EverSource Wealth Advisors’s Piedmont Lithium PLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-483	Closed	-$2.81K	–	4438
2025 Q2	$2.81K	Buy	+483	New	+$3.16K	﹤0.01%	3380
2025 Q1	–	Sell	-379	Closed	-$3.31K	–	4146
2024 Q4	$3.31K	Buy	+379	New	+$4.45K	﹤0.01%	2522
2024 Q3	–	Sell	-234	Closed	-$2.35K	–	3099
2024 Q2	$2.35K	Sell	234 -17	-7%	-$217	﹤0.01%	2497
2024 Q1	$3.08K	Buy	251 +129	+106%	+$2.07K	﹤0.01%	2234
2023 Q4	$3.44K	Buy	+122	New	+$3.58K	﹤0.01%	1999

Other funds holding PLL

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EverSource Wealth Advisors's PLL Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Piedmont Lithium (PLL) in Q3 2025, closing a stake of 483 shares — an estimated $2.81K sold.

EverSource Wealth Advisors first reported a position in PLL in Q4 2023 and held it in 5 quarters. The position peaked at $3.44K in Q4 2023. 1 fund tracked by Wall St. Rank holds PLL as of Q3 2025.

EverSource Wealth Advisors reported no remaining Piedmont Lithium position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 483 Piedmont Lithium shares in Q3 2025, an estimated $2.81K.
EverSource Wealth Advisors first reported a position in Piedmont Lithium in Q4 2023 and held it in 5 quarters.
EverSource Wealth Advisors's Piedmont Lithium position peaked at $3.44K in Q4 2023.
1 fund tracked by Wall St. Rank held Piedmont Lithium as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.