EverSource Wealth Advisors’s Omega Healthcare OHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$245K	Sell	5,584 -651	-10%	-$29.7K	0.01%	940
2025 Q4	$276K	Buy	6,235 +692	+12%	+$29.8K	0.01%	806
2025 Q3	$234K	Sell	5,543 -172	-3%	-$6.94K	0.01%	828
2025 Q2	$209K	Buy	5,715 +3,681	+181%	+$137K	0.01%	834
2025 Q1	$77.5K	Buy	2,034 +449	+28%	+$16.7K	﹤0.01%	1015
2024 Q4	$60K	Buy	1,585 +138	+10%	+$5.51K	﹤0.01%	1105
2024 Q3	$58.9K	Buy	1,447 +29	+2%	+$1.1K	﹤0.01%	1000
2024 Q2	$51.6K	Buy	1,418 +31	+2%	+$976	﹤0.01%	1072
2024 Q1	$42.2K	Sell	1,387 -471	-25%	-$14.3K	﹤0.01%	1052
2023 Q4	$57K	Sell	1,858 -73	-4%	-$2.34K	0.01%	846
2023 Q3	$64K	Buy	1,931 +41	+2%	+$1.31K	0.01%	729
2023 Q2	$58K	Sell	1,890 -744	-28%	-$21.5K	0.01%	780
2023 Q1	$72.2K	Buy	2,634 +974	+59%	+$27.1K	0.01%	654
2022 Q4	$46.4K	Buy	1,660 +1,544	+1,331%	+$46.6K	0.01%	789
2022 Q3	$3K	Sell	116 -2,091	-95%	-$65.6K	﹤0.01%	1562
2022 Q2	$62K	Buy	2,207 +2,107	+2,107%	+$60K	0.02%	549
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	1437
2021 Q4	$3K	Buy	+100	New	+$2.92K	﹤0.01%	1444