EverSource Wealth Advisors’s Main Street Capital MAIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$51.5K	Buy	972 +17	+2%	+$1.01K	﹤0.01%	1856
2025 Q4	$57.7K	Buy	955 +24	+3%	+$1.42K	﹤0.01%	1649
2025 Q3	$59.2K	Hold	931	–	–	﹤0.01%	1582
2025 Q2	$55K	Hold	931	–	–	﹤0.01%	1557
2025 Q1	$52.7K	Sell	931 -152	-14%	-$9.04K	﹤0.01%	1217
2024 Q4	$63.4K	Hold	1,083	–	–	﹤0.01%	1081
2024 Q3	$54.3K	Hold	1,083	–	–	﹤0.01%	1033
2024 Q2	$55.4K	Hold	1,083	–	–	﹤0.01%	1043
2024 Q1	$53.7K	Hold	1,083	–	–	﹤0.01%	957
2023 Q4	$46.8K	Sell	1,083 -3,200	-75%	-$131K	﹤0.01%	925
2023 Q3	$174K	Sell	4,283 -200	-4%	-$8.16K	0.02%	428
2023 Q2	$179K	Buy	4,483 +307	+7%	+$12.2K	0.02%	421
2023 Q1	$165K	Hold	4,176	–	–	0.02%	411
2022 Q4	$154K	Buy	4,176 +3,313	+384%	+$121K	0.02%	395
2022 Q3	$29K	Buy	863 +11	+1%	+$453	0.01%	782
2022 Q2	$33K	Hold	852	–	–	0.01%	705
2022 Q1	$36K	Hold	852	–	–	0.01%	527
2021 Q4	$38K	Buy	+852	New	+$37.5K	0.01%	478