EverSource Wealth Advisors’s LegalZoom.com LZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Buy |
4,564
+4,140
| +976% | +$36.9K | ﹤0.01% | 1748 |
|
|
2025
Q1 | $3.65K | Buy |
424
+379
| +842% | +$3.26K | ﹤0.01% | 2646 |
|
|
2024
Q4 | $338 | Buy |
+45
| New | +$338 | ﹤0.01% | 3312 |
|
|
2022
Q1 | – | Sell |
-608
| Closed | -$10K | – | 1790 |
|
|
2021
Q4 | $10K | Buy |
+608
| New | +$10K | ﹤0.01% | 966 |
|