EWA
EverSource Wealth Advisors’s Sovereign's Capital Flourish Fund SOVF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Buy |
851,892
+64,460
| +8% | +$1.94M | 1.16% | 16 |
|
|
2025
Q1 | $23.4M | Buy |
787,432
+47,077
| +6% | +$1.4M | 1.28% | 11 |
|
|
2024
Q4 | $22.8M | Buy |
740,355
+59,670
| +9% | +$1.83M | 1.28% | 13 |
|
|
2024
Q3 | $20.7M | Buy |
680,685
+37,215
| +6% | +$1.13M | 1.31% | 11 |
|
|
2024
Q2 | $19.9M | Buy |
643,470
+76,246
| +13% | +$2.36M | 1.32% | 10 |
|
|
2024
Q1 | $15.7M | Buy |
567,224
+110,934
| +24% | +$3.07M | 1.24% | 15 |
|
|
2023
Q4 | $12.9M | Buy |
+456,290
| New | +$12.9M | 1.19% | 15 |
|