EWA
EverSource Wealth Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
1,233
-380
| -24% | -$142K | 0.02% | 485 |
|
|
2025
Q1 | $528K | Buy |
1,613
+72
| +5% | +$23.6K | 0.03% | 371 |
|
|
2024
Q4 | $503K | Buy |
1,541
+11
| +0.7% | +$3.59K | 0.03% | 368 |
|
|
2024
Q3 | $356K | Buy |
1,530
+7
| +0.5% | +$1.63K | 0.02% | 402 |
|
|
2024
Q2 | $337K | Sell |
1,523
-150
| -9% | -$33.2K | 0.02% | 411 |
|
|
2024
Q1 | $450K | Sell |
1,673
-160
| -9% | -$43.1K | 0.04% | 287 |
|
|
2023
Q4 | $417K | Sell |
1,833
-19
| -1% | -$4.33K | 0.04% | 273 |
|
|
2023
Q3 | $440K | Sell |
1,852
-50
| -3% | -$11.9K | 0.05% | 246 |
|
|
2023
Q2 | $414K | Sell |
1,902
-381
| -17% | -$82.8K | 0.05% | 255 |
|
|
2023
Q1 | $462K | Sell |
2,283
-103
| -4% | -$20.8K | 0.06% | 224 |
|
|
2022
Q4 | $516K | Sell |
2,386
-1,867
| -44% | -$404K | 0.08% | 194 |
|
|
2022
Q3 | $928K | Sell |
4,253
-196
| -4% | -$42.8K | 0.21% | 87 |
|
|
2022
Q2 | $821K | Hold |
4,449
| – | – | 0.21% | 89 |
|
|
2022
Q1 | $813K | Buy |
4,449
+2,301
| +107% | +$420K | 0.21% | 96 |
|
|
2021
Q4 | $344K | Buy |
+2,148
| New | +$344K | 0.1% | 158 |
|