83	﹤0.01%	1340
2021 Q4	$5K	Buy	+52	New	+$4.45K	﹤0.01%	1262