EverSource Wealth Advisors’s Kelly Services Class A KELYA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.3K Buy
880
+743
+542% +$8.7K ﹤0.01% 2777
2025
Q1
$1.8K Buy
137
+82
+149% +$1.08K ﹤0.01% 2970
2024
Q4
$767 Hold
55
﹤0.01% 3055
2024
Q3
$1.18K Sell
55
-117
-68% -$2.51K ﹤0.01% 2683
2024
Q2
$4.05K Buy
172
+117
+213% +$2.75K ﹤0.01% 2290
2024
Q1
$1.26K Hold
55
﹤0.01% 2510
2023
Q4
$1.19K Sell
55
-10
-15% -$216 ﹤0.01% 2342
2023
Q3
$1.18K Hold
65
﹤0.01% 2152
2023
Q2
$1.15K Hold
65
﹤0.01% 2170
2023
Q1
$1.08K Hold
65
﹤0.01% 2094
2022
Q4
$1.1K Buy
+65
New +$1.1K ﹤0.01% 2065
2022
Q3
Sell
-540
Closed -$11K 2051
2022
Q2
$11K Buy
540
+115
+27% +$2.34K ﹤0.01% 1008
2022
Q1
$9K Buy
+425
New +$9K ﹤0.01% 1021