EverSource Wealth Advisors’s Logility Supply Chain Solutions, Inc. Common Stock LGTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-64	Closed	-$913	–	4404
2025 Q1	$913	Buy	64 +43	+205%	+$575	﹤0.01%	3260
2024 Q4	$233	Buy	+21	New	+$229	﹤0.01%	3407
2022 Q4	–	Sell	-150	Closed	-$2K	–	2444
2022 Q3	$2K	Sell	150 -132	-47%	-$2.24K	﹤0.01%	1750
2022 Q2	$5K	Hold	282	–	–	﹤0.01%	1296
2022 Q1	$6K	Buy	282 +132	+88%	+$2.92K	﹤0.01%	1210
2021 Q4	$4K	Buy	+150	New	+$3.99K	﹤0.01%	1374

Other funds holding LGTY

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Logility Supply Chain Solutions, Inc. Common Stock (LGTY) in Q2 2025, closing a stake of 64 shares — an estimated $913 sold.

EverSource Wealth Advisors first reported a position in LGTY in Q4 2021 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 2 funds tracked by Wall St. Rank hold LGTY as of Q2 2025.

EverSource Wealth Advisors reported no remaining Logility Supply Chain Solutions, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 64 Logility Supply Chain Solutions, Inc. Common Stock shares in Q2 2025, an estimated $913.
EverSource Wealth Advisors first reported a position in Logility Supply Chain Solutions, Inc. Common Stock in Q4 2021 and held it in 6 quarters.
EverSource Wealth Advisors's Logility Supply Chain Solutions, Inc. Common Stock position peaked at $6K in Q1 2022.
2 funds tracked by Wall St. Rank held Logility Supply Chain Solutions, Inc. Common Stock as of Q2 2025.

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