EverSource Wealth Advisors’s Resideo Technologies REZI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14K	Sell	415 -80	-16%	-$2.86K	﹤0.01%	2736
2025 Q4	$17.4K	Buy	495 +44	+10%	+$1.63K	﹤0.01%	2476
2025 Q3	$19.5K	Sell	451 -551	-55%	-$17.2K	﹤0.01%	2374
2025 Q2	$22.1K	Buy	1,002 +503	+101%	+$9.6K	﹤0.01%	2214
2025 Q1	$8.83K	Buy	499 +34	+7%	+$698	﹤0.01%	2174
2024 Q4	$10.7K	Buy	465 +34	+8%	+$797	﹤0.01%	1956
2024 Q3	$8.68K	Buy	431 +9	+2%	+$179	﹤0.01%	1947
2024 Q2	$9.59K	Buy	422 +64	+18%	+$1.32K	﹤0.01%	1882
2024 Q1	$6.99K	Sell	358 -2	-0.6%	-$40	﹤0.01%	1869
2023 Q4	$6.78K	Buy	360 +235	+188%	+$3.85K	﹤0.01%	1735
2023 Q3	$1.98K	Hold	125	–	–	﹤0.01%	2006
2023 Q2	$2.21K	Sell	125 -98	-44%	-$1.69K	﹤0.01%	1999
2023 Q1	$4.08K	Hold	223	–	–	﹤0.01%	1717
2022 Q4	$3.67K	Sell	223 -1,094	-83%	-$19.8K	﹤0.01%	1716
2022 Q3	$25K	Buy	1,317 +420	+47%	+$8.91K	0.01%	839
2022 Q2	$17K	Sell	897 -232	-21%	-$5.24K	﹤0.01%	877
2022 Q1	$27K	Buy	1,129 +913	+423%	+$22.9K	0.01%	605
2021 Q4	$6K	Buy	+216	New	+$5.6K	﹤0.01%	1197