EverSource Wealth Advisors’s LGI Homes LGIH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.99K	Buy	202 +66	+49%	+$3.22K	﹤0.01%	3039
2025 Q4	$5.84K	Sell	136 -34	-20%	-$1.59K	﹤0.01%	3061
2025 Q3	$8.79K	Buy	170 +87	+105%	+$5.07K	﹤0.01%	2889
2025 Q2	$4.28K	Buy	83 +39	+89%	+$2.13K	﹤0.01%	3226
2025 Q1	$2.92K	Buy	44 +27	+159%	+$2.18K	﹤0.01%	2741
2024 Q4	$1.52K	Buy	17 +12	+240%	+$1.26K	﹤0.01%	2822
2024 Q3	$593	Hold	5	–	–	﹤0.01%	2835
2024 Q2	$575	Buy	5 +2	+67%	+$193	﹤0.01%	2858
2024 Q1	$270	Buy	+3	New	+$354	﹤0.01%	2781
2023 Q4	–	Sell	-42	Closed	-$4.18K	–	2702
2023 Q3	$4.18K	Sell	42 -44	-51%	-$5.46K	﹤0.01%	1771
2023 Q2	$11.6K	Buy	86 +22	+34%	+$2.64K	﹤0.01%	1383
2023 Q1	$7.3K	Buy	+64	New	+$6.95K	﹤0.01%	1502