EverSource Wealth Advisors’s SiriusPoint SPNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.1K | Buy |
2,113
+1,377
| +187% | +$28.1K | ﹤0.01% | 1710 |
|
|
2025
Q1 | $12.7K | Buy |
736
+3
| +0.4% | +$52 | ﹤0.01% | 1973 |
|
|
2024
Q4 | $12K | Buy |
733
+82
| +13% | +$1.34K | ﹤0.01% | 1896 |
|
|
2024
Q3 | $9.34K | Hold |
651
| – | – | ﹤0.01% | 1905 |
|
|
2024
Q2 | $9.36K | Hold |
651
| – | – | ﹤0.01% | 1895 |
|
|
2024
Q1 | $7.67K | Hold |
651
| – | – | ﹤0.01% | 1833 |
|
|
2023
Q4 | $7.55K | Sell |
651
-186
| -22% | -$2.16K | ﹤0.01% | 1689 |
|
|
2023
Q3 | $8.51K | Sell |
837
-241
| -22% | -$2.45K | ﹤0.01% | 1485 |
|
|
2023
Q2 | $9.73K | Hold |
1,078
| – | – | ﹤0.01% | 1454 |
|
|
2023
Q1 | $8.76K | Hold |
1,078
| – | – | ﹤0.01% | 1418 |
|
|
2022
Q4 | $6.36K | Hold |
1,078
| – | – | ﹤0.01% | 1507 |
|
|
2022
Q3 | $5K | Buy |
+1,078
| New | +$5K | ﹤0.01% | 1397 |
|
|
2022
Q1 | – | Sell |
-1,625
| Closed | -$13K | – | 1835 |
|
|
2021
Q4 | $13K | Buy |
+1,625
| New | +$13K | ﹤0.01% | 868 |
|